SOLD OUT:2016 Trusts & Estates Symposium

New Developments in Probate Litigation and Estate Planning, Plus How to Present Winning Fee Requests Before the Probate Court.

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.
12:00 p.m. - 4:30 p.m.

Program Description
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

Program Schedule

1:00P.M. - 2:00 P.M.
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.

2:00 P.M. -  2:15 P.M. - Break

2:15 P.M. - 3:15 P.M.
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.

Break 3:15 P.M. – 3:30 P.M.

 3:30 P.M -4:30 P.M.
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.

 CLE3.0 Hours CLE Credit – Including Estates Planning, Trust & Probate Law Legal Specialization Credit.


CLE+ Members


Trusts & Estates Section Members


LACBA Members


All Others


Law Students


9/23/2016 12:00 PM - 4:30 PM
Millennium Biltmore Hotel 506 South Grand Avenue Los Angeles, CA 90071
Online registration not available.

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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. Full refunds issued only for registrations which are cancelled 48 hours in advance.

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The Los Angeles County Bar Association is a State Bar of California MCLE approved provider. If this is a CLE event, the Los Angeles County Bar Association certifies that this activity has been approved for MCLE credit. CLE events will state the amount and type of credit offered in the calendar listing.