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  • Ethics Opinions - FORMAL OPINION NO. 1997-148 (CAL 1997-148)
    ... living trust package to the public; (2) advises individuals about estate plans; and (3) supervises the creation of the living trust documents? DIGEST: When ...
    https://www.calbar.ca.gov/Portals/0/documents/ethics/Opinions/1997-148.htm   Modified: 9/22/2024
  • [PDF] Estate Planning, Trust & Probate Law Exam Scope and Sample Questions; (Estate Planning, Trust & Probate Law Exam Scope and Sample Questions)
    ... Trust & Probate Law Legal Specialist Examination consists of a combination ... living trust. A non-attorney “advisor” handed Settlor a notebook with ...
    https://www.calbar.ca.gov/Portals/0/documents/ls/Estate-Planning-Trust-Probate-Law-Exam-Scope-and-Sample-Questions.pdf
    Author: The State Bar of California   Created: 7/24/2023   Modified: 7/17/2025
  • [PDF] OPINION
    ... trust and his involvement with a construction company that repaired the ... Living Trust (Gosey Trust). The trust listed three primary purposes: (1) to ...
    https://www.statebarcourt.ca.gov/Portals/2/documents/opinions/Bradshaw_%2016-O-15558_%20Opinion_and_%20Order.pdf
    Author: Summer Shelton   Created: 7/31/2019   Modified: 7/31/2019
  • 1992-126 to 1997-151
    ... living trust package to the public; (2) advises individuals about estate plans; and (3) supervises the creation of the living trust documents? CAL 1997-149 ...
    https://www.calbar.ca.gov/Attorneys/Conduct-Discipline/Ethics/Opinions/1992-126-to-1997-151
  • [PDF] In the Matter of David Alan Shafer and Stuart Jay Furman - Opinion and Order
    ... living trust that designated Masters and her husband John as successor trustees and beneficiaries. After Roberta died in 2005, Grauss continued to live in ...
    https://www.statebarcourt.ca.gov/Portals/2/documents/opinions/Shafer_Furman_12-O-18163_et_al_Opinion(Remediated).pdf
    Author: Dina Goldman   Created: 5/8/2018   Modified: 5/22/2018
  • [PDF] Recommendation re: Estates and Trusts Practice Area (Agendaitem1000026162)
    ... Trusts as follows: Estates (Wills): Questions asked about needing help making or changing a will, living will or advance directive, or setting up a trust ...
    https://board.calbar.ca.gov/docs/agendaItem/Public/agendaitem1000026162.pdf
    Author: ayrapetl   Created: 6/26/2020   Modified: 6/26/2020
  • [PDF] 2. Rules and Ethics Opinions Report (Agendaitem1000023472)
    ... living trust which will also include a will. Are you sure you wish to continue, or would you prefer to learn more about a living trust now?”) 4. Currently ...
    https://board.calbar.ca.gov/docs/agendaItem/Public/agendaitem1000023472.pdf
    Author: Administrator   Created: 1/9/2019   Modified: 1/9/2019
  • [PDF] 1. Rules and Ethics Opinions Reports (Agendaitem1000023468)
    ... living trust which will also include a will. Are you sure you wish to continue, or would you prefer to learn more about a living trust now?”) 4. Currently ...
    https://board.calbar.ca.gov/docs/agendaItem/Public/agendaitem1000023468.pdf
    Author: Administrator   Created: 1/9/2019   Modified: 1/9/2019
  • [PDF] Goddard
    ... revocable trust created in 1992 (the Trust), which included all of her assets except her Social Security benefits. Akins wanted to remove her brother Roy as ...
    https://www.statebarcourt.ca.gov/Portals/2/documents/opinions/Goddard.pdf   Created: 7/18/2012   Modified: 7/18/2012
  • [Document] [WORD]
    ... revocable trust created in 1992 (the Trust), which included all of her assets except her Social Security benefits. Akins wanted to remove her brother Roy as ...
    https://www.statebarcourt.ca.gov/Portals/2/documents/opinions/Goddard2.doc
    Author: ,   Created: 8/10/2012   Modified: 8/10/2012
  • [PDF] February 2019 (February 2019 California Bar Examination Essay Questions and Selected Answers)
    ... revocable trust, the income to be paid to him for life, then to Wendy for life, remainder to Sid. In 2017, as a result of a skiing injury, Hank lost all ...
