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News from the Section
- Webinar: NINGs, DINGs, and Dingalings: State Income Tax Planning with Nongrantor Trusts, Wednesday, July 22, 2015, 12 noon - 1 p.m.
- Webinar: Fundamentals of Trusts and Estates Practice III: Conservatorships, Wednesday, August 19, 2015, 12 noon - 1 p.m.
- Webinar: Fundamentals of Trusts and Estates Practice III: Litigating Internal Trust Matters, Wednesday, September 16, 2015, 12 noon - 1 p.m.
- 6 Hours of Self-Study CLE in the Specialty Areas -- Complimentary for Members of the Trusts and Estates Section!
- The Third Edition of the Guide to the California Rules of Professional Conduct for Estate Planning, Trust and Probate Counsel Is Available to Trusts and Estates Section Members at a Special Price
- The Educating Seniors Project Seeks Volunteer Attorneys for Speakers Bureau
- Recent Case Alerts that have been reported in the Trusts and Estates E-News are now available on the site.
- Trusts and Estates Section on the Radio
- Toll Free Senior Information Line: 1 - 888 - 460-7364
- Advance Care Health Directive
- Legislative Tracking
- Save Money with CEB
Webinar: NINGs, DINGs, and Dingalings: State Income Tax Planning with Nongrantor Trusts
Wednesday, July 22, 2015, 12 noon - 1 p.m.
This program offers 1 hour participatory MCLE credit. You must register in advance in order to participate.
The federal gift tax and state income tax issues related to Incomplete Gift Nongrantor Trust ("ING Trust") planning in California will be reviewed. Specific issues for trustees, advisors, agents, and beneficiaries will be highlighted. Structured and administered properly, the ING Trust may be an effective state income tax planning tool in limited fact scenarios which will be demonstrated. Constitutional limitations on state income taxation as they relate to potential legislative changes that may arise in the context of ING Trust planning will also be discussed.
Speaker: Matt Brown, Brown and Streza, LLP
Webinar: Fundamentals of Trusts and Estates Practice III: Conservatorships
Wednesday, August 19, 2015, 12 noon - 1 p.m.
This program offers 1 hour participatory MCLE credit; 1 hour legal specialization credit Estate Planning; Trust & Probate Law. You must register in advance in order to participate.
This entry-level course will provide an overview of conservatorships, the protective proceeding for those who are too infirm to manage their own affairs. The speaker will discuss matters such as the procedures for starting a conservatorship, the legal standards that must be met, and the general responsibilities of a conservator. This program is designed to provide an introduction to practitioners who may be new to the field of trusts and estates, as well as a review for experienced practitioners.
Speaker: Peter S. Stern, Esq., The Law Office of Peter S. Stern
Webinar: Fundamentals of Trusts and Estates Practice III: Litigating Internal Trust Matters
Wednesday, September 16, 2015, 12 noon - 1 p.m.
This program offers 1 hour participatory MCLE credit; 1 hour legal specialization credit in Estate Planning, Trust and Probate Law. You must register in advance in order to attend.
This entry-level course will focus on litigating disputes between trustees and beneficiaries under Probate Code section 17200 et seq., the statutory scheme that governs litigation regarding the internal affairs of a trust. This program will provide an overview of the applicable procedures and is designed as both an introduction to those who may be new to the field of trusts and estates and a review for more experienced practitioners.
Speaker: James P. Lamping, The Law Offices of James P. Lamping
6 Hours of Self-Study CLE in the Specialty Areas -- Complimentary for Members of the Trusts and Estates Section!
As a 2015 benefit of Section membership, we are pleased to offer six hours of MCLE credit, offering credit in all of the MCLE subfields.
If you were purchasing these courses individually in our Online Catalog, they would cost $210 -- so that's your Section membership more than paid for, and then some!
Just watch these programs, and keep a record of having done so in the event you're audited for MCLE compliance.
You can access these programs and the accompanying written materials any time this year in the Members Only Area.
Elimination of Bias in the Legal Profession
- Understanding the Role of the Interpreter – One More Way to Eliminate Bias in the Courtroom
- Staying Healthy and Mentally Competent Throughout a Long Legal Career
- Advertising Your Expertise and Experience: What Can You Do to Build Your Practice While Meeting Your Ethical Obligations?
- Conflicts of Interest and Disqualification Arising from Prior Client Representation: What are the Rules?
