Trusts and Estates

OnDemand Webinar Bundle!

What are you doing on October 26, 2021? Are you taking the Estate Planning, Trust, and Probate Law Specialization Exam? The Trusts and Estates Section has put together a bundle of 5 past webinars Trusts & Estates: The Exam and You to help you prepare. And, if you buy the bundle, you will receive a 10% discount. Titles consist of the following:

  • Session I: Introduction to the Specialization Exam, Its Format, Subjects Covered and Professional Responsibility
  • Session II: Tax Matters
  • Session III: Estate Planning, Incapacity, and Trust
  • Session IV: Selected Administration Procedures and Accounts
  • Session V: Probate and Non-Probate Transfers

You can purchase the OnDemand Webinars and listen at your leisure, but don’t wait too long! Get ahead of the test with time to spare.

This offer expires on October 31, 2021. Good luck!


Session I: Introduction to the Specialization Exam, Its Format, Subjects Covered and Professional Responsibility
1.25 Legal Specialization in Estate Planning; Trust & Probate Law; 1.25 Participatory MCLE Credits
Session I will review the format of the Exam and its grading. The presenters will discuss study tips, and approaches to questions. 
Speakers: Vivian Thoreen and Patrick A. Kohlmann

Session II: Tax Matters
1.75 Legal Specialization in Estate Planning; Trust & Probate Law; 1.75 Participatory MCLE Credits
Session II will 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: Vivian Thoreen and Patrick A. Kohlmann

Session III: Estate Planning, Incapacity, and Trust
1.5 Legal Specialization in Estate Planning; Trust & Probate Law; 1.5 Participatory MCLE Credits
Session III 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: Vivian Thoreen and Patrick A. Kohlmann

Session IV: Selected Administration Procedures and Accounts
1.5 Legal Specialization in Estate Planning; Trust & Probate Law; 1.5 Participatory MCLE Credits
Session IV will cover additional administration procedures. The speakers will cover custodial accounts, guardianships, health care directives, and accountings.
Speakers: Vivian Thoreen and Patrick A. Kohlmann

Session V: Probate and Non-Probate Transfers
0.75 Legal Specialization in Estate Planning; Trust & Probate Law; 0.75 Participatory MCLE Credits
Session V 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: Vivian Thoreen and Patrick A. Kohlmann

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