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Locking Down on Recent Developments
Trusts & Estates Section
Credit(s):
1.5 Legal Specialization in Estate Planning; Trust & Probate Law
1.5 Participatory MCLE Credits
Patrick A. Kohlmann and Vivian L. Thoreen will review the recent developments from last year that are most pertinent and relevant to trust and estate attorneys. This includes selected cases of interest between November 19, 2020 and September 17, 2021, and selected legislation of importance chaptered between September 28, 2020 and September 30, 2021. Topics that will be covered include conservatorships, Prop. 58, court orders to mediate, requirements for amendments versus revocation, which presumption trumps when they conflict, revocable transfer-on-death deeds, transmutation, entitlement to accountings, financial elder abuse, spendthrift trusts, joint tenancy, etc.
1.5 Legal Specialization in Estate Planning; Trust & Probate Law
1.5 Participatory MCLE Credits
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