- Ethics Update 2014: Significant Development in the Law of Lawyering
- Lawyering on the Outside: Electronic Communications & Social Networking vs. Ethics & Professional Responsibility
Updated Ethics Guide for 2014
The Third Edition of the Guide to the California Rules of Professional Conduct for Estate Planning, Trust and Probate Counsel Is Available to Trusts and Estates Section Members at a Special Price
Neither the California Rules of Professional Responsibility nor the ABA Model Rules of Professional Conduct provide adequate guidance to California practicing trusts and estates lawyers. The Third Edition of the Guide to the California Rules of Professional Conduct for Estate Planning, Trust and Probate Counsel is offered by the Executive Committee of the Trusts and Estates Section of the State Bar (TEXCOM) to provide both general and fact-specific guidance to California trusts and estates lawyers facing common and unusual ethical issues and problems, with an emphasis on application of California-specific rules. The Third Edition replaces the Second Edition, which was released in 2007, and has been updated to reflect the current state of the law, including by way of example changes in the Care Custodian area and evolving social media issues. The updated Guide is an essential addition to the library of every California trust and estate lawyer.
The retail price for the Guide is $85.00. However, the Trusts and Estates Section offers the Guide to Section members at a reduced price of $40.00.
You can order the Guide directly HERE. Or go to our Sections Bookstore and click on "Trusts and Estates Section".
The Educating Seniors Project Seeks Volunteer Attorneys for Speakers Bureau
Educating Seniors Project Seeks Volunteer Attorneys for Speakers Bureau
The Trusts and Estates Section of the State Bar of California is pleased to announce that its Educating Seniors Project (ESP) has a new website: www.educatingseniors.org. ESP is seeking qualified California attorneys with a passion for helping seniors preserve and protect their independence by giving occasional presentations to seniors on issues of pressing concern, such as:
- Financial scams targeting seniors, and how to avoid them;
- Estate planning needs unique to seniors;
- Detection and prevention of financial elder abuse; and
- What seniors can do to live independently in their home for as long as possible.
If you are a trusts and estates attorney interested in participating in training to become a part of the ESP Speakers Bureau, and have the flexibility in your schedule to spare an occasional morning or afternoon to speak to seniors about trusts and estates issues, or if you would just like to learn more about the Educating Seniors Project, please contact us at TrustandEstates@calbar.ca.gov.
Trusts and Estates Section on the Radio
Radio station KALW regularly broadcasts "Your Legal Rights," a show in which callers can ask questions of attorneys with expertise in different areas of the law.
Listen Now to The Educating Seniors Project of the Trusts & Estates Section of the State Bar -- Aired on Feb. 18, 2015
Listen Now to A Refresher on Estate Planning -- Aired on Dec. 31, 2014
Listen Now to Estate Planning for your Golden Years, Program 2 --- Aired on September 17, 2014
Listen Now to Estate Planning for your Golden Years, Program 1 --- Aired on July 16, 2014
Listen Now to "Medical Eligibility Update" -- Aired on July 16, 2014.
Listen Now to Further "Discussion of Basic Estate Planning Issues" -- Aired on June 4, 2014.
Listen Now to "Basic Estate Panning Issues" -- Aired on April 30, 2014.
Listen Now to "Medi-Cal Changes and Covered California" -- Aired on April 9, 2014.
Listen Now to "Estate Planning for Same Sex Couples" -- Aired on July 31, 2013.
Advance Care Health Directive
The Advance Care Health Directive (Probate Code Section 4700-4701) is posted online on the State of California's Official California Legislative Information Web site. The form provided in Section 4701 can be used to create an advance health care directive. The other sections of this division govern the effect of the form or any other writing used to create an advance health care directive. An individual may complete or modify all or any part of the form in Section 4701.
Toll Free Senior Information Line: 1 - 888 - 460-7364
The Trust and Estates Section has established an information line to assist you in reporting the activities of attorneys and non-attorneys involved in fraudulent activities against seniors in California. The State Bar of California is authorized to discipline attorneys who have participated in these activities and to pursue complaints against non-attorneys for the unauthorized practice of law. Because of our limited resources, however, we encourage you to also file complaints with other appropriate state agencies and law enforcement branches.
The number is: 1-888-460-7364. Please assist the Section in publicizing the availability of this service! For more resources, see Educating Seniors Speaker Bureau at Educating Seniors.
The State Bar's Office of Governmental Affairs offers online bill tracking page for members of the Sections of the State Bar (as well as the Bar's Board of Trustees and its standing advisory committees). The page is accessible to all Section members who have created a State Bar Profile. To access the page, log in to your State Bar Profile and go to the Trusts and Estates Section Members Only Area.
Save Money with CEB
Continuing Education of the Bar, California (CEB) is extending some special discount offers to our section. As a member of the Trusts and Estates Section, you're eligible for:
- 10% off selected CEB print or online books
- A rebate on your section dues that can be applied to the cost of a CEB Gold CLE Passport or a CLE program ticket
A complete list of the products eligible for a discount is available on a CEB web page accessible through our Members Only Area. Information about the section dues rebate program can be found on the CEB Web site.
Trusts and Estates Section
The State Bar of California
180 Howard Street
San Francisco, CA 94105-1639