Legal Updates

12 articles
Legal Updates

September 2026 Legal Updates | Trusts & Estates Law

REVAMPED: California's Virtual Representation Statute California trust and estate law is seeing a major update. Effective January 1, 2026, Assembly Bill 565 rewrote California Probate Code Section 15804 in its...By Trust and Estates Law
Legal Updates

August 2026 Legal Updates | Trusts & Estates Law

California Assembly Bill 2658- Community Property in Trust Key Legal Issue: AB 2658 was introduced on February 20, 2026, and is currently pending in the Judiciary Committee.  Summary: AB 2658, introduced by...By Trust and Estates Law
Legal Updates

July 2026 Legal Updates | Trusts & Estates Law

In re Tung Trust, dated October 24, 2011, 121 Cal.App.5th 1 (2026) Key Legal Issue: Whether a standard survivorship provision in a revocable trust stating that a beneficiary who fails...By Trusts and Estates Law Section
Legal Updates

June 2026 Legal Updates | Trusts & Estates Law

FINCEN Real Estate Reporting Requirement Suspended A federal judge in the Eastern District of Texas imposed an injunction against the enforcement of the Financial Crimes Enforcement Network's (FinCEN's) Real Estate...By Trusts and Estates Law Section
Legal Updates

April 2026 Legal Updates | Trusts & Estates Law

Elijah & Mary Stiny Trusts v. Robins, No. 24-2008 (8th Cir. Feb. 19, 2026) Key Legal Issue: This case concerned multijurisdictional trust enforcement.  Central to the appeal was whether the...By Trusts and Estates Law Section
Law Practice Management

SB 37: Modernizing Attorney Advertising – Increasing Compliance Risk and Penalties

By Shawn Shaffie & Jabari J. Brown As technology continues to move ahead, and lawyer advertising is no longer just about the billboard on the 405 or a half-page ad...By Shawn Shaffie and Jabari J. Brown
Alternative Dispute Resolution (ADR)

When California Privacy Law Meets Out-of-State Choice-of-Law Clauses

A Practical Framework for Arbitrators Navigating Website Tracking Disputes, SB 940, and the Hohenshelt Decision An arbitrator receives a demand from a California consumer alleging that a national retailer’s website...By Henderson and Delton R. Henderson, Esq.
Legal Updates

February 2026 Legal Updates | Trusts & Estates Law

Estate & Gift Tax Payments Now Electronic Only Effective September 30, 2025 Per Executive Order 14247 effective September 30, 2025, paper checks are being phased out for ALL payments from...By Trusts and Estates Law Section
Legal Updates

January 2026 Legal Updates | Trusts & Estates Law

Estate of Bodmann, 116 Cal. App. 5th 401 (2025), reh'g denied (Nov. 21, 2025) Summary: The Probate Court may deny appointment of a nominated executor where the nominee’s pre-appointment conduct...By Trusts and Estates Section
Insurance Law

What Amazon Employees Need to Know About Disability Benefits After the 2025 Layoffs

In October 2025, Amazon initiated massive workforce reductions, announcing plans to lay off over 30,000 corporate employees, the majority of which — but not all — are located in Washington...By Stacy Monahan Tucker
Legal Updates

November 2025 Legal Updates | Trusts & Estates Law

California Reinstating Asset Test for Medi-Cal Programs Effective January 1, 2026 Summary: California is reinstituting an asset test for Medi-Cal programs effective January 1, 2026 (All County Welfare Directors (ACWD)...By Trusts and Estates Section
Immigration & Naturalization Law

Expanded DHS Budget Signals Tighter Immigration Enforcement: What Businesses Need to Know About Administrative Subpoenas and Blackie’s Warrants

The latest federal budget signed by President Trump on July 4, 2025 significantly increases funding for the Department of Homeland Security and provides for a single lump sum of $29.9...By Nancy K. Canter

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