This presentation is intended to provide attorneys, whether acting as professional fiduciaries or advising them, with an overview of issues related to satisfying certain types of gifts, to support the proper and efficient administration of an estate or trust. This presentation will initially explain and illustrate the different types of gifts. Next, the presentation will summarize what the donee receives in addition to the gift itself, if anything, such as income or interest. Third, the presentation will discuss the tax ramifications of satisfying the different types of gifts, including which gifts carry out distributable net income (DNI) of an estate or trust, marital deduction issues, and the generation-skipping transfer tax consequences of certain gifts.

Even seasoned litigators can find themselves on shaky ground when a case involves California real estate. Drawing on real-world mediation experiences and case law, this course will demystify zoning and land use rules, highlight the hidden risks associated with relying too heavily on title reports, and provide practical strategies for approaching partition disputes. You’ll also gain clarity on California’s expansive disclosure obligations and how they can tip the scales in mediation when properly understood—or completely blow up a case when they’re not.

Whether you’ve taken a handful of property cases or are suddenly faced with one involving an inherited duplex, hillside drainage issues, or a CEQA-triggered land use mess, this program will help you spot and avoid the most common—and costly—pitfalls. By the end of this session, you’ll leave with a better sense of when to dig deeper, when to call in subject-matter experts, and how to guide your client toward resolution without getting derailed by outdated assumptions or faulty litigation strategies.

The rapid growth of AI systems is colliding with complex legal questions that cut across industries. Eugene Volokh (Hoover Institution; UCLA School of Law), Mark MacCarthy (Brookings Institution; Georgetown University; Author of Regulating Digital Platforms), Jess Miers (University of Akron School of Law), and moderator Jonathan Cohen (Wilkinson Barker Knauer, LLP) will examine pressing issues on the horizon—who bears responsibility for harmful or inaccurate generative AI outputs, how laws may apply to AI used in entertainment content, the evolving legal landscape for AI in autonomous vehicles, and the fast-evolving AI regulatory environment.