Estate Planning And Family Law Attorneys

Photo of the reception room of Johnston, Kinney & Zulaica LLP

Upcoming Events

Trust and Estates Litigation, Trial, and People v. Sanchez

MCLE 1.25 Hour in Estate Planning, Trust and Probate Law Specialization
November 1, 2022

Our Trusts & Estates litigation attorneys, John Rueppel and Evan Winet, will be hosting a CLE virtual class through the Bar Association of San Francisco on Tuesday, November 1, 2022, from 12:00 – 1:30 pm.  People v. Sanchez drastically changed the testimony and evidence that experts can give during trial. This ruling presents unique issues in trust and estates litigation, where third-party evidence plays a huge role in the court’s determination. This class will review the legal issues, the changes to the scope of expert testimony, and particular challenges facing trust and estates litigators in trial.

Topics

  • Discussion of the holding of People v. Sanchez ((2016) 63 Cal.4th 665) and related cases on hearsay evidence and expert testimony
  • What experts will be allowed to testify to regarding medical documents and third-party statements
  • How to outfox opposing counsel with targeted objections and motions in limine
  • Educating the Court on the importance of Sanchez

Co-Chairs will be Alicia Gámez, Law Office of Alicia M. Gámez; James Patrick Lamping, Law Office of James P. Lamping and Howard Slavitt, Coblentz, Patch, Duffy & Bass

Register here: Trust and Estates Litigation, Trial, and People v. Sanchez

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Past Events

You’re Invited to the 2022 Fourth Annual Financial Elder Abuse Symposium!

Trust And Estates California Lawyers Association 4th Annual Financial Elder Abuse Symposium Friday, May 20, 2022

2022 Fourth Annual Financial Elder Abuse Symposium

May 20, 2022 | Virtual Conference

Welcome to the 2022 Fourth Annual Financial Elder Abuse Symposium! This program will start at 8:30 AM on Friday, May 20, 2022.

Earn 7.5 Hours of MCLE, which includes Legal Specialization in Estate Planning, Trusts and Probate Law.

Pricing for this conference is as follows:

    • $300 for all CLA Members
    • $399 for Non-CLA Members

Sessions

• 8:30 a.m. – 10:00 a.m. | Overview Of Elder Financial Abuse
This presentation commences with review of a simplified fact pattern taken from actual cases, follows with a brief discussion of the financial elder abuse elements taken from the controlling statutes, and then applies the elements to the fact pattern from the separate perspectives of the Court, private counsel, and Adult Protective Services. The discussion will be interspersed with suggestions/tips from the panelist on how to discover investigate, stop, and remedy the financial elder abuse under the given facts.
Speakers: Hon. Reva G. Goetz, (Ret.). Kim Hau Nguyen, and John Hafner
Moderator: Chris Carico

• 10:15 a.m. – 11:45 a.m. | Alzheimer’s Disease and Other Dementias – What Do Planners and Litigators Need to Know?
This program explores the interplay between dementia and estate planning. A psychologist will provide information on dementia and suggestions for capacity assessment. Panelists will discuss ramifications in the planning and litigation contexts.
Speakers: Heather Matsumoto Hoekstra, Bonnie Olsen, and Yulissa Zulaica
Moderator: Jeffrey S. Galvin

• 12:30 p.m. – 2:00 p.m. | The Shifting Paradigm in Conservatorship Law: Preserving the Value of Protective Proceedings
Conservatorship law balances fundamental liberty rights against the need to protect the vulnerable dependent adult from financial and physical neglect. The emphasis on “least restrictive alternatives” and the balancing of individual rights and dignity with the need for protection remains the foundation of the law. New legislation seeks to remedy what are perceived as abuses; this will be explored in common fact patterns and how the balance is struck.
Speakers: Judge Mary Thornton House, Retired and Matthew Kanin

• 2:15 p.m. – 5:30 p.m. | Litigation Tools: Civil Financial Elder Abuse Claims – A Primer
A presentation of the processes, tactics and strategies involved in pursuing and defending a financial elder abuse claim, including pleading, discovery, law and motion, mediation, trial and post trial, including appeal.
Speakers: Honorable Virginia M. George, Daniel I. Spector, Ciarán O’Sullivan, Nicholas Van Brunt, and Erin A. Norcia
Moderator: Howard A. Kipnis