California Lawyers Association - Trusts & Estates
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There are many things to consider when choosing a trustee or successor trustee for a trust. The trustee will face a number of challenges over the course of their service and will need to plan ahead to avoid the inevitable pitfalls. In this epi
When a client passes away, one of the most important items on our to-do list is to file certain tax returns. In this episode of Trust Me!, we will be discussing an overview of things to consider during the period of post-death administration,
In this episode of Trust Me!, Bette Epstein discusses the magic of the trust and estate mediation process to informally resolve disputes, which includes party engagement, active listening, patience and problem solving. About Our Guest:Bette Eps
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.Abou
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.About Our Guest:Kristin Yokomoto is a pa
Clients have grown to be more charitably inclined and want to incorporate charitable giving as part of their estate plan. In this episode, we discuss the basics of charitable planning, as we review the ABCs of those great acronyms: the CRUTs, C
What must be, and what should be included, by the trustee of a trust in an accounting? And, who is entitled to receive what kind of information? In this episode, our guest Denise Riley discusses the details of what is required in an accounting.
A revocable trust is an essential part of an estate plan in California. And when clients ask why they need a revocable trust, our answer is always: to avoid probate! We know that probate is time consuming and costly, but have you ever wondered
Join estate-planning attorney Elizabeth Bawden and trust-and-estate litigator Matt Owens for a discussion about the Corporate Transparency Act. About Our Guest: Elizabeth Bawden is a partner in Withers Bergman’s Los Angeles office. Elizabeth fo
Join Deputy District Attorney Scott Pirrello and Estate Planning Attorney Melissa Raneri Karlsten for a conversation about elder abuse, including internet and technology scams that everyone, no matter their age, is being bombarded with on a dai
Are irrevocable trusts truly irrevocable? One way to change the terms of an irrevocable trust is by decanting. In this episode, our guest Michael Rosen-Prinz will be discussing the particulars of California’s decanting statute. About Our Gues
Most attorneys are able to identify clients who clearly have mental capacity to make decisions and those who clearly lack such capacity. But what about the clients in the middle part of the spectrum?In this episode, geropsychologist Bonnie Ols
The world is getting smaller and smaller. As estate planners, we need to be aware of cross-border issues when it comes to estate planning and taxation. In this episode, our guest Chris Nason will be discussing a basic and practical overview o
In January of 2009, the infamous and anonymous Satoshi Nakamoto launched the Bitcoin Network. Bitcoin is the first cryptocurrency, which is a digital asset that lives on a decentralized public ledger, also known as the blockchain. Over a decade
In this episode, our guests, Marguerite Lorenz, Master Trustee, and Todd Stephenson, estate liquidator, will be discussing the difficulties that are encountered in dealing with personal property after someone has died. This episode is geared to
Trust and estate lawyers have a keen interest in state legislation. The California Lawyers Association gives them a voice in Sacramento. When conservatorships became a hot topic in the Legislature, the Trusts and Estates Section of CLA was th
Private letter rulings (PLRs) are one of many tools that tax and wealth planning professionals can employ to benefit their clients, but many professionals are unaware of the benefits of PLRs or don’t know how to obtain PLRs. Our guest, S. Eva
Join us for a conversation with neuropsychologist Jonathan Canick about the interplay between aging and an elder client’s capacity to execute estate planning documents. Aging itself has no direct effect on mental capacity, but ageist stereotyp
What is a conservatorship? Over the past few years, “conservatorship” has become a popular buzz word and the topic of many discussions in the media. With this new-found attention on conservatorships, California lawmakers have been busy, passing
In this episode, our guest Josie M. Porras Corporon, CELA, will be diving into the misunderstood world of elder law. This episode is geared towards practitioners who don’t know what an elder law attorney does and when they need to refer their
Probate matters and general civil matters can sometimes be seen as operating in two separate worlds. However, in practice, these worlds often interact with one another. In this episode, we are covering probate and civil crossover issues. We
Amending revocable trusts is such a common occurrence for estate planners that the procedure for doing so may be given little thought. Most trust instruments include provisions establishing the procedures for amendment, but what if those proced
Surveys reveal an equity gap in estate planning. Although everyone should have an estate plan, Americans in communities of color are less likely to have plans in place. Without powers of attorney and health care directives, families may find
There’s a lot of talk about student loan debt and the rising cost of college education. One tax effective solution for clients who want to help their children or grandchildren with this rising cost is a 529 plan. In this episode, our guest Da
Many elders who need support with their activities of daily living want to remain in their homes as long as possible. How can caregivers be hired and paid in compliance with the law? What do California trust and estate lawyers need to know to
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