The Exam and You – Estate Planning Through Administration and Litigation

With the Estate Planning, Trust, and Probate Law Specialization Exam right around the corner on October 30, 2025, the Trusts and Estates Section Executive Committee of the California Lawyers Association (TEXCOM) wants to make sure you have everything you need to prepare!

Now available! Five of the most helpful webinars hosted by eleven experienced TEXCOM attorneys in the field to help you feel confident and ready on exam day.

Purchase all 5 sessions! Earn 17.5 Hours of MCLE which includes Legal Specialization in Estate Planning, Trust & Probate Law. CLA members receive 15% off! 

Only interested in certain webinars? Purchase the individual webinars below! Each webinar is priced at $75 for CLA members and $105 for non members.

Here’s what’s included in the updated 2025 “The Exam and You – Estate Planning Through Administration and Litigation” webinars:

Session I: About the Exam and Professional Responsibility
2.75 Participatory MCLE Credits; 2.75 Legal Specialization in Estate Planning; Trust & Probate Law

This panel will review the format of the Exam and its grading. The presenters will discuss study tips, and approaches to answering questions. The presenters will provide an introduction to the subject areas. Session I will also cover the first of five areas on the exam, professional responsibility.

Speakers: Kristin Yokomoto, Jeffrey Loew, Samuel Price, and Anne Rudolph

Session II: Tax Planning Matters, Tax Procedures, and Tax Returns*
2.5 Participatory MCLE Credits; 2.5 Legal Specialization in Estate Planning; Trust & Probate Law

This panel cover tax planning matters, tax procedures and tax returns. Tax planning through the use of QPRTs, GRATs, IDGTs, and generation-skipping trusts will be covered.

Speakers: Daniel Lorenzen and Jennifer Scharre

*Please note that Session II was recorded prior to the 2025 federal tax changes under the “One Big Beautiful Bill” that passed on July 4, 2025.

Session III: Estate and Incapacity Planning
5.75 Participatory MCLE Credits; 5.75 Legal Specialization in Estate Planning; Trust & Probate Law

This panel will cover estate and incapacity planning, and administration procedures. The speakers will cover wills, trusts, powers of attorney, conservatorships, Medi-Cal planning, the duties owed by a trustee, special needs trusts, and elder abuse. Emphasis will be placed on trust administration procedures.

Speakers: Kimberly McGhee, Ben Schwefel, William Sias, and Jadene Tamura

Session IV: Selected Administration Procedures and Accountings
4.25 Participatory MCLE Credits; 4.25 Legal Specialization in Estate Planning; Trust & Probate Law

This panel will cover additional administration procedures. The speakers will cover custodial accounts, guardianships, health care directives, and accountings.

Speakers: Kimberly McGhee, Anne Rudolph, and William Sias

Session V: Transfers by Administration or Otherwise
2.25 Participatory MCLE Credits; 2.25 Legal Specialization in Estate Planning; Trust & Probate Law

This panel will cover transfers by administration or otherwise. The speakers will cover spousal set-asides, formal probates, will/trust contests, creditor’s claims, and various other trust & estate related litigation topics.

Speakers: Jeffrey Loew, Samuel Price, Lisa Roper, and Ben Schwefel

If you have any questions, please email programregistrations@calawyers.org