Lectures & Education
Jim Lamping is actively involved in providing education in the trusts and estates field. Jim’s recent and upcoming educational activities include the following:
California Society of CPAs, California CPA Education Foundation 2007 Estate Planning Conference: Subtrust Funding
July 26, 2007 Los Angeles
July 27, 2007 San Francisco
California Society of CPAs, California CPA Education Foundation 2008 Estate Planning Conference: Post Mortem Administration Problem Areas
July 24, 2008 Los Angeles
July 25, 2008 San Francisco
Redwood Empire Estate Planning Council, Santa Rosa, California: Subtrust Funding, March 4, 2009
Member, Organizing Committee, California Society of CPAs, California CPA Education Foundation 2009 Estate Planning Conference
American Cancer Society Marin Gift & Estate Planning Advisory Board, San Rafael, California: Subtrust Funding, January 20, 2010
The Trusts and Estates Section of the State Bar of California, Community Property Issues in Trust Administration, April 21, 2010
San Francisco Public Radio, KALW 91.7 FM, “Home Foreclosures Before and After Death” – Originally Aired on June 9, 2010
Sacramento County Bar Association: Stale Trust Funding, June 15, 2010
Co-Chair, California Society of CPAs, California CPA Education Foundation 2010 Estate Planning Conference
California Society of CPAs, California CPA Education Foundation 2010 Estate Planning Conference: Revitalizing a Stale Trust: Improvement, If Not Perfection
July 7, 2010, Los Angeles
July 8, 2010, San Francisco
Continuing Education of the Bar, Crossover Issues in Estate Planning and Family Law, July 23, 2010, San Francisco, California
The State Bar of California 83rd Annual Meeting: Estate Tax Update: 2010 and Beyond, Monterey, California, September 23, 2010
South Placer Estate Planning Council, Roseville, California, Administering the Stale Trust, October 19, 2010
The Trusts and Estates Section of the State Bar of California Thirty-Fourth Annual Fall Program, Estate Tax Update: 2010 and Beyond, Los Angeles, California, November 5, 2010
Introduction to Income Taxation of Trusts and Estates, Trusts and Estates Section of the State Bar of California, 2011 Cyber Institute, Jan 31, 2011, 1:00 PM
Administrative Offices of the Courts Probate and Mental Health Institute; The State of the Estate Tax: What Courts Need to Know About the 2010 Tax Act, March 22, 2011
Marin County Bar Association, Probate and Estate Planning Section, Revitalizing a Stale Trust, June 15, 2011
Co-Chair, California Society of CPAs, California CPA Education Foundation 2011 Estate Planning Conference
The State Bar of California Solo and Small Firm Summit, Trusts and Estates: Managing a Client-Focused Practice, June 25, 2011, Anaheim, California
The Trusts and Estates Section of the State Bar of California, Where to Begin: A Sixty Minute Guide to Establishing a Successful Trusts and Estates Practice, May 16, 2012, Webinar
The 86th Annual Meeting of the State Bar of California, Analyzing the Numbers in Probate Litigation, What Is Really at Stake, October 10, 2013, San Jose, California
Continuing Education of the Bar, Using Judicial Council Forms Correctly in a Probate Proceeding, San Francisco, California, March 14, 2014
The Estate Planning, Probate and Trust Section of the Bar Association of San Francisco, San Francisco, California, Revitalizing a Stale Trust, May 7, 2014
San Francisco Paralegal Association, Subtrust Allocation, Funding, and Administration on the Death of the First Spouse, October 14, 2014
The Trusts and Estates Section of the Bar Association of San Francisco,Ethical Issues in the Life-Cycle of an Engagement, December 2, 2014
The Trusts and Estates Section of the State Bar of California, Ethical Issues for Trust and Estate Attorneys: Liability to Non-Clients, to Successor Fiduciaries Occupying the Office of the ‘Client,’ to Incapacitated Clients, and to Family Members, January 21, 2015, Webinar
Attorney Action Club, Revitalizing a Stale Trust, February 18, 2015, San Francisco,California
The San Francisco Paralegal Association: Problem Areas in Trust Administration,
March 24, 2015
The Trusts and Estates Section of the State Bar of California, Fundamentals of Trusts and Estates Practice III: Fiduciary Duties, May 19, 2015, Webinar
