Friday, September 26, 2025 – Day 1
Registration + Breakfast: 8:00 am
Morning Sessions: 8:30 am – 12:00 pm
- 8:30 am – 9:45 am: Indexing the Probate Code
- 9:45 am – 11:00 am: Undue Influence and Elder Financial Abuse
- 11:00 am – 11:15 am: Morning Break
- 11:15 am – 12:00 pm: Spousal Undue Influence
Lunch: 12:00 pm – 1:00 pm
Afternoon Sessions: 1:00 pm – 5:00 pm
- 1:00 pm – 2:15 pm: Attorney Ethics (Blended Family Planning)
- 2:15 pm – 2:30 pm: Ethics of Multi-Party Representation
- 2:30 pm – 2:45 pm: Afternoon Break
- 2:45 pm – 3:15 pm: Pretermitted Heirs and the Definition of “Child” under the Probate Code
- 3:15 pm – 5:00 pm:
- Special needs trusts (third-party)
- Elder and dependent abuse
- Fiduciary duty of trustees
Saturday, September 27, 2025 – Day 2
Registration + Breakfast: 8:00 am
Morning Sessions: 8:30 am – 12:00 pm
- 8:30 am – 9:30 am: Trust Income Tax
- 9:30 am – 10:30 am: Trust Modification
- 10:30 – 10:45 am: Morning Break
- 10:45 am – 11:30 am: Validity of Wills and Trusts
- 11:30 am – 12:00 pm: Ownership of Accounts – Community vs. Separate Property
Lunch: 12:00 pm – 1:00 pm
Afternoon Sessions: 1:00 pm – 5:00 pm
- 1:00 – 1:45 pm: Construction of Wills and Trusts
- 1:45 pm – 2:30 pm: Elder Financial Abuse and Conservatorship, Including Standing
- 2:30-2:45 pm: Afternoon Break
- 2:45 – 3:00 pm: Statutory Wills
- 3:00 – 3:30 pm: Deadlines
- 3:30 – 5:00 pm: Property Taxes and Prop 19
California CLE credit is pending approval for 14 credit hours.
