Trusts and Estates Section

The Trusts and Estates Section is concerned with substantive and procedural laws governing trusts, probate estates, guardianships, conservatorships, and other matters affecting estate planning and administration. The section sponsors regular MCLE programs and Annual Probate Symposiums.


Five Reasons to Join the Trusts and Estates Section:


This is a time of unprecedented change for our practice area. As the only bar association with a countywide focus, we are uniquely positioned to bring you important developments when they occur, starting with the Los Angeles County Superior Court Probate Department. 

1. The Programs
We offer a robust calendar of timely and practical courses throughout the county, many of which feature at least one active bench officer. The free “Brown Bag” lunch programs we host at Court provide unique insights directly from judges and court personnel along with MCLE credit. Our programs often sell out, but section members get the first announcement along with a substantial discount. 

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2. The Newsletter
Each month, we bring our section members important news from the Court, together with recent cases, legislative developments, and details on upcoming programs. 

3. The Listserve
Got tricky questions? Our experienced practitioners are happy to answer them. 

4. The Outreach
Our section offers unmatched pro bono opportunities to assist seniors, children, and people with disabilities, who frequently are members of underserved communities. Working closely with the Court, we provide the specialized training to fulfill this commitment. 

5. The Networking
The Trusts and Estates Section is dedicated to maintaining our reputation for collegiality and mentoring. Every program provides an opportunity for those new to the field to meet seasoned  attorneys. Our annual Probate Department Reception brings bench and bar together in a relaxed environment.
 



NEW!

Resources for the Trusts and Estates Practitioner

Click here to see our comprehensive list of useful links and documents.






The Courts Top 10 Peeves

March 16, 2018
The Speakers were:  Hon. Barbara Johnson, LASC and Hon. Clifford Klein, LASC

 

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LASC's Probate web pages now contain useful links for forms, notices, and more. 
Click here to visit the site.

Learn more about the Trust and Estates Section's Arthur K. Marshall Award.

Trusts and Estates Newsletters

 

 

Trusts and Estates Section
Resources for the Trusts and Estates Practitioner


Click on any link below to view each resource:

Trusts and Estates Section Bylaws

PROGRAM MATERIALS

December 11, 2018
Why, When, and How to Bring a Revocable Trust Proceeding Trust into a Conservatorship Matter
(17 MG file)

September 13, 2018
Fiduciary Accounts: Requirements, Issues, and Common Mistakes

L.A. SUPERIOR COURT

Copies of Safekeeping Wills to the Public

Probate Division

Court Rules (Probate)

Local Forms (Probate)

Probate Notes

Probate Note Abbreviations

Filing Fees (pp. 5-7)

Emails to Probate Attorney (Parameters)

Electronic Filing FAQ

Probate Announcements

Probate News Releases

Attorney Notices (Probate)

Court Reporter Transcript Request Form

Instructions for Ordering Transcripts by Voicemail

Probate Court Forms - Decedent's Estates

Probate Court Forms - Guardianships & Conservatorships

CourtCall


 

 

L.A. COUNTY (REAL ESTATE)

Affidavit of Death of Trustee

Affidavit of Death of Joint Tenant

Affidavit of Surviving Spouse

Corrective Affidavit

Grant Deed

Quitclaim Deed

Documentary Transfer Tax Exemptions

Preliminary Change of Ownership Report (PCOR)

Change in Ownership Statement - Death of Real Property Owner

Claim for Reassessment Exclusion between Parent and Child

Claim for Reassessment Exclusion between Grandparent and Grandchild  

 



 

CALIFORNIA

Business Search

Probate Referee Guide

 



 

FEDERAL

Applicable Federal Rates (AFR)

Federal Register

Application for Employer ID Number (Form SS-4)

Directory of IRS-Recognized Charities and Nonprofits

 IRS Manual - Estate and Gift Tax Examinations

Section 645 Election to Treat Trust as Estate (Form 8855)