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 c

ommittees, 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.

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

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

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/

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

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

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

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

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

06/30/2026

What does truly comprehensive special needs planning look like?

Join us on July 23 to learn from two of the field's leading voices: Sam Price, Certified Specialist in Estate Planning, Trust & Probate Law, author, podcaster, and Executive Committee member of the California Lawyers Association's Trusts & Estates Section; and Kevin Urbatsch, nationally recognized special needs planning attorney, author, educator, and Director of the Academy of Special Needs Planners.

Together, they'll share practical strategies for helping families move beyond the basic special needs trust and create plans that address real-world caregiving, advocacy, and long-term support needs.

Presented by TEXCOM; Education Subcommittee

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

Register now: https://bit.ly/4w5rXJf

06/25/2026

Join Josh Yager, Esq., and Sam Price for a practical and informative session on conducting an estate audit and strengthening estate planning from the ground up.

Learn how to identify the six key parts of an estate audit, spot common gaps and risks in estate plans, organize important documents and assets, and understand the barriers that often prevent families from planning ahead. This program will also highlight how professional guidance can help reduce cost, time, and stress while improving clarity and outcomes.

Don’t miss this opportunity to gain practical tools for more effective estate planning.

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

Address

160 Promenade Circle, Suite 115
Sacramento, CA
95834

Website

https://calawyers.org/section/trusts-and-estates/

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