Annual Review of Recent Developments in Trusts and Estates

Speakers

Ciarán O’Sullivan The Law Office of Ciarán O’Sullivan	Frank Busch Coblentz, Patch, Duffy & Bass

The presenters will address new case law and legislation that affect Trust & Estate law and practice, including the following:

• Significant 2025 Cases
  - Herren v. George (2025) 109 Cal.App.5th 410 (1st. Dist.) – Duties of an Attorney Representing Clients with Diminished Capacity
  - Goebner v. Superior Court (2025) 110 Cal.App.5th 1105 (1st Dist.) – Deadline for Demurrers and other Pleadings in Probate Court
  - Packard v. Packard (2025) 108 Cal.App.5th 1284 (4th Dist.) – No Contest Clauses – Reformation Petitions
  - Estate of Boyajian (2025) 112 Cal.App.5th 843 (4th Dist.) – Methods of Will Revocation
  - Amundson v. Catello (2025) 111 Cal.App.5th 817 (4th Dist.) – Standing in Partition Actions
  - Estate of Estate of Daniel W. Bodmann (2025) 116 Cal.App.5th 401 (1st. Dist.) – Executors – Mismanagement as a Basis for Disqualification

• Significant 2025 Legislative Changes
  - AB 565 – Virtual Representation of Trust Beneficiaries
  - AB 1521 – Decedent’s Estates – New Notification to Director of Department of Child Support Services
  - SB 66 – Initial Disclosures in Trusts and Estates discovery now made permanent
  - SB 85 – Court may order service of Summons and Complaint by e-mail

Section Chair
Alicia Gámez, Law Office of Alicia M. Gámez
Frank Busch, Coblentz, Patch, Duffy & Bass

Event Code: G260502
For a printable flyer, click here.
For related events, click here. 

Cost

To Register

1. Sign in to your account, then select Register Myself at the bottom of the page.
   • Don't know your account information? Click Forgot username? or Forgot password? at the top right-hand corner.
   • Don't have an account? Select Create Account at the top right-hand corner.
   • Simply want to register for an event? Select Register for an Event at the top right-hand corner.
2. Select Proceed to Checkout to enter payment information, then Submit Order to complete the registration process.

Program Access
This is an in-Person program only.  Virtual access will not be available. Program recordings are not guaranteed and/or included with this registration, nor immediately accessible to registrants. Approved recordings of live programs are converted to On-Demand CLE Courses and available for separate purchase through a third-party library 30 business days after the live recording. 

Attending Programs
This event may be filmed or photographed. By participating in this event, you consent to have your likeness used for the BASF/JDC’s archival purposes and promotional materials. If you do not want to be photographed, please inform a BASF/STAFF person or the photographer.

For CLE events of 1.5 hours or less, Lunch & Learn programs, Happy Hours, Receptions, and Mixers, a refund is available if you submit your cancellation request at least 48 hours prior to the event. A $10 handling fee will be deducted from your refund. Please complete the Event Cancellation Form.

If you are unable to attend, you may send a substitute. Please complete the Event Cancellation Form.

MCLE Notice
To receive MCLE credit, you must sign in during the designated MCLE registration period. This activity is approved for Minimum Continuing Legal Education credit by the State Bar of California. BASF is a certified provider: Provider #103

Accessibility
People with disabilities and/or special requests should contact BASF regarding reasonable accommodations.