Announcements

Ryan Houck and Katherine McKeon Named on 2017 Super Lawyer Southern California Rising Stars List

McKeon Recognized on Up-and-Coming 50: 2017 Women List

Ryan Houck and Katherine McKeon were selected for inclusion on the 2017 Southern California Super Lawyers Rising Stars for their work in Estates and Trusts. This is Mr. Houck's second year and Ms. McKeon's third year as a Rising Star. Ms. McKeon was also named to the Up-and-Coming 50: 2017 Women Southern California Rising Stars.

The Rising Stars list is comprised of the top 2.5 percent of lawyers in Southern California who are under 40 years of age, or who have been practicing for 10 years or less, and have attained a high degree of peer recognition and professional achievement. The selection process is multi-phased and includes independent research, peer nominations and peer evaluations.


Meg Lodise Speaking to the Beverly Hills Bar Association Trusts & Estates Section

Partner Meg Lodise is co-presenting "New Ethics Rule On The Horizon (We Mean It This Time!) And Other Recent Developments" to the Beverly Hills Bar Association Trusts & Estate S ection on June 20, 2017. Ms. Lodise will discuss issues that can arise in the representation of multiple parties, successor trustees, successors in interest, and the applicability of the Rules of Professional Conduct, among other things. Attendees will receive one hour of Participatory Credit and one hour of Legal Specialization Credit.


Sacks, Glazier, Franklin & Lodise Proudly Co-Sponsors Annual Los Angeles County Bar Trusts & Estates Probate Court Reception

Sacks, Glazier, Franklin & Lodise is co-sponsoring the annual Los Angeles County Bar Trusts & Estates Probate Court Reception. The event is attended by probate attorneys, judicial officers of the probate department, and members of the Trusts & Estates Section. The evening reception is being held May 15, 2017 at the Omni Los Angeles Hotel. View registration details here.


Terry Franklin to Speak at National Underground Railroad Conference/Harriet Tubman Underground Railroad Conference

Partner Terry Franklin is presenting "The Last Will of Lucy Sutton: One Family’s Legal Odyssey from Slavery to Freedom" on the panel "Liberation and the Law: Slavery and Freedom" at the National Underground Railroad Conference and Harriet Tubman Underground Railroad Conference in Cambridge, Maryland on May 20, 2017. The conference, "On the Edge of Freedom: Harriet Tubman and the Underground Railroad in the Borderlands," will explore all aspects of the Underground Railroad and honor the grand opening of the Harriet Tubman Underground Railroad Visitor Center. The conference brings together scholars, site stewards, researchers, student artists, and enthusiasts from across the nation for four days of renowned speakers, panel discussions, workshops, an exhibit hall, and tours.


Meg Lodise and Jessica Uzcategui Featured in Best Lawyers 2017 Women in Law Business Edition

Partners Meg Lodise and Jessica Uzcategui were recognized in the Best Lawyers 2017 Women in Law Business Edition for Trusts and Estates work in California. Ms. Lodise has been selected by her peers for inclusion in The Best Lawyers in America(c) since 2011, and Ms. Uzcategui since 2014. Since its inception, Best Lawyers has become universally regarded as the definitive guide to legal excellence. Best Lawyers lists are compiled based on an exhaustive peer review evaluation.

View the issue here.


Meg Lodise Chairs Pomona College Presidential Search Committee

Partner Meg Lodise served as Chair of the Pomona College Presidential Search Committee from April through December 2016 to select the college’s tenth president, G. Gabrielle Starr, a highly regarded scholar of English literature whose work reaches across neuroscience and the arts. A Pomona College alumna, Ms. Lodise led the 15-person search committee with trustee faculty, staff, student, alumni and parent representation.

Upon Ms. Starr’s appointment by the Board of Trustees, Ms. Lodise commented: "I and the Presidential Search Committee have thoroughly enjoyed getting to know Gabi these past few months. Her keen intellect and warm personality make her a wonderful fit for Pomona and I look forward to Gabi bringing her creativity, energy and enthusiasm to Pomona."

Ms. Starr will be the first woman and the first African American president of Pomona College, one of the nation’s premier liberal arts institutions.


Jessica Uzcategui Speaks on "Effective Small Firm and Solo Practice Management" at Harvard Law School

Partner Jessica Uzcategui spoke at Harvard Law School's Third Celebration of Latino Alumni on a panel addressing the pros and cons of small firm practice, including the steps to consider before moving to a small firm, and practice tips for effective marketing and firm management. The program, "Latino Leadership: Embracing the Challenge," took place March 2-5, 2017.


