- In This Issue -


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

Jana Gordon Garrotto, Law Offices of Garrotto & Garrotto
jjggarrotto@msn.com

Jacqueline M. Real-Salas, Law Offices of Jacqueline M. Real-Salas, jackie@realsalaslaw.com

Stefanie S. Cutler, Bloom & Ruttenberg
scutler@bloom-ruttenberg.com

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


Become a Sponsor of the Trusts and Estates Section

Reach your target audience by becoming a sponsor of the Trusts and Estates Section. Please contact
Jacqueline M. Real-Salas
to discover the sponsorship opportunities.

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Join LACBA on LinkedIn


Coming Events

2013 MANDATORY REFRESHER:
Probate Volunteer Panel Attorney Training Program


Saturday, May 11, 2013
8:30 - 9:00 AM - Breakfast and Registration
9:00 AM - 12:45 PM - Program
3.5 hrs General CLE Credit, including Estate Planning, Trust & Probate Law Legal Specialization Credit
Location: Sheraton Delfina Hotel 530 Pico Blvd Santa Monica, CA 90405

Program Details:

This program provides an overview of the role which court-appointed attorneys play, and the duties they are expected to fulfill. Utilizing a fact pattern chronicling the misadventures of a highly dysfunctional family, the speakers will discuss approaches to interviews, strategy, reports, gaining control of assets and working with (or against) privately retained counsel, among other topics which frequently arise in the representation of proposed conservatees and others.

This program satisfies the educational requirements of LASC Local Rule 4.123 for new court-appointed counsel and helps to satisfy the continuing education requirements for court-appointed counsel set forth in Local Rule 4.123 and CRC 7.110.

Confirmed Speakers:
Hon. Mitchell L. Beckloff, LA Superior Court
Robert Wada, LA Superior Court
Jessica Ghirardo, Rosenbloom Law Firm
Justin Gold, Oldman Cooley, et al.
Lynard Hinojosa, Hinojosa & Wallet, LLP
Samuel D. Ingham, III, Law Offices of Samuel D. Ingham, III
Jonathan Rosenbloom, Rosenbloom Law Firm
Blake Rummel, Weinstock Manion, A Law Corp.
Adam Streltzer, Law Offices of Adam Streltzer
Andrea Van Leesten, Law Offices of Andrea Van Leesten

Registration Information Prices:
CLE+ Member $90.00
Law Student $90.00
Family Law Section Member $155.00
Trusts and Estates Section Member $155.00
LACBA Member $185.00
All Others $215.00
AT THE DOOR $225.00
Valet parking will be free for all attendees with validation.

Register by Phone with Visa, MasterCard or AMEX: Call (213) 896-6560 Monday-Friday, 9:00 a.m.- 5:00 p.m. and have the information below ready.
Advance registration will close at 12:00 pm on May 10. While advance registration (both online and via phone) closes for most programs approximately 12-24 hours before event time (in order to allow for operational considerations), we would still like to have you join us, and you are more than welcome to register on-site and attend, unless the program is specifically noted as SOLD OUT.

_________________________________________________________

2013 PROBATE COURT RECEPTION

06/03/2013
Presented by: Trusts and Estates Section

Program Information: The Trusts and Estates Section cordially invites you to a reception honoring the Probate Department of the Los Angeles Superior Court. Probate Court staff and judges are invited to attend at no cost and enjoy hosted beverage service. There will be a cash bar for all other guests, and complimentary hor d'oeuvres for all.

NO REGISTRATION FEE for Trusts and Estates Section members, Probate Court staff, County Counsel, and Judges.

RSVP is required.

Members of the Trusts & Estates Section:
All interested section members are encouraged to attend the special networking event with our sponsor at 5:00 PM. Meet the City National Bank Personal Trust senior managers, trust officers and private bankers who are dedicated to meeting the needs of Los Angeles' legal community. This is a great opportunity to build a reciprocal referral relationship with City National's trust and estate professionals and to learn more about its legal services banking team.

5:00-5:30 PM - Registration
5:00-5:30 PM - Sponsor Networking Reception
5:30-7:30 PM - General Reception



Registration through calendar.LACBA.org

Save the Dates

June 20, Tentative date for Lunch Program: A View from the Bench, 2013, Probate Department, Los Angeles Superior Court

(More details to come)

Special Announcements

Notice Concerning Location to File Probate Cases

Probate Update

Probate Case Cover Sheet and Certificate of Grounds for Assignment to District


A Compendium of Recent Cases

Action by heir of deceased trust beneficiary charging trustee with breach of trust and seeking his removal was brought in bad faith and without probable cause when the action's sole purpose was to induce trustee to convey trust property to heir, without his making the equalizing payment that was clearly required by the trust. For purposes of anti-SLAPP statute, trustee was likely to prevail in a malicious prosecution action against heir's attorneys, who were clearly aware of the impropriety of the action. Where underlying ruling was affirmed on appeal, fact that trust assets remained to be distributed did not preclude finding that ruling was a final determination of the merits for purposes of malicious prosecution suit. Where attorneys representing heir brought a frivolous claim, then brought a frivolous anti-SLAPP motion against the resulting malicious prosecution complaint, trial court properly awarded attorney fees to trustee for opposing the anti-SLAPP motion. Heir's attorneys were subject to sanctions for bringing a frivolous appeal of the order denying the motion, where their appellate arguments were based on obvious distortions of the record and lacked any basis in law or fact.
Kleveland v. Siegel & Wolensky, LLP - filed April 17, 2013, Fourth District, Div. One
Cite as D060906
Full text: http://www.metnews.com/sos.cgi?0413//D060906


Back to Top

Los Angeles County Bar Association
2012-2013 Trusts and Estates Section Newsletter

SECTION OFFICERS
Chair
Kira S. Masteller

Vice-Chair
Amy L. McEvoy

Secretary/Treasurer
Trudi Schindler

Immediate Past-Chair
Stuart D. Zimring

Section Administrator
Brendan Tarnay

EXECUTIVE COMMITTEE MEMBERS

Ronald Berman
Jill A. Brousard
Jackson Chen
Stefanie S. Cutler
Kim D. Doering
Larry S. Dushkes
Kenneth A. Feinfield
Jana Gordon Garrotto
Sibylle Grebe

Duncan Hromadka
Diane Y. Park
Jacqueline M. Real-Salas
Sandra (Sandy) R. Riley
Myer J. Sankary
Gabrielle A. Vidal
Caroline C. Vincent
William L. Winslow


SUB-SECTION MEMBERS
Liaison, Barristers Section, Lauren C. Liebes
Liaison, Beverly Hills Bar Association, Trudi Schindler
Liaison, County Counsel, Susan Long, Deputy County Counsel
Liaison Public Interest, Yolande P. Erickson
Ex Officio, James R. Birnberg
Ex Officio, Susan Jabkowski
Ex Officio, Thomas H. Kenney
Ex Officio, Matthew W. McMurtrey
Ex Officio, Jonathan L. Rosenbloom

 

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