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Trusts and Estates Section

News from the Section

Webinar: The California Conservatorship Jurisdiction Act

Tuesday, November 3, 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.

Trusts & Estates In a mobile society, seniors may have ties to residences and family members in several states. When the need for a conservatorship arises, the uniform law enacted in most states prescribes rules for determining jurisdiction, as well as procedures for transferring proceedings and recognizing out-of state conservatorship orders. Learn the rules under the new California Conservatorship Jurisdiction Act (CCJA) version of the uniform act, including the protections added for California conservatees. Understanding the streamlined procedures available under CCJA will benefit clients who may need to move a loved one, or exercise jurisdiction over assets in another state.

Speaker: Jennifer Wilkerson

State Bar of California Annual Meeting

My Annual MeetingThe State Bar of California 88th Annual Meeting
October 8-11, 2015
Anaheim, California

The State Bar of California returns to sunny Anaheim for the 2015 Annual Meeting. The Annual Meeting is a multiday showcase of continuing legal education courses, celebrity speakers, and noted legal scholars. Each day gives you several choices of courses and special events.

The Annual Meeting registration fee is structured to make it more affordable to attend. You can select either a Full Meeting Pass or a 2-Day Pass. Special fees are available for Young Lawyers and New Admittees. September 14 is the deadline for the lowest fee.

More than 100 programs are planned for the Annual Meeting, including these from the Trusts and Estates Section:

Program 24

Medi-Cal Long Term Care:  Estate Planning Strategies Under New and Proposed Regulations

Program 34

Estate Planning to Avoid Litigation: Strategies to Turn What May Seem Inevitable to Avoidable

Program 45

The "Guide to the Rules of Professional Conduct for Estate Planning, Trust and Probate Counsel"

Program 56

Understanding the Remedies Available for Financial Elder Abuse

Program 101

Recent Developments in Trust and Estates Law

For more information, see The State Bar of California Annual Meeting.

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.

Free self-study CLE from the Section 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

Competency Issues

  • Staying Healthy and Mentally Competent Throughout a Long Legal Career

Legal Ethics

  • 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

Cover of the New Ethics GuideThe 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:  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

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.

Legislative Tracking

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

CEB Discount Program for Section MembersContinuing 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
FAX 415-538-2368

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