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

Event Code: G260502R2
For a printable flyer, click here.

Cost

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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
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