San Fernando Valley Bar Association and LACBA
Probate Settlement Officer Training Program
The Probate Settlement Program Committee invites you to attend a Settlement Officer Training Program. Speakers, including sitting and retired judges and fellow settlement officers, will discuss the highly successful LASC Probate Settlement Conference Program and the ADR process in general. Topics will include advance planning, confidentiality, working with self-represented parties, quickly resolving small but factually complicated matters, and documenting settlements.
A Bench-Bar mixer will follow for current volunteer settlement officers.
Hon. James A. Steele (Moderator); Hon. David J. Cowan; Hon. Daniel S. Murphy; Hon. Aviva K. Bobb (Ret.); Hon. Arnold Gold (Ret.); Yacoba Feldman, Esq.; Howard L. Horwitz, Esq.; Lawrence Lebowsky, Esq.; Leanne Maillian, Esq.; Blake Rummel, Esq.; Myer Sankary, Esq.; Joel Simon, Esq.;
Andrea VanLeesten, Esq.
Stanley Mosk Courthouse Special Events Center
(No food allowed in Special Events Center. Lunch will not be provided.)
Registration 12:00 Noon
Program 12:30-4:30 pm
Bar-Bench Mixer 4:30-5:00 pm
Register at (818) 227-0490, ext. 101 or firstname.lastname@example.org.
Applications for the Pro Bono Probate Settlement Program can be downloaded at www.sfvba.org.
Free to volunteer probate settlement officers and applicants;
$50 for non-volunteers or non-applicants
The Life after Death of Digital Assets
Presented by: Trusts and Estates Section
This program will cover dealing with digital assets during the estate planning process. It will address identifying digital assets, licensed vs. owned, appointing a digital executor, following provider policies, and review of at death policies of popular providers such as iTunes, Google, Yahoo, and Facebook.
Susan J. Cooley, Oldman, Cooley, Sallus, Birnberg & Coleman, LLP
Kira S. Masteller, Lewitt Hackman Shapiro Marshall & Harlan
Omni Los Angeles Hotel
251 South Olive Street
Los Angeles, California 90012
Room: Bunker Hill Ballroom
$12 Valet Parking
Registration: 12:00-12:30 PM
Meal/Reception: 12:00 - 12:30 PM
Program: 12:30 - 1:30 PM
Custom Communication: This program is appropriate for all levels.
|CLE+ Member - meal not included
|Probate Court Staff
|Paralegal or Law Clerk
|Trusts & Estates Section Member
Save The Date:
April 26: the Mandatory/Refresher Probate Volunteer Panel Attorney Training Seminar
9:00am – 12:30 pm
-Criminal Law and Procedure-
After finding substantial evidence that minor was incompetent--Juvenile Court lacked jurisdiction to allow minor’s counsel to waive a competency hearing on the matter, and could not make a competency determination under Welfare and Institutions Code Sec. 709 without considering expert testimony.
In re John Z. - filed February 10, 2014, First District, Div. Two
Cite as 2014 S.O.S. A138728
Full text http://www.metnews.com/sos.cgi?0214//A138728
-Trusts and Estates-
Court properly dismissed a petition for an order to remove trustees from the retirement fund handling the retirement system for a city under the Probate Code, as the retirement fund was a pension plan that was expressly excluded from the definition of "trust" under Probate Code Sec. 82. California Constitution, Article XVI, Sec. 17’s phrase that "the assets of a public pension or retirement system are trust funds" did not override Sec. 82, since the intent behind characterizing public pension assets as trusts was not to override the exclusionary language of Sec. 82.
Meyers v. The Retirement Fund of the Federated City Employees - filed January 22, 2014, publication ordered February 13, 2014, Sixth District
Cite as 2014 S.O.S. H037933
Full text http://www.metnews.com/sos.cgi?0214//H037933
-Trusts and Estates-
Trial court correctly ruled that trustee of testamentary trust had no right to sell taxi medallion held by settlor at the time of his death--under a pilot program adopted by local transportation agency that would have allowed sale of medallions on the open market--because the pilot program did not go into effect until after trustor died, so prior law barring the transfer or inheritance of medallions applied.
Yesson v. San Francisco Municipal Transportation Agency - filed January 30, 2014, publication ordered February 26, 2014, First District, Div. Two
Cite as 2014 S.O.S. A136527
Full text http://www.metnews.com/sos.cgi?0214//A136527
Los Angeles County Bar Association
2012-2013 Trusts and Estates Section Newsletter
Amy L. McEvoy
William L. Winslow
Kira S. Masteller
EXECUTIVE COMMITTEE MEMBERS
Julia L. Birkel
Jill A. Brousard
Stefanie S. Cutler
Kim D. Doering
Larry S. Dushkes
Jana Gordon Garrotto
Albert F. Mikulencak
Leigh Shipp Muniz
Mary L. O'Neill
Jacqueline M. Real-Salas
Marc L. Sallus
Liaison, Barristers Section, Lauren C. Liebes
Liaison, County Counsel, Susan Long, Deputy County Counsel
Liaison Public Interest, Yolande P. Erickson
Liaison, Beverly Hills Bar Association, Stefanie Cutler
Ex Officio, James R. Birnberg
Ex Officio, Susan Jabkowski
Ex Officio, Matthew W. McMurtrey
Ex Officio, Jonathan L. Rosenbloom
Ex Officio, Stuart Zimring