Annual Review of Recent Developments in Trusts and Estates

Credits in

General Icons 1.00 General

Practice Areas:

Real Estate, Real Property, Trust, Wills and Estates, Wills, Trusts, & Estates

Icon About This Course

The presenters will address new case law and legislation that affect Trust & Estate law and practice, including the following:

  • Significant 2025 Cases
    - Herren v. George (2025) 109 Cal.App.5th 410 (1st. Dist.) – Duties of an Attorney Representing Clients with Diminished Capacity
    - Goebner v. Superior Court (2025) 110 Cal.App.5th 1105 (1st Dist.) – Deadline for Demurrers and other Pleadings in Probate Court
    - Packard v. Packard (2025) 108 Cal.App.5th 1284 (4th Dist.) – No Contest Clauses – Reformation Petitions
    - Estate of Boyajian (2025) 112 Cal.App.5th 843 (4th Dist.) – Methods of Will Revocation
    - Amundson v. Catello (2025) 111 Cal.App.5th 817 (4th Dist.) – Standing in Partition Actions
    - Estate of Estate of Daniel W. Bodmann (2025) 116 Cal.App.5th 401 (1st. Dist.) – Executors – Mismanagement as a Basis for Disqualification

  • Significant 2025 Legislative Changes
    - AB 565 – Virtual Representation of Trust Beneficiaries
    - AB 1521 – Decedent’s Estates – New Notification to Director of Department of Child Support Services
    - SB 66 – Initial Disclosures in Trusts and Estates discovery now made permanent
    - SB 85 – Court may order service of Summons and Complaint by e-mail

About the Presenters

Ciarán O’Sullivan, Esq.

The Law Office of Ciarán O’Sullivan

Practice Area: Litigation (+ 4 other areas)

Ciarán O’Sullivan has been litigating on behalf of individuals and entities in the trial and appellate courts of California since 1998.  He began his career in the Trusts and Estates and Business Litigation departments of the firm then known as Crosby, Heafey, Roach & May, PC (including after its merger with Reed Smith LLP).  Ciarán spent more than a decade in Big Law, including at the San Francisco office of Nossaman LLP, before opening his own firm.  While he has represented corporate and governmental interests at various times, the primary focus of his practice has been Trusts and Estates law.Ciarán ...

View Details

Frank Busch, Esq.

Coblentz, Patch, Duffy & Bass

Practice Area: Litigation (+ 7 other areas)

Frank Busch is an experienced litigator who has represented parties of every size in complex trial and appellate matters. Frank has experience with all phases of discovery, motion practice, mediation, arbitration, trial, and appeal, including leading successful trial teams and winning oral argument before the Ninth Circuit. A creative and strategic problem-solver who is passionate about technology and informed by his Computer Science degree, Frank understands his clients, their business models, and their products and services. He also understands his clients’ need to protect their confidential information in a world where companies rely on that confidentiality to protect their critical ...

View Details