Sacks, Glazier Franklin & Lodise Partners to Speak at ABA Real Property Trust & Estate Law 29th Annual Spring Symposia

Partners Terrence Franklin, Robert Sacks and Jessica Uzcategui will participate in the American Bar Association's Real Property Trust & Estate Law Section's 29th Annual Spring Symposia CLE Meeting being held April 20 - 21, 2017 in Denver.

Mr. Franklin is speaking on the panel "Ethics and Mediation: The Highs and Lows of Taming Two Broncos" on Thursday, April 20. This program explores ethical issues that can arise in the negotiation of settlements, and the ethical duties of the mediator, counsel and advisor. The panel will be highlighted by a mock mediation in which the parties and their attorneys grapple with common yet intriguing ethical challenges.

Mr. Sacks will be the program moderator for "Harmonizing the Sometimes Discordant Duties of Trustees Who Also Run the Family Business" on Friday, April 21. This panel explores whether and how an individual simultaneously wearing a trustee hat and a corporate fiduciary hat can successfully serve the beneficiaries of the trust and the shareholders/owners of the company. Panelists will address the numerous issues that can arise in such capacities.

Ms. Uzcategui will participate on the panel, "High Stakes Litigation: When to Bring in the Expert to Win Your Case" on Friday, April 21. The program examines the role of expert witnesses and consultants; do’s and don’ts of retaining and working with an expert; considerations for agreeing to be an expert; and related ethics and malpractice issues.

You can learn more about the 2017 ABA RPTE Spring Symposia here.


Matthew McMurtrey & Ryan Houck to Speak at California State Bar

Managing Partner Matthew McMurtrey and Attorney Ryan Houck will present "Introduction to Trust and Estate Litigation" at the California State Bar offices in San Francisco on March 2, 2017 for one-hour of MCLE credit.

The program focuses on will contests; trust petitions filed under Probate Code Section 17200; and petitions filed under Probate Code Section 850 concerning property belonging to an estate or a trust. McMurtrey and Houck will address the issues encompassed in these petitions, and the filing procedures that need to be fulfilled.


Sacks, Glazier, Franklin & Lodise Attorneys Selected as 2017 Southern California Super Lawyers and Margaret Lodise Named to "Top 50 Women" List

Partners Robert Sacks, Kenneth Glazier, Terrence Franklin, Margaret Lodise and Managing Partner Matthew McMurtrey have been selected for inclusion on the 2017 Southern California Super Lawyers list for their work in the areas of Estate and Trust Litigation. Margaret has also been selected for inclusion on the "Top 50 Women" list.

Robert has been named to the Super Lawyers' list for 14 consecutive years, Terrence for 13 consecutive years, Kenneth for 12 consecutive years and Matthew for three consecutive years. Margaret has been named to the Super Lawyers list for 13 consecutive years and "Top 50 Women" for seven consecutive years.

Super Lawyers is a rating service of the top five percent of outstanding lawyers who have attained a high degree of peer recognition and professional achievement. The selection process is multi-phased and includes independent research, peer nominations and peer evaluations. The Southern California lawyers who receive the highest point totals during this selection process are further recognized in Southern California Super Lawyers Top Lists.


Terry Franklin Speaks to the Beverly Hills Bar Association Trusts & Estates Section

Partner Terry Franklin spoke at the Beverly Hills Bar Association Trusts & Estates section luncheon on Tuesday, January 17, 2017. His presentation, "The 1846 Last Will of John Sutton: What's New and Not So New in the World of Drafting Wills and Contest Litigation" examined racial division and bias, as well as LGBT bias. He also looked at the parallels between racial barriers to relationships and legal barriers that existed prior to the Supreme Court's 2015 decision in Obergefell. Mr. Franklin further discussed the laws that prohibited testimony by people of color and the ways that lawyers got around those barriers.


  • Jessica Uzcategui Accepted to American College of Trust and Estate Counsel

    Partner Jessica A. Uzcategui has been accepted as a Fellow by the American College of Trust and Estate Counsel (ACTEC). ACTEC is a nonprofit association of lawyers and law professors with experience in all areas of trust and estate law. Its more than 2,700 members are called "Fellows" and are elected to membership based on their outstanding reputation, exceptional skill, and substantial contributions to the field by lecturing, writing, teaching and participating in bar activities. It is their aim to improve and reform probate, trust and tax laws, procedures, and professional responsibility.