The Trusts and Estates Section of the State Bar of California, Fundamentals of Trusts and Estates Practice III: Litigating Internal Trust Matters,September 16, 2015, Webinar
The 88th Annual Meeting of The State Bar of California, The Guide to the Rules of Professional Conduct for Estate Planning, Trust and Probate Counsel, October 9, 2015, Anaheim, California
The 88th Annual Meeting of the State Bar of California, Using Judicial Council Forms Correctly in a Probate Proceeding, October 10, 2015, Anaheim, California
The Trusts and Estates Section of the State Bar of California’s Thirty-Ninth Annual Fall Program, The “Guide to the Rules of Professional Conduct for Estate Planning, Trust and Probate Counsel” November 20, 2015, San Francisco, California
The Estate Planning, Probate and Trust Section of the Bar Association of San Francisco, San Francisco, California, Fixing the Trainwreck: Litigating the Reformation, Modification and Termination of Estate Planning Documents, April 12, 2016
Continuing Education of the Bar (CEB), Crossover Issues in Estate Planning and Family Law, May 17, 2016, San Francisco, California
Contra Costa Bar Association Annual Estate Planning Symposium, Administration of Stale Trusts, June 16, 2016, Walnut Creek, California
The State Bar of California Solo and Small Firm Summit, Trusts and Estates: The Basics of Litigating Internal Trust Matters, June 18, 2016, Newport Beach, California
Continuing Education of the Bar (CEB), Fiduciary Duties Under the Probate Code, November 15, 2016, San Francisco, California
Family Law Section of the Bar Association of San Francisco, San Francisco, California, A Crash Course in Trusts and Estates Law for Family Law Practitioners, January 19, 2017
The San Francisco Paralegal Association, This Administration Feels Like Litigation: What to Do When People Start Fighting, San Francisco, California, May 23, 2017
Continuing Education of the Bar (CEB), Petitions for Final Distribution in California Probate Estates, Oakland, California, November 14, 2017
Continuing Education of the Bar (CEB), Ethical Landmines in Fiduciary Representation, Oakland, California, May 1, 2018
Continuing Education of the Bar (CEB), Estate Planning Intensive Course: Professional Responsibility, Oakland, California, June 20, 2019
The Trusts and Estates Section of the California Lawyers Association, Until Death Do Us Part: Marital Property Characterization in the Postmortem Setting, Webinar, November 20, 2019
Probate Attorneys of San Diego, Until Death Do Us Part: Marital Property Characterization in the Postmortem Setting, Webinar, September 16, 2020
Continuing Education of the Bar (CEB), Using Judicial Council Forms Correctly in a Probate Proceeding, Webinar, October 21, 2020
Continuing Education of the Bar (CEB), Until Death Do Us Part: Marital Property Characterization in the Postmortem Setting, Webinar, July 23, 2021
Continuing Education of the Bar (CEB), Capacity and Undue Influence in California, Webinar, August 18, 2021
Center for Judicial Education and Research (CJER) Probate and Mental Health Institute, Issues in Subtrust Allocation, September 23, 2021
Probate Attorneys of San Diego, “Revitalizing a Stale Trust: Improvement, If Not
Perfection,” Webinar, August 24, 2022
Continuing Education of the Bar (CEB), “Petitions for Final Distribution in California Probate Estates,” Webinar, March 7, 2023
Probate Attorneys of San Diego, “Revitalizing a Stale Trust: Improvement, If Not
Perfection,” Webinar, April 19, 2023
USC Gould School of Law: 49th Annual Trust and Estate Conference, “Refreshing and Revitalizing a Stale Trust,” Los Angeles, California, November 17, 2023
Continuing Education of the Bar (CEB), “Ethical Landmines in Fiduciary Representation,” Webinar, February 8, 2024
Sacramento County Bar Association, “The Post-Death Divorce: Litigating Spousal
Fiduciary Breaches and Property Rights in the Postmortem Setting,” Webcast, October 29, 2024
Continuing Education of the Bar (CEB), “Using Judicial Council Forms Correctly in a Probate Proceeding,” Webinar, January 8, 2025
The 2025 California National Academy of Elder Law Attorneys (NAELA) Summit, “The Post-Death Divorce: Litigating Spousal Fiduciary Breaches and Property Rights in the Postmortem Setting,” San Francisco, California, March 6, 2025