Trusts and Estates Section

Petition for construction and reformation of a trust amendment was not a contest where the petition sought to reform the trust to correct an alleged mistake as to trustor’s intent.   Read more

A trustee of a testamentary trust has standing to file a petition in an estate proceeding since the trustee is a devisee under the will. Read more

Complicated clients need complicated planning.  And as years go by, those complications may have led to the creation of multiple trusts for the next generation.  Read more

Join Mara Mahana, Jennifer Scharre, and Kristin Yokomoto to hear about the 2024 updates in the areas of Estate Planning, Trust Administration, and Probate. The panel will cover new, amended, and deleted laws that impact estate planners and trust administration lawyers, case law that impacts planning and malpractice, a revised small estate Judicial Council Form for certain real estate, and more. Read more

Breslin and Smith and Farrant, oh my! The road to speedy probate trials has become more challenging over the last few years due to recent case law. Read more

1 Hour MCLE; 1 Legal Specialization in Estate Planning; Trust & Probate Law  Join Jeff Loew, Ciaran O’Sullivan, and Matt Owens to hear about the 2024 updates in the areas of Trust and Estate Litigation. The panel will cover new case law from the past year, as well as new, amended, or deleted laws that may impact trust and estate litigators, and more. Register Here Non-Member Price $75.00 Member Price $55.00 Jeff Loew’s primary areas of practice include trust and… Read more

Petition seeking a change in trustee of a trust that holds real property constitutes a real property claim within the meaning of Code of Civil Procedure section 405.4. Read more

Listen Here The aftermath of the trust litigation brought by beneficiaries against trustees too often results in a malpractice claim against the drafting lawyer.  Listen to Sean McKissick and Kristin Yokomoto discuss the 1958 balancing test applied to lawyer malpractice cases and the messages from the courts in recent cases. About Our Guest: Sean McKissick is a partner at Downey Brand LLP in Sacramento, California, where he specializes in trust and estate litigation.  He serves as the Vice Chair of… Read more

An order suspending a trustee and appointing an interim trustee is not directly appealable. Read more

Listen Here Land Back is an Indigenous-led movement focused on returning land to Indigenous Tribes in a way that strengthens Indigenous sovereignty and communities. This episode features a discussion about how Land Back comes up in the context of estate planning and introduces key concepts for estate planners, financial advisors, and tax advisors to assist clients in taking such action.About Our Guests:Alma Soongi Beck is an attorney in  Lathrop GPM Private Client Services Practice Groups. Beck is certified as a… Read more