Presented by the Trusts & Estates Section
Title: 2016 Trust & Estates Symposium
Thank you to our Annual Sponsor:
Date: Friday, September 23, 2016,
Registration: 11:45 a.m. – 12:15 p.m.
Program: 12:00 p.m. - 4:30 p.m.
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.
Millennium Biltmore Hotel
506 South Grand Avenue
Los Angeles, California 90071
Earn 3.0 hours CLE Credit
Including Estate Planning, Trust & Probate Law Legal Specialization Credit
1:00P.M. - 2:00 P.M.
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.
2:00 P.M. - 2:15 P.M. - Break
2:15 P.M. - 3:15 P.M.
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.
Break 3:15 P.M. – 3:30 P.M.
3:30 P.M -4:30 P.M.
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.
CLE: 3.0 Hours CLE Credit – Including Estates Planning, Trust & Probate Law Legal Specialization Credit.
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