    Ms. Uzcategui was also a panelist at her first ACTEC meeting in Charleston, South Carolina in October 2016. She presented on a panel titled "Confronting Litigation and Non-Litigation Challenges of a Trusts and Estates Practice; The Lawyer as a Witness" and offered advice to lawyers serving a fact witnesses, party defendants, and expert witnesses.


    Margaret Lodise & Jessica Uzcategui to Speak at 51st Annual Heckerling Institute on Estate Planning

    Partners Margaret G. Lodise and Jessica A. Uzcategui will speak at the 51st Annual Heckerling Institute on Estate Planning taking place January 9-13, 2017 at the Orlando World Center Marriott Resort and Convention Center.

    Ms. Lodise will participate on the panel, "Arriving by Plane with a Briefcase-Lawyers Serving as Expert Witnesses." On Thursday, January 12, the panel will discuss an attorney serving as an expert witness in family disputes, attorney malpractice cases, trustee issues, and tax controversies.

    Ms. Uzcategui will speak on the panel, "Protecting Yourself When Planning in Unsettled Waters: A Case Study on How to Structure Your Client Relationship to Protect Yourself from Malpractice Claims and Ethical Issues." This session will explore the steps that practitioners can take to protect themselves from malpractice suits when planning in unsettled areas. It will illustrate practical and ethical issues surrounding the initial client engagement, settlement negotiations with third parties, and practical defenses to common malpractice claims.

    The 51st Institute offers practical guidance on today's most important tax and non-tax planning issues, valuable insights on what might lie ahead, and innovative planning strategies for the future. As the premiere conference for estate planning professionals, the Heckerling Institute on Estate Planning provides unparalleled educational and professional development opportunities for all members of the estate planning team.


  • Matthew McMurtrey Named Managing Editor of California Trust and Estates Quarterly

Partner Matthew McMurtrey has been named Managing Editor of California Trust and Estates Quarterly, the official publication of the Trusts & Estates section of the California State Bar. The publication features articles and columns written by leading authors, practitioners and scholars, and is distributed to section members. Learn more about the Quarterly here.


  • Sacks Glazier Franklin & Lodise Ranked on the 2017 "Best Law Firms" List by U.S. News - Best Lawyers®

U.S. News - Best Lawyers® ranked Sacks Glazier Franklin & Lodise on the 2017 "Best Law Firms" list in the National Tier 2 Ranking for Trust and Estates Law and the Metropolitan Tier 1 Ranking in Los Angeles for their work in Trust and Estates Litigation and Trust and Estates Law.

The U.S. News - Best Lawyers® "Best Law Firms" rankings are based on a rigorous evaluation process that involves the collection of client and lawyer evaluations, peer review from leading attorneys in their field and review of additional information provided by law firms.


  • Harvard Law Bulletin Features Partner Terry Franklin in "Will Power" Article

    Partner Terry Franklin has traveled across the country presenting the 1846 will of John Sutton, his 4th great grandfather who was a slaveholder in the antebellum South. In the will, Franklin discovers the love relationship between Sutton and his "mulatto" slave, Lucy, who was Franklin’s 4th great grandmother. In the fall issue of the Harvard Law Bulletin, Franklin discusses the nuances of their relationship and its correlation to his practice as a trust and estate litigator

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    • In the article, Franklin embraces the intersection of past and present and explains his journeys from Illinois and California back to the Deep South, where Sutton lived. He details tracing the document to Duval County, Florida where he viewed both the will and the handwritten transcript of a will contest trial by the judge. Through his research, Franklin discovers Sutton taking the necessary precautions to protect Lucy and ensure her freedom.
      Read full article


  • Terry Franklin to Speak at the East Bay Trust & Estates Lawyers Seventh Annual Luncheon

    Partner Terry Franklin will share how his family’s history – which dates back to slavery – impacts his practice as a trust and estates litigator at the East Bay Trust & Estates Lawyers Seventh Annual Luncheon on November 4 in Oakland, CA.

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    • In looking for evidence that would answer whether there was love in the relationship between his 4th great grandfather, John, a white slaveholder in the Antebellum South, and his 4th great grandmother, Lucy, a "mulatto" slave and the mother of John’s children, Franklin discovered a fascinating story – befitting of a trust and estate’s litigator. He will share his findings with other trusts and estates lawyers during his special luncheon presentation.


