CLA Trusts & Estates Section @CLATrusts
A proud part of @CALawyersOrg (Accessibility: https://t.co/435ilJbNBc) calawyers.org/trusts Sacramento, CA Joined November 2014-
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Happening TODAY Don’t miss today's webinar: Ethical Issues in Cross-Border Planning: Hidden Risks in Common Planning Strategies at 12:00 PM (1 Participatory MCLE Credit). Learn about common strategies and how to navigate them safely. Join today: bit.ly/3Ohh72m
Cynthia D. Brittain brings experience advising clients across the U.S. and internationally. Join Cynthia for this upcoming webinar to learn about the ethical challenges that can arise in cross-border estate planning. Register now: bit.ly/4sfX8ix
Are your cross-border strategies as safe as they seem? Our upcoming webinar will break down common strategies and highlight best practices to help you identify and avoid pitfalls before they escalate beyond U.S. borders. Register today: bit.ly/3Ohh72m
Join us today, 4/1, at 12:00 PM for Will All the Real Billionaires Please Stand Up? as our speakers break down California’s proposed “Billionaires’ Tax.” 🎤 Jennifer Scharre & Ryan Szczepanik Join us here: calawyers.org/event/webinar-…
🎤 Meet the Speakers Jennifer Scharre, Partner at Coblentz Patch Duffy & Bass Ryan Szczepanik, Senior Wealth Strategist at BNY Wealth and former law firm shareholder Listen to our experts on April 1 from 12 PM - 1 PM: calawyers.org/event/webinar-…
💰 Will All the Real Billionaires Please Stand Up? Hear insights from Jennifer Scharre and Ryan Szczepanik as they break down what this proposal could mean for clients and practitioners. Register now: calawyers.org/event/webinar-…
Today at 12 PM: Don’t Miss This Trust & Estates Webinar Mental illness and diminished capacity issues are showing up more frequently in estate planning practices. Are you prepared? Join us today at 12:00–1:00 PM 🎓1 Participatory MCLE Credit Register: calawyers.org/event/webinar-…
⏳ Less than one week left to apply. The deadline to join the Trust & Estates Executive Committee is March 1 — and time is running out. Supplemental application REQUIRED Apply before March 1: calawyers.org/cla/appointmen… Supplemental Application (REQUIRED): calawyers.org/wp-content/upl…
Are you ready when mental illness and estate planning intersect? As more clients present with dementia, diminished capacity, or other mental health conditions, the stakes for getting it right have never been higher. Register now: calawyers.org/event/webinar-…
Apply NOW for the Trust & Estates Executive Committee, with a March 1, 2026, deadline. You must submit the CLA Executive Committee application AND the Trust & Estates supplemental application! Apply now: bit.ly/43OWyjx Supplemental Application: bit.ly/46TGv4k
Trusts & Estates Quarterly, Volume 31, Issue 2, 2025 The CLA Trusts and Estates Section Executive Committee (TEXCOM) is excited to share these Quarterly articles with you! Access the Quarterly Articles for Volume 31, Issue 2, 2025 here: bit.ly/4kH2gdC
🚨 Today! Don’t miss our Trust & Estate Litigation update for 2025 Join Jeff Loew, Ciarán O’Sullivan, and Matthew R. Owens for a review of recent case law and key legal developments affecting trust and estate practitioners. 📅 TODAY | 12:00–1:00 PM calawyers.org/event/webinar-…
🎤 Meet the Speakers: 2025 – Trust & Estate Litigation Jeff Loew Ciarán O’Sullivan Matthew R. Owens 📅 Feb 12 | 12–1 PM | 1 MCLE Credit 🔗 Register now: calawyers.org/event/webinar-…
Trust & Estate Litigation in 2025! What’s changed and what’s ahead? 📅 February 12 | 12:00–1:00 PM Register now: calawyers.org/event/webinar-…
🎙️SEASON 6, EPISODE 1 - 2025 Legislation: New Laws That Trusts and Estates Practitioners Should Know Join our three speakers, attorneys Kristin Yokomoto, Paul Gruwell, and Mara Mahana, on this episode! 🎶 Listen here: bit.ly/499YENa
Get a Legislative Update that Trust and Estate Practitioners Should Know by January 2026! Our webinar will be TODAY, December 3rd, from 12-1 PM! Also earn MCLE credit while tuning in! It is not too late to join us: bit.ly/4qXPn1h
Join us TODAY, November 20th, for the 2025 Gift & Estate Tax Update webinar. Hear from experts Jennifer Scharre and Steven Walker as they break down the latest changes impacting Trusts and Estates practice. Join us: calawyers.org/event/webinar-…
Join us for our Webinar: 2025 Year-End Legislation Update: New January 1, 2026 Laws That Trust and Estate Practitioners Should Know! Spotlight on Our Expert Panel: Kristin Yokomoto, Mara Mahana, and Anne Rudolph Register Now: bit.ly/4qXPn1h
Two perspectives. One goal: stopping financial abuse. What happens when financial elder abuse meets securities fraud? Learn from both Jeff Loew and Brent Smyth today, November 18th, for more insights! It's not too late to join us at 12 PM. Register now: bit.ly/4oU10EK
Meet our speakers for From the SEC to the Probate Court: Targeting Financial Elder Abuse and Securities Fraud! Jeff Loew & Brent Smyth 🗓️ November 18 | 12–1 p.m. 💼 1 Legal Specialization in Estate Planning; Trust & Probate Law | 1 MCLE Credit Register: calawyers.org/event/webinar-…
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