    https://www.calbarjournal.com/Portals/0/documents/admissions/Examinations/Feb2019_CBX_SelectedAnswers.EssayQuestions_R.pdf
    Author: schwab-wilhelmi.h   Created: 6/14/2019   Modified: 6/21/2019
  • [PDF] February 2019 (February 2019 California Bar Examination Essay Questions and Selected Answers)
    ... revocable trust, the income to be paid to him for life, then to Wendy for life, remainder to Sid. In 2017, as a result of a skiing injury, Hank lost all ...
    https://www.calbar.ca.gov/Portals/0/documents/admissions/Examinations/Feb2019_CBX_SelectedAnswers.EssayQuestions_R.pdf
    Author: schwab-wilhelmi.h   Created: 6/14/2019   Modified: 6/21/2019
  • [PDF] State Bar Court of California Review Department
    ... Revocable Trust (Super. Ct. San Francisco County, No. PTR-17-301118).2 On February 24, 2020, we abated the matter pending Bradshaw's appeal of the superior ...
    https://www.statebarcourt.ca.gov/Portals/2/documents/opinions/Bradshaw-Opinion-Sept-2023.pdf
    Author: The State Bar of California   Created: 9/22/2023   Modified: 10/10/2023
  • [PDF] Schoth
    ... living trust for Betty Jean Ganley. After she died in 2005, he represented her son, Joseph Ganley (Ganley), in his petition to be appointed executor of the
    https://www.statebarcourt.ca.gov/Portals/2/documents/opinions/Schoth.pdf   Modified: 9/22/2024
  • [Document] [WORD]
    ... living trust for Betty Jean Ganley. After she died in 2005, he represented her son, Joseph Ganley (Ganley), in his petition to be appointed executor of the ...
    https://www.statebarcourt.ca.gov/Portals/2/documents/opinions/Schoth.doc
    Author: ,   Created: 2/11/2013   Modified: 2/11/2013
  • [PDF] 3. 20-0003 Flat Fees and Termination (Agendaitem1000028693)
    ... trust 41 account. In Baranowski v. State Bar (1979) 24 Cal.3d 153, the ... living trust and durable 414 power of attorney. Attorney prepares drafts of ...
    https://board.calbar.ca.gov/docs/agendaItem/Public/agendaitem1000028693.pdf
    Author: S. Amber Lee   Created: 2/15/2022   Modified: 2/15/2022
  • [PDF] Lowney
    ... revocable trust (Tollefsen Trust) that distributed Tollefsen's property upon his death, including nearly $340000 held at Franklin Templeton 2 The hearing ...
    https://www.statebarcourt.ca.gov/Portals/2/documents/opinions/Lowney.pdf   Modified: 9/22/2024
  • [Document] [WORD]
    ... revocable trust (Tollefsen Trust) that distributed Tollefsen's property upon his death, including nearly $340000 held at Franklin Templeton Investment ...
    https://www.statebarcourt.ca.gov/Portals/2/documents/opinions/Lowney2.doc
    Author: ,   Created: 8/13/2012   Modified: 8/13/2012
  • [PDF] III-B_RptStateBarSections-AccessToJusticeActivities_1115 (IIIB_Report on State Bar Sections Access to Justice Activities)
    ... Living Trust,” “Do I Need Estate Planning,” etc., available online and, at least in the past, in print); (iv) active involvement in legislation related to ...
    https://board.calbar.ca.gov/docs/agendaItem/Public/agendaitem1000013895.pdf
    Author: ayrapetl   Created: 10/28/2015   Modified: 10/29/2015
  • [Document] Lingwood_ rita_mae_ 16-o-17302_ opinion_and_ order
    ... trust while serving as its trustee pursuant to a ... living”].) Community Service. Community service is ... Trust due to the self-dealing clause. Even ...
    https://www.statebarcourt.ca.gov/Portals/2/documents/opinions/Lingwood_%20Rita_Mae_%2016-O-17302_%20Opinion_and_%20Order.docx
    Author: Summer Shelton,Jenny Fontes   Created: 8/28/2019   Modified: 8/28/2019
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