California Lawyers Association
Trusts and Estates Section
Updates and events from the Trusts and Estates Section
Join us on June 28, 2019 for the 2019 Summer Trusts and Estates Education Conference in Sacramento.
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Summary: A living trust may be considered a “person” for purposes of a partnership, and may associate in a partnership in place of an individual.
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Summary: No contest clauses are enforceable against both contestants and respondents in a trust contest, depending on the circumstances; the anti-SLAPP statute applies to no-contest-clause-enforcement petitions, but the litigation privilege may not be used to defeat them.
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Summary: Biological Child of a Decedent Who Died Intestate Has No Standing to Pursue a Wrongful Death Action Where Status as Intestate Heir Cannot Be Established.
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Summary: Although the insurance company rejected as technically insufficient the trustor’s beneficiary designation forms naming the trustee as the owner of the policy, the trustor had nevertheless properly gifted the policy to the trust and relinquished all rights to change the beneficiaries.
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Summary: German birth certificates offered to show relationship to decedent excluded from evidence due to lack of attestation.
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Summary: Trial Court Ruling Imposing Limited Conservatorship Upheld On Appeal Where Finding Was Supported by Substantial Evidence
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Earn 7 Hours of MCLE credit; includes Competence Issues and Legal Specialization Friday, March 29, 2019 Loyola Law School Merrifield Hall 919 Albany Street Los Angeles, CA 90015 Register Online Here More Links: Brochure | Reg Form
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The Second Annual Financial Elder Abuse Symposium, Earn 7 Hours of MCLE credit; includes Competence Issues and Legal Specialization
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Summary: Under the Elder Abuse Act, any person age 65 or older has standing to petition for a restraining order against an individual alleged to have engaged in abusive conduct, as defined by statute, even if there is no special relationship between the alleged abuser and victim, such as a caretaking or custodial relationship.
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