CLA Trusts & Estates Section

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[CLA Trusts & Estates Section @CLATrusts]

Happening TODAY

Don’t miss today's webinar: Ethical Issues in Cross-Border Planning: Hidden Risks in Common Planning Strategies at 12:00 PM (1 Participatory MCLE Credit).

Learn about common strategies and how to navigate them safely.

Join today: https://t.co/hMTibM97g5

[CLA Trusts & Estates Section @CLATrusts]

Cynthia D. Brittain brings experience advising clients across the U.S. and internationally.

Join Cynthia for this upcoming webinar to learn about the ethical challenges that can arise in cross-border estate planning.

Register now: https://t.co/xdAj1cAN4q

[CLA Trusts & Estates Section @CLATrusts]

Are your cross-border strategies as safe as they seem?

Our upcoming webinar will break down common strategies and highlight best practices to help you identify and avoid pitfalls before they escalate beyond U.S. borders.

Register today: https://t.co/hMTibM97g5

[CLA Trusts & Estates Section @CLATrusts]

Join us today, 4/1, at 12:00 PM for Will All the Real Billionaires Please Stand Up? as our speakers break down California’s proposed “Billionaires’ Tax.”

🎤 Jennifer Scharre & Ryan Szczepanik

Join us here: https://t.co/34MYAN2w8k

[CLA Trusts & Estates Section @CLATrusts]

🎤 Meet the Speakers

Jennifer Scharre, Partner at Coblentz Patch Duffy & Bass

Ryan Szczepanik, Senior Wealth Strategist at BNY Wealth and former law firm shareholder

Listen to our experts on April 1 from 12 PM - 1 PM: https://t.co/34MYAN2w8k

[CLA Trusts & Estates Section @CLATrusts]

💰 Will All the Real Billionaires Please Stand Up?

Hear insights from Jennifer Scharre and Ryan Szczepanik as they break down what this proposal could mean for clients and practitioners.

Register now: https://t.co/34MYAN2w8k

[CLA Trusts & Estates Section @CLATrusts]

Today at 12 PM: Don’t Miss This Trust & Estates Webinar

Mental illness and diminished capacity issues are showing up more frequently in estate planning practices. Are you prepared?

Join us today at 12:00–1:00 PM
🎓1 Participatory MCLE Credit

Register: https://t.co/dI2ftvrQ6q

[CLA Trusts & Estates Section @CLATrusts]

⏳ Less than one week left to apply.

The deadline to join the Trust & Estates Executive Committee is March 1 — and time is running out.

Supplemental application REQUIRED

Apply before March 1: https://t.co/to30uYcXEa

Supplemental Application (REQUIRED): https://t.co/SFH465oW1S

[CLA Trusts & Estates Section @CLATrusts]

Are you ready when mental illness and estate planning intersect?

As more clients present with dementia, diminished capacity, or other mental health conditions, the stakes for getting it right have never been higher.

Register now: https://t.co/dI2ftvrQ6q

[CLA Trusts & Estates Section @CLATrusts]

Apply NOW for the Trust & Estates Executive Committee, with a March 1, 2026, deadline.

You must submit the CLA Executive Committee application AND the Trust & Estates supplemental application!

Apply now: https://t.co/eQHv450qsg
Supplemental Application: https://t.co/Ygjh5nhfb3

[CLA Trusts & Estates Section @CLATrusts]

Trusts & Estates Quarterly, Volume 31, Issue 2, 2025

The CLA Trusts and Estates Section Executive Committee (TEXCOM) is excited to share these Quarterly articles with you!

Access the Quarterly Articles for Volume 31, Issue 2, 2025 here: https://t.co/E3BD1aDyly

[CLA Trusts & Estates Section @CLATrusts]

🚨 Today! Don’t miss our Trust & Estate Litigation update for 2025

Join Jeff Loew, Ciarán O’Sullivan, and Matthew R. Owens for a review of recent case law and key legal developments affecting trust and estate practitioners.

📅 TODAY | 12:00–1:00 PM

https://t.co/4YwcHtLzjL

[CLA Trusts & Estates Section @CLATrusts]

🎤 Meet the Speakers: 2025 – Trust & Estate Litigation

Jeff Loew
Ciarán O’Sullivan
Matthew R. Owens

📅 Feb 12 | 12–1 PM | 1 MCLE Credit

🔗 Register now: https://t.co/4YwcHtLzjL

[CLA Trusts & Estates Section @CLATrusts]

Trust & Estate Litigation in 2025! What’s changed and what’s ahead?

📅 February 12 | 12:00–1:00 PM

Register now: https://t.co/4YwcHtLzjL

[CLA Trusts & Estates Section @CLATrusts]

🎙️SEASON 6, EPISODE 1 - 2025 Legislation: New Laws That Trusts and Estates Practitioners Should Know

Join our three speakers, attorneys Kristin Yokomoto, Paul Gruwell, and Mara Mahana, on this episode!

🎶 Listen here: https://t.co/MQqjm0WmPL

[CLA Trusts & Estates Section @CLATrusts]

Get a Legislative Update that Trust and Estate Practitioners Should Know by January 2026!

Our webinar will be TODAY, December 3rd, from 12-1 PM! Also earn MCLE credit while tuning in!

It is not too late to join us: https://t.co/9PbfKXt5Y3

[CLA Trusts & Estates Section @CLATrusts]

Join us TODAY, November 20th, for the 2025 Gift & Estate Tax Update webinar.

Hear from experts Jennifer Scharre and Steven Walker as they break down the latest changes impacting Trusts and Estates practice.

Join us: https://t.co/7weErUXH3y

[CLA Trusts & Estates Section @CLATrusts]

Join us for our Webinar: 2025 Year-End Legislation Update: New January 1, 2026 Laws That Trust and Estate Practitioners Should Know!

Spotlight on Our Expert Panel:
Kristin Yokomoto, Mara Mahana, and Anne Rudolph

Register Now: https://t.co/9PbfKXt5Y3

[CLA Trusts & Estates Section @CLATrusts]

Two perspectives. One goal: stopping financial abuse.

What happens when financial elder abuse meets securities fraud? Learn from both Jeff Loew and Brent Smyth today, November 18th, for more insights!

It's not too late to join us at 12 PM. Register now: https://t.co/4OHMWR4EqT

[CLA Trusts & Estates Section @CLATrusts]

Meet our speakers for From the SEC to the Probate Court: Targeting Financial Elder Abuse and Securities Fraud!

Jeff Loew & Brent Smyth

🗓️ November 18 | 12–1 p.m.
💼 1 Legal Specialization in Estate Planning; Trust & Probate Law | 1 MCLE Credit

Register: https://t.co/VwFIIaX97u