Please see the September Newsletter for upcoming events.

Litigation Boot Camp

Friday, September 8, 2023

Thank you to our sponsors:

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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


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 with “September 28 Happy Hour RSVP” in the Subject line.



September 8

Litigation Boot Camp

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