11th Annual Conference on Charitable Giving 2010
Stanford University/Silicon Valley Community
May 11, 2010

Partners Terrence M. Franklin and Robert N. Sacks presented “Ethical and Practical Considerations in Estate Planning," at the Stanford University/Silicon Valley Community Conference on Charitable Giving 2010 on May 11, 2010.  Their discussion examined the changing ethical rules applicable to estate planning attorneys dealing with clients who may have diminished capacity. The session also addressed malpractice and litigation issues involving estate planners.  MCLE credit was provided to attendees.

2010 Trusts & Estates Symposium: Trust Administration and Funding Sub-Trusts Upon the Death of the First Spouse
Los Angeles County Bar Association Trusts & Estates Section
January 29, 2010

Partner Terrence M. Franklin is participating on a panel at the Los Angeles County Bar Association 2010 Trusts & Estates Symposium: Trust Administration and Funding Sub-Trusts Upon the Death of the First Spouse on January 29, 2010 at the Omni hotel in downtown Los Angeles. The panel will discuss strategic planning at the first death and avoiding potential pitfalls. Mr. Franklin’s focus will be on litigation issues in trust funding, including unfair allocations, late allocations and attorney liability.

21st Annual Spring Symposia
American Bar Association Section of Real Property, Trust and Estate Law
May 6-7, 2010

Partner Robert N. Sacks is speaking at the 21st Annual Spring Symposia hosted by the ABA Section of Real Property, Trust & Estate Law on May 7, 2010 in Philadelphia. The panel, “Escaping Bleak House – How to Select the Best Dispute Resolution Alternatives to Full Scale Litigation,” will examine multi-state analysis of arbitration in will and trust disputes; legal underpinnings/constitutionality; model acts and sample clauses for drafting; types of dispute resolution mechanisms and how to select the appropriate one; and more. Mr. Sacks will focus on mediation in trust and estate disputes, and how this is handled in Los Angeles County. This is the 13th consecutive year Mr. Sacks has participated at the Spring Symposia.

20th Annual Spring Symposia
American Bar Association Section of Real Property, Trust and Estate Law
April 30 – May 1, 2009

Washington, D.C. - Partner Robert N. Sacks moderated a panel “Last Beneficiary Standing: Identifying the Proper Parties in Breach of Fiduciary Duty Cases” at the American Bar Association Section of Real Property, Trust and Estate Law 20th Annual Symposia held in Washington, D.C. Panelists explored the standing requirements and related issues in breach of fiduciary duty cases, including: the rights and obligations of successor fiduciaries, as well as potential liability for not pursuing claims; related limitations periods for asserting claims; enforceability of exculpatory clauses; and attorney-client privilege issues that arise in these cases.

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Continuing Education of the Bar — California
December 2008

Partner Margaret G. Lodise spoke to members of Continuing Education of the Bar — California in December 2008. She discussed trial strategies and tactics in trust and estate litigation.

34th Annual Trust and Estate Conference
USC Gould School of Law
November 21, 2008

LOS ANGELES, CA – Sacks Glazier Franklin & Lodise partners,  Robert N. Sacks,  Terrence M. Franklin and  Margaret G. Lodise, spoke at the USC Gould School of Law 34th Annual Trust and Estate Conference on Nov. 21 in Los Angeles.

Mr. Sacks and Mr. Franklin presented “Documents and Filing Issues Explained,” which examined best practices related to handling estate planning files to avoid potential litigation.

Ms. Lodise spoke at the luncheon on, “Updates to Ethical Issues for Trust & Estate Lawyers.”

Formerly the Probate and Trust Conference, the conference provides solutions to typical problems encountered in estate planning; trust administration; probate, trust and estate litigation; substantive law, client relationships and law practice economics.

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53rd Annual Estate Planning Seminar
Washington State Bar Association  & Estate Planning Council of Seattle
November 3-4, 2008

SEATTLE, WA - Partner Robert N. Sacks spoke on a panel, “Mock Deposition – Estate and Trust Litigation” at the 53rd Annual Estate Planning Seminar held in Seattle WA.  The conference was sponsored by the Washington State Bar Association and the Estate Planning Council of Seattle.
 
Please click here for additional information, or contact us at info@trustlitigation.la.