Please see the September Newsletter for upcoming events.
Friday, September 8, 2023
Thank you to our sponsors:
This all-day workshop will focus on the basics of litigating trust and probate related cases from start to finish. It will feature leading practitioners in the field, who will cover a broad range of topics while emphasizing practical knowledge and strategies. The program is intended for all attorneys utilizing the Probate Court, from those new to trust and estate litigation to those expanding their practice or keeping current in their specialty. Other legal professionals such as paralegals and fiduciaries are welcome as well. Reference materials and samples will be provided in electronic and paper formats.
Thank you to our speakers:
Jaime Herren (Holland & Knight LLP)
Stacie Nelson (Holland & Knight LLP)
Ethical Issues and Managing Conflicts
Nathan Pastor (Pastor Law Group, PC)
Jurisdiction, Notice, and other Preliminary Considerations
Jennifer Herlihy (Koller Herlihy LLP)
Erin Norcia (Temmerman, Cilley & Kohlmann LLP)
Pleading and Responding to Contests of Trusts, Wills, and Other Instruments
Julie Woods (Superior Court of California, County of Los Angeles)
Pleading and Responding to Common Proceedings
Douglas Housman (Law Offices of Cain, Cain & Housman)
Pleading and Responding to Fiduciary Litigation
Peter Shelton (Peter Shelton Law)
10 Things I Wish I Knew Before Filing My First Petition
Kirsten Voyles (Legal Assistance for Seniors)
Amy Harrington (Harrington Law, PC)
Pleading and Responding to Probate-Adjacent Proceedings (Elder Abuse, Partition Actions)
Michael Low (Doyle Low LLP)
Fact Finding and Discovery
James Cilley (Temmerman, Cilley & Kohlmann, LLP)
Attorney Fees
Hon. John H. Sugiyama (Ret.), JAMS
Alternative Dispute Resolution
Joe Morrill (Morrill Law); Hon. John H. Sugiyama (Ret.), JAMS
Trials, Evidence, and Effective Advocacy
MCLE: 7.0 hours of credit, including 1/2 hour of legal ethics
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Happy Hour Networking Event: September 28!
Please join your fellow EBTEL members for an in-person Happy Hour Gathering at Cornerstone in Berkeley! We’ve reserved space on their patio and will be providing beer, wine, cocktails, nonalcoholic beverages and hors d’oeuvres.
Date: Thursday, September 28, 2023
Time: 5:00pm – 7:00pm
Location: Cornerstone, 2367 Shattuck Avenue, Berkeley
RSVP REQUIRED BY 10AM August 15. Email to admin@EBTEL.org with “September 28 Happy Hour RSVP” in the Subject line.
UPCOMING EVENTS
| September 8 |
CSUEB, Oakland |
| September 28 |
Happy Hour Networking Event Cornerstone, Berkeley |
| October 11 | Estate Planning and Administration Committee |
| October 18 | Elder Law, Conservatorships and Guardianships |
| November 16 |
Annual Lunch Waterfront Hotel, Oakland |
| 2024 Calendar | |
| January 10 | |
| January 17 | |
| February TBD | Recent Developments |
| March 13 | |
| March 20 | |
| April 10 | |
| April 17 | |
| May TBD | Spring Symposium |
| June 12 | |
| June 19 | |
| July 10 | |
| July 17 | |
| August 14 | |
| August 21 |