MCLE 11.03.26
12:00PM - 1:00PM
Zoom
California's New Virtual Representation Statute
This program examines the history, statutory framework, and practical implication of California’s new virtual representation statute, Probate Code § 15804, enacted through AB 565 and effective January 1, 2026. The presentation will explore how the statute impacts estate planning, trust administration, fiduciary decision-making, and trust and estate litigation. Drawing on their respective practices, Sally Saab and Matthew Baker of Saul Ewing LLP will provide practical guidance on interpreting and applying the statute, highlight potential benefits and challenges, and discuss key considerations for practitioners advising clients under this new legal framework. Presented by; Sally Saab and Matthew Baker of Saul Ewing LLP.
This program examines the history, statutory framework, and practical implication of California’s new virtual representation statute, Probate Code § 15804, enacted through AB 565 and effective January 1, 2026. The presentation will explore how the statute impacts estate planning, trust administration, fiduciary decision-making, and trust and estate litigation. Drawing on their respective practices, Sally Saab and Matthew Baker of Saul Ewing LLP will provide practical guidance on interpreting and applying the statute, highlight potential benefits and challenges, and discuss key considerations for practitioners advising clients under this new legal framework.
Presented by;
Sally Saab and Matthew Baker of Saul Ewing LLP.
Thank you;
Santa Cruz County Estate Planning Council
MCLE credits: The Santa Cruz County Bar Association has certified that this activity has been approved by the State Bar of California for one hour of MCLE credit.