Jeryll S. Cohen Presented on “Trust, Estate and Conservatorship Litigation – Catching Up With Recent Developments”

On Tuesday, September 17, 2019, Jeryll Cohen presented with a panel of experts on “Trust, Estate and Conservatorship Litigation – Catching Up With Recent Developments.”

As more and more estate planners turn from will and testamentary planning to the creation and funding of inter vivos trusts, litigation over such instruments is increasing, while formal probate disputes over wills may be decreasing. As this trend continues, it behooves every practitioner, whether planner or litigator, to keep up with developments in the trust, estate, conservatorship and elder abuse fields. This program focused on the latest developments in these areas and helped with ways to head off such disputes or, if litigation is unavoidable, provided ways to effectively counsel clients on winning strategies. The panel discussed California’s new trust decanting statute and recent changes in the law governing mediation. They also examined ethics issues and reviewed the U.S. Supreme Court’s recent Kaestner decision and its impact on the income taxation of trusts.