  • Matthew McMurtrey Obtains Judgment of More than $950,000 in Trust Litigation Case

    In 2006, Managing Partner Matthew McMurtrey filed a lawsuit on behalf of a beneficiary who is the sister of the decedent. The decedent and his surviving spouse had created a joint trust, which was to divide into two subtrusts upon the first spouse's death. His client argued that her brother's surviving spouse inappropriately moved the couple's residence and other money out of the decedent's subtrust, thereby depriving it of its major assets.

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    • For the first six years of the case, Mr. McMurtrey was embroiled in filing pleadings, conducting discovery, and fighting with opposing counsel while the final four years was consumed by trial. Mr. McMurtrey was successful in persuading the trial court that the residence-worth approximately $450,000- had been funded into the decedent's subtrust, but was improperly removed by the surviving spouse who then hid the transaction in bad faith. He was also successful in persuading the trial court that the surviving spouse took over $61,000 from the decedent's subtrust in bad faith, causing the court to double the sister's financial recovery, and the court assessed interest starting on April 1, 2006. Because of the surviving spouse's bad faith, the judge awarded attorney fees to Mr. McMurtrey's client in the amount of $317,033.62.


  • Douglas Lawson, Katherine McKeon and Eunice Lim Compete in the US Bank Stair Climb

    On September 30, Douglas Lawson, Katherine McKeon and Eunice Lim competed in the US Bank Stair Climb for the YMCA. Together, with a donation from the firm, they raised $950 to support children, teens, families and seniors in some of the most under-resourced neighborhoods in the city. More than 3,252 climbers raced to the top of the 75-story, 1,005 feet building in Downtown LA.

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    • A special recognition goes to Douglas, who finished in 22nd place overall, with a time of 13:04!


  • Matthew McMurtrey and Katherine McKeon Speak at CYLA Symposium

    Matthew McMurtrey and Katherine McKeon will present an hour-long program at the California Young Lawyers Association (CYLA) Symposium discussing the most common petitions filed in Estates and Trusts. The program will focus on will contests, trust petitions filed under Probate Code Section 17200, and petitions filed under Probate Code Section 850 concerning property belonging to an estate or a trust. McMurtrey and McKeon will address the issues encompassed in these petitions and the filing procedures that need to be fulfilled.

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    • CYLA is a section of the California State Bar that develops strategies for increasing young lawyer involvement and participation in the State Bar, and facilitates the development of programs and services that assist young lawyers in their professional and leadership



  • All Six Partners Listed in The Best Lawyers in America© 2017

    All six Sacks, Glazier, Franklin & Lodise Partners Robert Sacks, Kenneth Glazier, Terrence Franklin, Margaret Lodise, Matthew McMurtrey and Jessica Uzcategui were selected by their peers for inclusion in The Best Lawyers in America© 2017 for their litigation work in trusts and estates.

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    • For more than three decades, Best Lawyers® has become regarded as the definitive guide to legal professionalism and excellence around the globe. Best Lawyers® is based on an exhaustive peer-review survey. More than 52,000 leading attorneys cast 5.5 million votes on the legal abilities of other lawyers in more than 130 practice areas.


  • Robert Sacks and Terrence Franklin Present on Hot Topics In Estate, Trust and Conservatorship Litigation at University of Wisconsin's Estate Planning Summer Program

    Partners Robert N. Sacks and Terrence M. Franklin presented "Hot Issues in Estate, Trust, and Conservatorship Litigation," at the University of Wisconsin's annual Estate Planning In Depth program on June 27, 2016.

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    • The session covered a broad range of issues in contested estate, trust, and conservatorship matters that are highly relevant to litigators and estate planners. The panel also addressed the various types of contested matters that arise in these areas such as traditional contests, intentional interference with expected inheritance, pre-death contests including substituted judgment proceedings, and ways for estate planners prevent them.


  • Meg Lodise and Katherine McKeon Affirm Sanctions Order of More than $75,000 in a Conservatorship Action

    In April 2016, a two-year battle came to an end after Partner Meg Lodise and Attorney Katherine McKeon argued an award of sanctions in a conservatorship case before the Second District Court of Appeal, and the appellate court affirmed the sanctions order.

