Trusts and Estates

About the Section

The ACBA Trusts and Estates Section provides Minimum Continuing Legal Education (MCLE) programs and networking opportunities for trust and estate attorneys.

To join the section, please contact our Membership Department at (510) 302-2200 or hadassah@acbanet.org.

 

Upcoming Programs

Trusts and Estates Study Group

Members of the ACBA Trusts and Estates Section and EBTEL are invited to attend monthly meetings of the ACBA Trusts and Estates Study Group. The Study Group meets on the third Tuesday of each month at the ACBA from 11:45 AM - 1:00 PM. The study group is an opportunity for both new and experienced practitioners to ask practice questions, collaborate and learn.

June 21, 2016 from 4:30 p.m. - 7:30 p.m.   

Recent Changes in Testamentary Capacity Rules: From Drafting Through Trial

This program will address demonstrating a testator’s/settlor’s capacity to make, amend or revoke estate planning instruments. The panel will walk you through the new rules and how to apply them at every stage of the process from drafting to a contest. Specific topics include developing a record, anticipating a capacity contest, working with experts, taking useful depositions, and effectively examining lay and expert witnesses at trial.

Please visit www.acbanet.org/calendar for events

 

Access Information regarding Probate Cases Online!

The documents filed in probate cases are visible on DOMAIN Web here. This applies to all filings after January 30, 2006, with certain exceptions.

For confidential case types, conservatorship and guardianship, images remain inaccessible on the web; (California Rule of Court 7023). The Probate Operations Committee identified other confidential case types and filings that will not have images on the web.

The rule for Probate Examiner's Checklist has not changed. The checklist is visible on all Probate cases from June 2003 on.

If you have any questions, you may contact the Office of Information Technology Help Desk at (510) 208-3966 ext. 32255.

 


The Executive Committee

MEMBER
Beth Hodess
 

OnPoint Legal Counsel, PC
440 Grand Avenue, Suite 300
Oakland, CA 94610
(510) 569-8558
No Photo      

MEMBER


Beth Hodess
         
 
MEMBER
 

 
 
No Photo  
STAFF LIAISON
Hadassah Hayashi

Alameda County Bar Association
1000 Broadway, Suite 480
Oakland, CA 94607
Hadassah@acbanet.org
(510) 302-2200

Links

Alameda County Superior Court

San Francisco County Superior Court

Contra Costa County Superior Court

Santa Clara County Superior Court

San Mateo County Superior Court
Solano County Superior Court
Marin County Superior Court
 

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