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California Legislation 2016 Affecting Probate Estates, Trusts, Guardianships and Conservatorships (MP3)


Self-study hours are logged by the listener and the one page list is kept in an MCLE compliance folder. The log requires a listing of each program title, the program's approved MCLE provider name, program length, and whether or not that program contains mandatory subfield credit (legal ethics, elimination of bias, or prevention of substance abuse.)

Participatory hours require a proctor (any adult who is not simultaneously using the same program for participatory credit) to complete and sign documents accompanying each participatory program. Those completed and signed documents are subsequently returned to Versatape and individual certificates of compliance are prepared and returned to the listener to be filed in a MCLE compliance folder. Versatape will also keep a copy of the certificates of compliance on file. If audited the State Bar will be looking for a copy of those completed certificates of compliance and a copy of the self -study hours log.

Note: Please note MCLE audio program hours listened to in excess of 25 hours in a 3-year compliance period cannot be carried over into the next 3-year cycle.

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How They Work

In this January 10, 2017 program our speaker and program materials discuss the following:

Real Property

  • AB 1779 (Gatto) Nonprobate transfers; revocable transfer on death deed.
  • SB 1150 (Leno) Mortgage Servicers and lenders; successors in interest

Property Taxation

  • AB 2291 (Achadjian) Property Taxes: Partial Payments


  • AB 2217 (Hadley). Notary public: service fees
  • AB 2566 (Nazarian) Notaries Public
  • SB 997 (Lara) Notaries Public


  • SB 1005 (Jackson). Marriage


  • AB 1836 (Maienschein) Mental Health: conservatorships
  • AB 1300 (Ridley-Thomas) Mental Health: Involuntary commitment
  • SB 929 (Vidak) Conservator appointments: compensation
  • SB 938 (Jackson) Conservatorships: Psychotropic medication; secured parameters
  • SB 1452 (Wiecowski) Conservators


  • SB 1158 (Anderson) Modification/Amendment of Trust
  • AB 1855 (Bonta) Decanting
  • SB 1265 (Moorlach). Marital deduction trusts
  • AB 1700 (Maienschein) Notices of Proposed Action; Distributions
  • AB 2846 (Maienschein) Powers of Appointment

Wills and Probates

  • AB 2080 (Gallagher) Probate of wills: death certificates
  • AB 691 (Calderon) Revised Uniform Access to Digital Assets Act
  • SB 873 (Beall) Digital Assets

Medical Information

  • AB 2119 (Chu)
  • SB 1117 (Anderson) Public Social Service; special needs trust

Medi-Cal Recovery

  • SB 833 (Committee on Budget and Fiscal Review) Health
  • Special Immigrant Juvenile Status
  • AB 1603 (Committee on Budget) Public social services omnibus: SIJS


  • AB 2636 (Linder)
  • AB 2881 (Judiciary Committee) Civil Law
  • SB 1171 (Judiciary)
  • SB 1284 (Hernandez) Human remains: conservator of the person or estate
  • SB 1419 (Galgiani) Uniform Anatomical Gift Act
  • SB 1179 (Vidak) Public cemetery districts; internment rights

Program materials included. Speakers: David Coleman, Esq.   Recorded January 10, 2017. MCLE credit: 1 hour

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