Trusts and Estates Section

California just passed a directed trust statute! In this episode of Trust Me!, Michael Rosen-Prinz and David Khanjyan will go over the basic structure of a directed trust, along with the specifics of California’s new directed trust statute. Read more

The purpose of the webinar will be to discuss Assembly Bill No. 1663, (A.B. 1663),"Protective Proceedings," new legislation that became effective January 1, 2023. Read more

In light of recent developments, some estate planning strategies have become especially popular. Read more

The Speaker will discuss how property tax can impact an estate plan and things practitioners should watch out for. Read more

With the substantial changes to Medi-cal in 2024, many California residents will now be able to access benefits for long term care. Read more

Probate court exceeded its statutory authority under Welfare and Institutions Code section 15657.03 by issuing order declaring deed void ab initio in elder abuse restraining order proceeding. Read more

A skilled nursing facility cannot compel arbitration of claims arising from a principal’s alleged maltreatment, pursuant to a contract signed by a health care agent. Read more

This webinar will touch on the following: Understand what ChatGPT and other generative AI tools are and how they work. Read more

In this episode of Trust Me!, Kristin Yokomoto discusses ethical considerations in the estate planning world. She covers issues relating to engagement letters, conflicts, communication, capacity 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