Past Events

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.
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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