Holland & Knight: New California Legislation for Trust and Estate Attorneys to Watch in 2020

Robert Barton & Vivian M. Rivera, of Holland & Knight, report on new California legislation that impacts estate planning in 2020. Their article begins as follows:

  • California Gov. Gavin Newsom recently signed into law a number of bills that will affect Trust and Estate attorneys, and which are effective as of Jan. 1, 2020.
  • This Holland & Knight alert highlights several of the most interesting developments, including an increase in the maximum allowable amount for small-estate affidavits, the inclusion of broker-dealers and investment advisors as mandated reporters for elder abuse, and the elimination of a caretaker “loophole” in situations where a caretakers marries and inherits from an elder. 
  • Three new laws make changes to civil discovery procedures that will also affect all California litigators in the new year.

To see full article, click Holland & Knight: New California Legislation for Trust and Estate Attorneys to Watch in 2020.

Posted by Lewis J. Saret, Co-General Editor, Wealth Strategies Journal..

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