California’s trust, probate, and conservatorship landscape is shifting rapidly. Between sweeping legislative reforms, pivotal appellate decisions, and heightened ethical scrutiny, fiduciaries and estate planning professionals face a legal environment that is more complex – and more consequential – than ever. This presentation synthesizes the most important statutory changes and judicial opinions from the past two years, translating them into practical guidance for private professional fiduciaries, attorneys, trust officers, and care managers. Attendees will leave with concrete strategies for compliance, risk mitigation, and ethical practice.
B5 – Sacramento Signals: What California’s Lawmakers and Courts Are Telling Fiduciaries
Speakers
Isabel L. Conrath
Offit Kurman PC
Isabel Conrath is an estates and trusts attorney in the firm’s Los Angeles, California office, where she focuses on comprehensive estate planning. With a passion for helping clients navigate the complexities of preserving and managing their wealth, Isabel offers personalized solutions to secure their assets, protect loved ones, and ensure their wishes are honored. Her practice includes drafting essential documents such as wills, trusts, and powers of attorney, as well as guiding clients through the intricate processes of probate and trust administration.
Isabel is committed to taking the time to understand each client’s unique needs and goals, tailoring her approach to provide optimal outcomes for high-net-worth individuals, business owners, and families planning for multi-generational wealth transfer. She combines her legal acumen with practical strategies ensuring her clients’ interests are protected across generations.
Megan Moghtaderi
Offit Kurman P.C.
Megan A. Moghtaderi, Esq. is a Principal attorney at Offit Kurman PC and is Certified Specialist by the State bar of California in estate planning, trust, and probate law. As a certified mediator in alternative dispute resolution, Ms. Moghtaderi skillfully handles administration for private professional fiduciaries across California. She is well-regarded for her expertise in high conflict trust and conservatorship litigation for high-value estates. Ms. Moghtaderi’s legal excellence have earned her numerous recognitions, including the AV Preeminent® rating from Martindale-Hubbell, recognition as a Southern California Rising Star® from Super Lawyers, and inclusion in Best Lawyers: Ones to Watch.