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.

10/21/2026

What does effective advocacy look like when a trust dispute turns personal? Find out November 5 in “Maintaining Legal and Professional Decorum in High-Conflict Trust Litigation.”

Speaker highlight: Ryan B. Kalashian, Senior Litigation Associate at The Estate Lawyers, PC, focuses on high-conflict trust and estate disputes. Kimberly R. McGhee, Partner at The Estate Lawyers, is a Certified Specialist in Estate Planning, Trust & Probate Law and a Certified Elder Law Attorney. Together, they bring deep experience in trust litigation and complex client matters.

Earn 1 participatory MCLE credit, including 1 Legal Ethics credit.

Register: https://bit.ly/4jmpya3

10/20/2026

Who pays when a trust amendment is challenged, and when can a trustee use trust funds to defend it? Join Judge Sandra Bean and Judge Glen Reiser (Ret.) for “Attack on a Trust Instrument: The Duty of Impartiality: How to Keep Your Trustee out of Hot Water.”

The webinar takes place November 18 from 12:00 P.M. to 1:00 P.M. and offers 1 Participatory MCLE credit and 1 Legal Specialization credit in Estate Planning, Trust & Probate Law.

Register: https://bit.ly/4yAlHKn

10/19/2026

Join Daniel J. Gespass, Managing Director in Andersen’s US National Tax practice, for “Missed Elections and How to Fix Them."

With 10+ years of experience across the public and private sectors—including time as a Senior Technician Reviewer with the IRS Office of Chief Counsel—Dan brings deep expertise in estate, gift, GST, and fiduciary income tax matters.

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/Q04yK4kC0 (https://hubs.la/Q04yK4Lw0)

10/15/2026

High-conflict litigation calls for clear judgment and steady advocacy. Join us November 5 for “Maintaining Legal and Professional Decorum in High-Conflict Trust Litigation.”

Ryan B. Kalashian and Kimberly R. McGhee will share practical strategies for managing client conflict, maintaining courtroom credibility, and meeting your ethical obligations without compromising zealous advocacy.

Earn 1 participatory MCLE credit, including 1 Legal Ethics credit.

Register: https://bit.ly/4jmpya3

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

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

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

Address

160 Promenade Circle, Suite 115
Sacramento, CA
95834

Website

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

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