Trusts & Estates Law
14 articlesSeptember 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 LawAugust 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 LawJuly 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 SectionJune 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 SectionApril 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 SectionFebruary 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 SectionJanuary 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 SectionA New Kind of Representation: How AB 565 Will Quietly Reshape Trust Litigation
By Scott E. Rahn, Sean D. Muntz & Mathew M. Wrenshall For years, probate attorneys in California have been stymied by the state’s failure to enact a statute that allowed...By Scott E. Rahn, Sean D. Muntz and Mathew M. WrenshallNovember 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 SectionSeptember 2025 Legal Updates | Trusts & Estates Law
Estate of Rowland v. Commissioner, United States Tax Court, Filed July 15, 2025 Summary: An estate tax return filed within 21 months of date of death did not make portability...By Trusts and Estates SectionAugust 2025 Legal Updates | Trusts & Estates Law
Estate of Boyajian, Case Cite as G063155, Fourth District, Division Three, Filed on July 3, 2025. Summary: Revocation of a will by cancellation must occur by physical alteration of the...By Trusts and Estates SectionJuly 2025 Legal Updates | Trusts & Estates Law
To provide for reconciliation pursuant to title II of H. Con. Res. 14, colloquially known as the "One Big Beautiful Bill Act", became law on July 4, 2025. The "One...By Trusts and Estates SectionWrite for The Modern Lawyer
Have a legal update, a practice tip, or a take other attorneys should read? Send it in. Articles run with your name and a link to your BHBA profile.