Trusts and Estates Section of the California Lawyers Association

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Trusts and Estates Section of the California Lawyers Association We encourage California Trusts and Estates lawyers to join us in our endeavors to protect the public and improve the practice.

We are committed to accessibility! Learn more at https://calawyers.org/accessibility/ The Section was originally formed in 1976 as the Estate Planning, Trust & Probate Section. In 2002, the Section changed its name to the Trusts and Estates Section. Section membership includes more than 5,000 attorneys from Eureka to El Centro with interests and expertise in some or all of our active substantive committees, which include Estate Planning, Income and Transfer Taxes, Trust and Estate Administration, Litigation, Incapacity (including Conservatorship, Guardianship, and Elder Law), and Ethics. Become a player – or at least an informed spectator – in one of the most dynamic State Bar Sections. Support the work we do monitoring, drafting, and critiquing legislation which affects those areas of the law which have an impact on us as trust and estate practitioners, our clients and the general public. We encourage Trusts and Estates lawyers to join the Section and work on our various committees. We are an active Section and always need qualified and experienced lawyers to assist in our endeavor of better serving the public and Trusts and Estates practitioners.

Missed an important tax election? There may still be a way to fix it.Join us for “Missed Elections and How to Fix Them” ...
10/02/2026

Missed an important tax election? There may still be a way to fix it.

Join us for “Missed Elections and How to Fix Them” with Daniel J. Gespass.

Explore relief for three common missed elections:
- GST
- Portability
- QTIP

Learn when IRS relief may be available and how to request it while earning 1 Participatory MCLE Credit, including 1 Legal Specialization Credit in Estate Planning; Trust & Probate Law.

Register now: https://hubs.la/Q04yJ_Tq0

Happening TODAYWhat happens after Breslin?Join Hon. Glen M. Reiser (Ret.) and attorney Jeff Loew for an engaging discuss...
09/01/2026

Happening TODAY

What happens after Breslin?

Join Hon. Glen M. Reiser (Ret.) and attorney Jeff Loew for an engaging discussion on Breslin v. Breslin, court-ordered mediation, Probate Code § 1209(c), and what comes next.

September 1 | 12:00 PM–1:00 PM
1 Participatory MCLE Credit

Speaker: Glen M. Reiser
Moderator: Jeff Loew

Don’t miss this timely conversation on the evolving landscape of probate law.

Register now: https://bit.ly/4zltTQo

Two seasoned legal minds. One conversation.Meet the speakers behind Breslin and Beyond: Hon. Glen M. Reiser (Ret.), a fo...
08/26/2026

Two seasoned legal minds. One conversation.

Meet the speakers behind Breslin and Beyond: Hon. Glen M. Reiser (Ret.), a former California trial judge and experienced mediator, and attorney Jeff Loew, a Certified Specialist in Estate Planning, Trust, and Probate Law with decades of experience in trust and estate litigation.

Together, they’ll explore Breslin v. Breslin, court-ordered mediation, Probate Code § 1209(c), and what’s next for trust disputes.

September 1 | 12:00–1:00 PM
1 Participatory MCLE Credit

Don’t miss this conversation with two leaders who bring deep courtroom and mediation experience to the issues shaping probate practice today.

Register now: https://bit.ly/4zltTQo

What happens after Breslin?Join Hon. Glen M. Reiser (Ret.) and attorney Jeff Loew for an engaging discussion on Breslin ...
08/13/2026

What happens after Breslin?
Join Hon. Glen M. Reiser (Ret.) and attorney Jeff Loew for an engaging discussion on Breslin v. Breslin, court-ordered mediation, Probate Code § 1209(c), and what comes next.

September 1 | 12:00 PM–1:00 PM
1 Participatory MCLE Credit

Speaker: Glen M. Reiser
Moderator: Jeff Loew

Don’t miss this timely conversation on the evolving landscape of probate law.

Register now: https://bit.ly/4zltTQo

🏆 Have a passion for trusts and estates law? Put your ideas on paper, and you could win $2,500.The Trusts and Estates Se...
08/05/2026

🏆 Have a passion for trusts and estates law? Put your ideas on paper, and you could win $2,500.

The Trusts and Estates Section Writing Competition is now accepting submissions from law students and attorneys practicing for three years or less.

The winning submission will receive:

💰 A $2,500 cash prize
✍️ Publication in the Trusts and Estates Quarterly
🌟 Recognition by the California Lawyers Association Trusts and Estates Section

Whether your interests are in estate planning, probate, trust administration, litigation, elder law, taxation, or another area of California trusts and estates law, we encourage you to submit your work.

📅 Submission Deadline: August 31, 2026

Know a law student or early-career attorney who would be a great fit? Share this opportunity with them!

Learn More or Submit Your Nomination: https://calawyers.org/section/trusts-and-estates/writing-competition/

Happening TODAYCalifornia finally has a virtual representation statute, but what does it actually mean for your practice...
07/29/2026

Happening TODAY

California finally has a virtual representation statute, but what does it actually mean for your practice? Join us on July 29 for a practical webinar exploring the new law, its real-world applications, common pitfalls, and how to use it correctly. Earn 1 MCLE credit with speakers Kelly Cooksey, Michael Rosen-Prinz, and Anna Soliman.

Register now: https://bit.ly/3ST4qgs

Happening TODAY!A special needs trust may preserve benefits, but a truly effective special needs plan requires much more...
07/15/2026

Happening TODAY!

A special needs trust may preserve benefits, but a truly effective special needs plan requires much more.

Join us for The Complete Special Needs Plan: What Families Need but Rarely Receive and learn how to help clients address advocacy, caregiver oversight, supported decision-making, estate plan coordination, and other critical planning considerations.

Presented by TEXCOM; Education Subcommittee

Speakers: Sam Price and Kevin Urbatsch

Earn 1 Participatory MCLE Credit, 1 Legal Specialization Credit, and 1 Technology in the Practice of Law Credit.

Register now: https://bit.ly/4aNimOV

Get practical guidance from attorneys at the forefront of trusts and estates law. Featuring Kelly Cooksey (Loeb & Loeb),...
07/14/2026

Get practical guidance from attorneys at the forefront of trusts and estates law. Featuring Kelly Cooksey (Loeb & Loeb), Michael Rosen-Prinz, and Anna Soliman (Sheppard Mullin), this July 29 webinar will explore what California's new virtual representation statute means for your practice and how to apply it with confidence.

Register now: https://bit.ly/3ST4qgs

California finally has a virtual representation statute, but what does it actually mean for your practice? Join us on Ju...
07/10/2026

California finally has a virtual representation statute, but what does it actually mean for your practice? Join us on July 29 for a practical webinar exploring the new law, its real-world applications, common pitfalls, and how to use it correctly. Earn 1 MCLE credit with speakers Kelly Cooksey, Michael Rosen-Prin, and Anna Soliman.

Register now: https://bit.ly/3ST4qgs

Happening TODAY!Still treating estate asset discovery like a months-long scavenger hunt? It doesn’t have to be.Learn how...
07/09/2026

Happening TODAY!

Still treating estate asset discovery like a months-long scavenger hunt? It doesn’t have to be.

Learn how to uncover hidden estate assets faster using government and financial data sources, automated discovery tools, and the key ethical boundaries practitioners need to know.

1 Participatory MCLE Credit;1 Legal Specialization in Estate Planning; Trust & Probate Law

Speakers: Sam Price & Stephen Walter

Register now: https://bit.ly/4on955Y

Address

160 Promenade Circle, Suite 115
Sacramento, CA
95834

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