@calandtrusts

CalandTrusts coordinates educational conferences focused on trust administration, estate planning, and fiduciary management across California. The organization's events feature technical sessions on digital asset custody, multi-generational wealth transfer, and regulatory compliance led by practicing attorneys and certified financial planners. These gatherings typically convene at major financial centers in Los Angeles, San Francisco, and San Diego. The conference programming emphasizes three core practice areas: complex trust administration, strategic estate planning, and wealth preservation methodologies. Industry professionals participate in structured learning modules covering fiduciary responsibilities, tax optimization strategies, and emerging digital asset frameworks. Sessions are eligible for continuing education credits through partnerships with state bar associations and financial planning certification boards. CalandTrusts facilitates professional connections between estate attorneys, wealth advisors, and trust administrators through dedicated networking segments at each event. The organization maintains an active calendar of regional symposiums, annual conferences, and specialized workshops throughout the year. Participating firms gain exposure to qualified professionals actively working in trust services, estate law, and wealth management.