January 23, 2025 |
TBD
TBD |
December 5, 2024 |
"A Litigator's List of Hot Topcs Tending to Bring Trust Administration into Court"
Adam Streltzer, Esq. |
October 24, 2024 |
California Income Taxation of Trusts and Estates
Paul Frimmer, Esq. - Loeb & Loeb |
September 26, 2024 |
Money, Marriage, Debt & Death - Handling Post-Mortem Trust Administration with Community Property Issues
Lynda I. Chung, Esq. |
June 27, 2024 |
“Should I Contest that Will? Things to know and Think about before Filing a Will Contest”
Matthew D. Kanin of Greenspoon Marder LLP |
May 30, 2024 |
“My Client Wants to Set Up a Private Foundation. What Do I Tell Them? A Discussion of Charitable Alternatives”
Allan B. Cutrow Esq. of Mitchell Silberberg & Knupp LLP |
April 25, 2024 |
Best Practices for Probate Matters
Carmen Alberio and David Gibson |
March 28, 2024 |
“No One is Immortal – Procedures and Protections When a Practice Needs to be Closed and Ideas to Retirement”
Marshal A. Oldman Esq. and Marc Sallus Esq. |
February 29, 2024 |
Leaving California: Client Counseling for New Refugees
William F. Kruse, Esq. |
January 25, 2024 |
Don’t Say We Didn’t Warn you: A Probate Litigator’s Words of Wisdom
Lindsey Munyer - Keystone Law Group, P.C. |
December 12, 2023 |
PROBATE MEDIATIONS TRAVELING "EMOTIONAL" HIGHWAYS TO RESOLUTION
Judge Mary House |
October 26, 2023 |
Onboarding New Clients and the Fundamentals of Conflicts of Interest
Joel A. Osman, Esq. |
September 28, 2023 |
How to Preserve a Sale of Real Estate - Everything You Need to Know about Trust, Estate, and Conservatorship Sales
Nancy Sanborn and Brian Joy |
June 22, 2023 |
“2023 Property Tax Change in Ownership Updates”
Matthew Burke |
May 23, 2023 |
“Shifting to Neutral - The Change in the Courts' View on Trustees Remaining Impartial in Light of Breslin v. Breslin and Zahnleuter v. Mueller”
Mark A. Lester and Eric A. Hirschberg |
April 27, 2023 |
Simultaneous Death and Other Accidents of Timing that Effect Inheritance Rights
Mark J. Phillips |
March 23, 2023 |
“What’s New in Estate Planning”
Robert Strauss |
January 26, 2023 |
How and When to Use a Valuation Expert
Chris Hamilton |
June 24, 2021 |
"The Psychology of Dispute Resolution"
Prof. Stephanie Blondell & Judge Glen Reiser (Ret.) |
April 22, 2021 |
Special Ethics Issues for the Trusts and Estates Attorney
Hon. Mary Thornton House, Ret. and Erin Joyce, Esq. |
September 24, 2020 |
Out of the Woodwork: Navigating California’s Omitted Child Statutes
Robert Eroen, Esq. and Maggie Strong, Esq. |
June 25, 2020 |
Navigating the New Rules for Required Minimum Distributions After the SECURE Act and the CARES Act
Robert Lowe, Esq., Mitchell Silberberg & Knupp |
May 28, 2020 |
How Technology is Changing Trusts and Estates
Robert Barton and Vivian M. Rivera of Holland & Knight |
February 20, 2020 |
Nuts and Bolts of Guardianships
Jeff Marvan, Esq. |
January 23, 2020 |
“Bad Heir Day: Tortious Interference with an Expectancy”
Seth W. Krasilovsky, Esq. |
December 5, 2019 |
Using a Fiduciary Outside of the Box
Edward M. Phelps, Esq. |
October 24, 2019 |
What Probate and Estate Planning Attorneys Need to Know about Pre-Marital Agreements, Post-Marital Agreements, and Transmutation Agreements
Mark Gross, Esq. and John E. Rogers, Jr., Esq. |
September 26, 2019 |
2019 Estate, Gift, Benefits and Retirement Planning Update After Tax Reform
Andrew M. Katzenstein, Esq. |
June 27, 2019 |
The New Decanting Law - What It Means To You
David A. Coleman, Esq. |
May 23, 2019 |
“No Certificate of Independent Review? Can the Gifts to a Prohibited Transferee Otherwise be Salvaged?”
Hon. Lesley Green (Ret.), Sarah Broomer, Esq., and Mark Lester, Esq. |
April 25, 2019 |
How the Assessor Evaluates Ownership and How to Avoid Complications
Jeffrey Prang, LA County Assessor |
March 28, 2019 |
TBD
Prof Gregory Ogden |
February 21, 2019 |
TBD
Mark J. Phillips, David W. Trader, MD, Hon. Reva Goetz, Ret. |
January 24, 2019 |
TBD
Hon. Glen M. Reiser |
December 6, 2018 |
TBD
Matthew Burke, Esq. |
October 25, 2018 |
TBD
Rufus V. Rhoades |
September 27, 2018 |
"Defining the Vision - Comprehensive Planning for Families with Special Considerations"
Ann Koemer, RN, BSM, CRRN, President, National Care Advisors |
June 28, 2018 |
TBD
Stephanie Buckley, Esq. |
May 24, 2018 |
"The Decline and Fall of the Spendthrift Clause”
Adam Streltzer, Esq. and Robert Eroen, Esq. |
April 26, 2018 |
"Planning Opportunities Under the New Tax Law"
Robert Strauss, Esq. |
March 22, 2018 |
Transfers to Care Custodians and Certificates of Independent Review: A Litigator's Perspective and a Judicial Perspective, Note: Exact Title Pending
NR, Alan Yoshitake, Judge David Cowan |
February 22, 2018 |
"What Judges Need, Want, and Love" by Judge Mary Thornton House
Judge Mary Thornton House |
January 25, 2018 |
"Estate Planning Update" by Andrew Katzenstein, Esq.
Andrew Katzenstein, Esq. |
December 7, 2017 |
California Property Tax – Complex Change in Ownership Rules for Trusts and Estates
Matthew Burke. Esq. |
October 26, 2017 |
“The Business of Bitcoin: What it is, How it Works, and Why it Matters to You and Your Clients!”
William F. Kruse, Esq. |
September 28, 2017 |
"How to Choose the Right Fiduciary: From the Perspectives of a Drafter, A Litigator, and a Fiduciary"
Michael R. Augustine |
June 22, 2017 |
“The Junction of Excellent Estate Planning and Terrible Trust Administrations”
Alan T. Yoshitake, Esq. (Seyfarth Shaw LLP) |
May 25, 2017 |
Speaker: Mike Merlo
Mike Merlo |
April 27, 2017 |
Speaker: Michael Augustine
Michael Augustine |
March 23, 2017 |
Speaker: Andrew Katzenstein
Andrew Katzenstein |
February 23, 2017 |
Speaker: Jeff Forer
Jeff Forer |
January 26, 2017 |
“Wage and Hour Issues in 2017”
Cynthia L. Elkins, Esq. |
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