Get unlimited CLE access all year for just $249! Get your pass when you join/renew SDCBA membership or purchase from your Member Profile.

Patron Members also get unlimited access to all CLEs at no additional cost, plus a host of other great benefits. Learn more about upgrading to Patron here »

Back to CLE Catalog

Share this program:

Self-Paced Online

Recent Developments in Estate, Trust, and Probate Law

Share this program:

Already Registered?

JUMP TO:

Price

$129 for Non-Member
$99 for Members
$0 for Patron Members
$0 for CLE All-Access Pass

60 minutes

Date Published

April 1, 2026

Publisher

San Diego County Bar Association

Questions

For immediate assistance please consult our FAQ page. If you're unable to find the answer you need, please call 619-321-4133 (M-F, 8AM - 4:30 PM PT) or e-mail customer service.

JUMP TO:

Summary

This program will provide California attorneys with a substantive legal update on recent developments in California trust and estate law. The presenters will analyze recent California appellate decisions impacting estate planning, administration, and litigation, discuss significant legislative changes affecting practitioners, and examine their practical implications for client representation. The program will also review key federal tax developments relevant to estate planning, including current transfer tax thresholds, planning strategies, and recent IRS guidance. Attendees will gain practical insights to support competent and compliant representation of clients in this evolving area of law.

SWOD-27389

Expand summary

Presenters

Jenny Hill Bratt, Esq.

Partner - Sheppard Mullin

Jenny Hill Bratt is a partner in the Tax and Estate Planning Practice Group in the firm's San Diego (Del Mar) office. Her... Read More

Matthew R. Owens, Esq.

Partner - Sheppard Mullin

Matt focuses his practice on trust, estate, and inheritance disputes. He has prosecuted and defended a wide range of matters... Read More

Program Titles and Supporting Materials

This program contains the following components:

Media Files

Recent Developments in Estate, Trust, and Probate Law Video

Downloadable Files

Recent Developments in Estate, Trust, and Probate Law Handout

Credit

If applicable, you may obtain credit in multiple jurisdictions simultaneously for this program (see pending/approved list below). If electing credit for this program, registrants in jurisdictions not listed below will receive a Certificate of Completion that may or may not meet credit requirements in other jurisdictions. Where applicable, credit will be only awarded to a paid registrant completing all the requirements of the program as determined by the selected accreditation authority.

How to Attend

Join the self-paced program from your office, home, or hotel room using a computer and high speed internet connection. You may start and stop the program at your convenience, continue where you left off, and review supporting materials as often as you like. Please note: Internet Explorer is no longer a supported browser. We recommend using Google Chrome, Mozilla Firefox or Safari for best results.

Technical Requirements
You may access this course on a computer or mobile device with high speed internet (iPhones require iOS 10 or higher). Recommended browsers are Google Chrome or Mozilla Firefox.

Refund Policy
SeminarWeb and San Diego County Bar Association programs are non-refundable.

Privacy Statement
We respect and are committed to protecting your privacy. Read Statement.