Looking Back at 2020 Trusts & Estates: Recent California Case and Legislative Developments

This program will review important California case law and legislative developments related to trusts and estate practitioners. New Gift and Estate tax cases will also be discussed as well as their impact on future planning strategies. Taught by Jennifer Scharre, the course will recommend best practices based on new legal principles and discuss potential pitfalls for the unwary.

Learning Objectives:

1. Review changes in California law and effective dates
2. Identify how the client solutions may differ under new legal principles
3. Recommend new practices based on changes to California law