- In This Issue -

The Trusts & Estates Bulletin is published monthly by the Trusts & Estates Section, coeditors:

Amy L. McEvoy, Sheppard Mullin, AMcEvoy@sheppardmullin.com

Nelson J. Handy, Fiduciary Law Services, Inc., nelson@fidls.com

Diane Young Park, Weinstock Manion Reisman Shore & Neumann, dpark@weinstocklaw.com

Coming Events

How to Get Your Accountings RFA'd The First Time

How do you start to prepare for the accounting at the inception of the proceeding? What do the probate attorneys look for and what are the most frequent notes causing delays in approval? How do you prepare for the hearing on the account and report?

Hon. Reva G. Goetz, Los Angeles Superior Court
Susan Jabkowski, Hinojosa & Wallet
Sandra (Sandy) R. Riley, LA Superior Court

Date: May 12, 2011
Location: Omni Los Angeles Hotel

Click here to register for this event -- Please note, this event is now sold out!

2011 Mandatory/Refresher Probate Volunteer Panel Attorney Training Program

This program provides an overview of the role which PVP attorneys play and the duties they are expected to fulfill. Speakers will discuss approaches to take to address situations which frequently arise in the representation of proposed conservatees and others.

Hon. Mitchell Beckloff – L.A. Superior Court
Sandra Riley – L.A. Superior Court
Brenda Penny – L.A. Superior Court
Paul F. Cohen
Richard Solomon
Mary Creutz
Steven C. Sosa
Justin Gold
Sarah Talei
Samuel D. Ingham, III
Andrew Wallet
Jonathan Rosenbloom

Date: May 21, 2011
Location: Universal City Hilton Hotel

Click here to register for this event

A View From the Bench 2011: Probate Department, Los Angeles Superior Court

Judges Mitchell L. Beckloff, Marvin M. Lager, Reva G. Goetz, and Michael L. Levanas will discuss recent developments in the Probate Department of the Los Angeles Superior Court and the Arthur K. Marshall Award will be presented.

Hon. Mitchell L. Beckloff, Supervising Judge of the Probate Departments, Los Angeles Superior Court
Hon. Reva G. Goetz, Los Angeles Superior Court
Hon. Marvin M. Lager, Los Angeles Superior Court
Hon. Michael I. Levanas, Los Angeles Superior Court

Date: June 30, 2011
Location: Omni Los Angeles Hotel

Click here to register for this event

A Compendium of Recent Cases

Cases appear in chronological order, with the oldest case appearing first.

Trusts and Estates
A claim based on a decedent's promise to leave her cohabitant a life estate in real property is governed by the one-year statute of limitations of Code of Civil Procedure Sec. 366.3; equitable estoppel doctrine may be applied to preclude a party from asserting a timeliness defense where that party's wrongdoing has induced another to forbear filing suit.
    McMackin v Ehrheart - filed April 8, 2011, Second District, Div. One
    Cite as 2011 S.O.S. 1818
     Full text

Trusts and Estates
Where probate court approved settlement of a will contest and dismissed with prejudice petitions by certain beneficiaries claiming that certain moneys were part of the decedent's estate, those beneficiaries are barred by the doctrine of res judicata from relitigating whether those funds were part of the estate.
    Estate of Redfield - filed April 5, 2011, Second District, Div. Three
    Cite as 2011 S.O.S. 1765
    Full text

Los Angeles County Bar Association
2010-11 Trusts and Estates Section Newsletter
Amy L. McEvoy, Co-Editor,  Diane Young Park, Co-Editor,   Nelson J. Handy, Co-Editor

Nelson J. Handy

Stuart D. Zimring

Kira S. Masteller

Kira S. Masteller

Immediate Past-Chair
Jonathan L. Rosenbloom

Section Administrator
Erica Leon


Michael A. Abraham
Ronald Berman
Jackson Chen
Kenneth A. Feinfield
Sibylle Grebe
Susan Jabkowski
Jane E. Kwon
Amy L. McEvoy
Diane Young Park

Nicole M. Pearl
Jacqueline Real-Salas
Myer J. Sankary
Leigh A. Shipp
Gabrielle A. Vidal
Caroline C. Vincent
William Lane Winslow

Liaison Beverly Hills Bar Association, Trudi Sabel Schindler
Liaison Public Interest, Yolande P. Erickson
Ex Officio, Laura Conti
Ex Officio, James R. Birnberg
Ex Officio, Thomas H. Kenney
Ex Officio, Matthew W. McMurtrey
Ex Officio, Gary M. Ruttenberg