2016 Trusts & Estates Symposium On Demand Program 9/23/16
2016 Trusts & Estates Symposium On Demand Program 9/23/16

2016 Trusts & Estates Symposium

Presented by the Trusts & Estates Section

This year's symposium will include a look at recent changes in California and federal law that significantly impact probate litigation and estate planning, plus offer a scholarly and pragmatic guide for success in seeking fee awards in probate matters.

Panel 1:

Past Imperfect: Supreme Court Greenlights the Admission of Extrinsic Evidence in Will Reformation Actions


Susan Cooley, Oldman, Cooley, Sallus, Birnberg & Coleman, L.L.P.

Margaret G. Lodise, Sacks, Glazier, Franklin & Lodise

Robin Meadow, Greines, Martin, Stein & Richland L.L.P.

In Estate of Duke (2015) 61 Cal.4th 871, the Supreme Court reconsidered the historical rule that extrinsic evidence is inadmissible to reform an unambiguous will. The Supreme Court concluded that the categorical bar on extrinsic evidence in such cases -- dating back to common law and codified in the California Probate Code -– was not justified. Now, an otherwise unambiguous will may be reformed if clear and convincing evidence establishes that the Will contained a mistake in expressing the testator's intent. Our panelists include the lawyers who handled this game-changing case.

Panel 2:

Brave New (Estate Planning) World


Jane Peebles, Karlin & Peebles, L.L.P.

Seasoned estate planner Jane Peebles will present practical advice about drafting revocable trusts in light of historically high estate tax exemptions and Federal and California capital gains tax rates. She will discuss nuts and bolts pragmatic planning including pros and cons of bypass trusts, flexibility to obtain a step-up in basis on death, revisiting formula gifts to children and grandchildren, the use of Clayton QTIPs, portability of estate tax exemption and post-mortem fixes.

Panel 3:

Show Me the Money: Insights on Requests for Attorney's Fees


David J. Cowan, Judge of the Superior Court

Mary Guayante, Probate Attorney, Los Angeles Superior Court

Vivian Lee Thoreen, Holland & Knight

Success with fee petitions is so important to the private practitioner, but many lawyers neglect the scholarship and skimp on polished advocacy. This panel, including a private practitioner, a judge, and an attorney from the Probate Court, will analyze what it takes to succeed in filing fee petitions for legal services before the court.

Originally Recorded 9/23/16

Duration & Credit Info

3 hours CLE credits, including Estates Planning, Trust & Probate Law Legal Specialization Credit

This On Demand Program is a streaming video presentation. Upon Purchase, you will receive a confirmation email with a link to access the program and download the program materials PDF file. Once you have completed the program a certificate will be generated and emailed to you within 1-2 business days.

Search terms: test, MCLE, Streaming, Audio, Lawyer, box

Product Code: 092316TESOD

Discounted member price: 80.00
You could save: 27.3%