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.

05/27/2026

Is your estate plan truly complete or are there hidden gaps you haven’t caught yet?

Join Josh Yager, Esq. and Sam Price for a practical session on conducting a thorough estate audit and understanding what it takes to create a clear, organized, and effective plan for the future.

In this program, you’ll learn how to:
• Identify the six key parts of an estate audit
• Spot common gaps and risks in estate plans
• Organize documents and assets more effectively
• Understand why families often avoid planning
• See how professional guidance can reduce cost, time, and stress

Gain actionable insights to help bring clarity and structure to estate planning decisions.

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

05/22/2026

🎉 Join the CLA Trusts & Estates Section and Young Tax Lawyers for a statewide networking night on June 4!

Whether you’re a seasoned practitioner, new attorney, or law student interested in trusts, estates, and tax law, this is a great opportunity to meet fellow professionals in a relaxed setting. Light refreshments will be provided, and attendance is FREE for all Trusts & Estates Section members.

Choose your location and RSVP today:

📍 Sacramento — Drake’s: The Barn | 5–7 PM | https://forms.office.com/pages/responsepage.aspx?id=ly0adJlKrUKkjte8ZGJO728fMe-fESRIk7Zo8RL9auZUM1I4UDE2RTQ1OVpJNDVRV0FWUk5JODYyUS4u&origin=lprLink&route=shorturl&utm_source=hs_email&utm_medium=email&_hsenc=p2ANqtz-95M2NtZHldxvydVQ38-UnJ9pHcwttb3ZNemR_rebW1vooZWcEq6K7cIh8oWhqajGQkL6vK

📍 Los Angeles — Casa Dani & Katsuya | 4:30–6 PM | https://forms.office.com/pages/responsepage.aspx?id=ly0adJlKrUKkjte8ZGJO728fMe-fESRIk7Zo8RL9auZUMElQS0tBWVBJMEM2WFdQUERIRjJVQlc0RS4u&origin=lprLink&route=shorturl&utm_source=hs_email&utm_medium=email&_hsenc=p2ANqtz--BFpv7QQ_hBU_FZ1JgbPkiqFzgmqr3SUr2NjOyyMK9rpN5dE7mCbJ2u3yGKwhr_o1pdoBe

📍 Orange County — Hangar 24 | 5–7 PM | https://docs.google.com/forms/d/e/1FAIpQLScDIoa-E-_OCeBItMPPlpGN5jvpi3k_WvA4Po3L0gRdNOsKcQ/viewform?_hsenc=p2ANqtz--vFd7bxaQx-WBVwAYK-2AVuPcffiLCxmE4r2kroK_G0Hl8eaFMiFAZAiezRn1bGkgw7ldr

📍 San Diego — O’Connell Room at Sidecar | 6–8 PM | https://www.eventbrite.com/e/san-diego-ytl-post-12th-annual-conference-social-tickets-1988636707926?utm_source=hs_email&utm_medium=email&_hsenc=p2ANqtz-_Fs7s584zhTBpKEWFspvqUm289eMMV40AdzU57nHWyNaY3zvsJmkT7zhTrut7GhAhGUY2q

We hope to see you there! ✨

05/19/2026

Happening TODAY

Join our webinar on U.S. Commercial Entities for Mexican Groups, Manufacturing Arrangements, and other U.S. and Mexican Updates.

We’ll cover key tax considerations, manufacturing trends post-OBBBA, and recent developments impacting U.S.–Mexico payments.

1 Participatory MCLE Credit

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

05/04/2026

Join our upcoming webinar, U.S. Commercial Entities for Mexican Groups, Manufacturing Arrangements, and other U.S. and Mexican Updates

Maria Otero and Eugenio Grageda bring deep experience in international tax and cross-border planning. They’ll share practical insights on U.S.–Mexico structures, manufacturing trends, and key considerations impacting cross-border payments.

1 Participatory MCLE Credit

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

04/22/2026

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).

Cross-border planning may look straightforward, but hidden ethical and regulatory risks can expose both you and your clients to serious domestic and international penalties. Learn about common strategies and how to navigate them safely.

There’s still time to join and earn credit while sharpening your approach to cross-border matters.

Join today: https://bit.ly/3Ohh72m

04/21/2026

Join us on May 19 for U.S. Commercial Entities for Mexican Groups, Manufacturing Arrangements, and other U.S. and Mexican Updates.

Learn about key tax considerations for U.S.–Mexico structures, including sales entities, manufacturing trends post-OBBBA, and recent developments impacting cross-border payments.

1 Participatory MCLE Credit

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

04/14/2026

Cynthia D. Brittain, a private wealth services attorney at Holland & Knight, brings deep experience advising high-net-worth clients across the U.S. and internationally. Based in Los Angeles and Newport Beach, she designs sophisticated strategies that maximize tax efficiency while addressing complex wealth transfer and business succession goals.

Join Cynthia for Ethical Issues in Cross-Border Planning: Hidden Risks in Common Planning Strategies to gain practical insights into navigating the ethical challenges that can arise in cross-border estate planning.

Register today: https://bit.ly/3Ohh72m

04/08/2026

Trusts & Estates Attorneys, are your cross-border strategies as safe as they seem?

Join our upcoming webinar, Ethical Issues in Cross-Border Planning: Hidden Risks in Common Planning Strategies, on April 22 from 12:00–1:00 PM, and earn 1 Participatory MCLE Credit.

Even the most routine cross-border planning techniques can carry unintended ethical and regulatory risks, potentially triggering serious domestic or foreign civil and criminal penalties. This session will break down common strategies and highlight best practices to help you identify and avoid pitfalls before they escalate beyond U.S. borders.

Stay ahead of evolving risks and protect both your clients and your practice.

Register today: https://bit.ly/3Ohh72m

04/01/2026

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 – Partner at Coblentz Patch Duffy & Bass and Certified Specialist in Estate Planning, Trust and Probate Law.
🎤 Ryan Szczepanik – Senior Wealth Strategist at BNY Wealth and Certified Specialist in Estate Planning, Trust and Probate Law.

They’ll discuss how net worth may be calculated, potential planning opportunities, and possible constitutional challenges.

Join us here: https://calawyers.org/event/webinar-will-all-the-real-billionaires-please-stand-up/

03/23/2026

🎤 Meet the Speakers

Jennifer Scharre, Partner at Coblentz Patch Duffy & Bass, advises high-net-worth clients on sophisticated wealth transfer strategies and is a Certified Specialist in Estate Planning, Trust and Probate Law.

Ryan Szczepanik, Senior Wealth Strategist at BNY Wealth and former law firm shareholder, works with families, executives, and business owners on trusts, estates, and tax planning.

Listen to our experts on April 1 from 12 PM - 1 PM: https://calawyers.org/event/webinar-will-all-the-real-billionaires-please-stand-up/

Address

400 Capitol Mall, Suite 650
Sacramento, CA
95814

Website

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

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