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    • Lodise and McKeon represented the respondent in an imposition of conservatorship matter in 2014 and filed a motion seeking to dismiss the conservatorship petition on the grounds that it was improperly filed to gain leverage in a pending family law case, and for sanctions. The conservatorship action was dismissed, and the Court then granted the motion, awarding the full amount of the requested fees, totaling more than $75,000. The sanctions order was appealed by the petitioners and argued before the Second District Court of Appeal, and in April 2016, the order was affirmed.


  • Ryan D. Houck and Katherine G. McKeon Named on 2016 Super Lawyer Southern California Rising Stars List

    Ryan D. Houck and Katherine G. McKeon were selected for inclusion on the 2016 Southern California Super Lawyers Rising Stars. This marks Mr. Houck’s first year and Ms. McKeon’s second consecutive year as a Rising Star.

    read more..
    • The selection process is multi-phased and includes independent research, peer nominations and peer evaluations. The Rising Stars list selects the top 2.5 percent of lawyers in Southern California who are under 40 years of age, or who have been practicing for 10 years or less.


  • Partner Terry Franklin Speaks at Texas Bar CLE on The Will Contest of John Sutton

    Partner Terry Franklin is presenting "The Will Contest of John Sutton," at the Texas State Bar CLE Advanced Estate Planning Strategies seminar on April 29 in Santa Fe, NM. Going back nearly 170 years in time, Mr. Franklin invites attendees on a journey to discover the Will that was intended to free his ancestors as well as the Will contest that sought to keep them enslaved.


  • Matthew McMurtrey and Ryan Houck Speak at Trust and Estates Section 2016 Spring Conference

    Managing Partner Matthew McMurtrey and Attorney Ryan Houck will speak as panel members at the State Bar of California Trust and Estates Section Spring Conference on April 22, 2016, in Costa Mesa, California. Their presentation is titled, "Appellate Issues in Trust and Estates Matters," and their panel will focus on the final judgment rule, the deadline to file an appeal, the various appellate statutes involved in perfecting an appeal, the Sterling case, and Probate Code Section 1310.

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    • The Trust and Estates Section includes more than 6000 attorneys from Eureka to El Centro with interests in Estate Planning, Income and Transfer Taxes, Trust and Estate Administration, Conservatorship and Elder Law.


  • Five Sacks, Glazier, Franklin & Lodise Attorneys Selected as 2016 Southern California Super Lawyers and Margaret Lodise Named to "Top 50 Women" List

    Partners Robert Sacks, Kenneth Glazier, Terrence Franklin, Margaret Lodise and Managing Partner Matthew McMurtrey have been selected for inclusion on the 2016 Southern California Super Lawyers list for their work in estate & trust litigation. Margaret has also been selected for inclusion on the "Top 50 Women" list.

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    • Robert has been named to the Super Lawyers' list for 13 consecutive years, Terrence and Margaret for 12 consecutive years, Kenneth for 11 years and Matthew for 2 consecutive years.

      Super Lawyers is a rating service of the top five percent of outstanding lawyers who have attained a high-degree of peer recognition and professional achievement. The selection process is multi-phased and includes independent research, peer nominations and peer evaluations.


  • Margaret Lodise Teaches at Loyola Law School

    Partner Margaret G. Lodise is teaching "Probate and Estate Litigation" during the Fall semester at Loyola Law School to both J.D. and LLM candidates. The course covers practical and theoretical aspects of litigation in probate, including conservatorships, trusts, estates and related litigation.


  • Sacks, Glazier, Franklin & Lodise Ranked on the 2016 "Best Law Firms" List by U.S. News - Best Lawyers ®

    U.S. News - Best Lawyers ® ranked Sacks, Glazier, Franklin & Lodise on the 2016 "Best Law Firms" list in the National Tier 2 Ranking for Trusts & Estates Law. The firm was also listed in the Metropolitan Tier 1 Ranking in Los Angeles for their work in Trusts & Estates Litigation and Trusts & Estates Law.

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    • The U.S. News - Best Lawyers ® "Best Law Firms" rankings are based on a rigorous evaluation process that includes the collection of client and lawyer evaluations, peer review from leading attorneys in their field and review of additional information provided by law firms.


  • Terrence Franklin and Margaret Lodise to Speak at 41 st Annual Trust and Estate Conference

    Partners Terrence Franklin and Margaret Lodise are presenting at the 41 st Annual University of Southern California Gould School of Law's Trust and Estate Conference on November 20, 2015. Mr. Franklin will present on his family history of a slavery emancipation by will, and related will contest in the Antebellum South, and Ms. Lodise will address litigation issues related to diminished capacity and undue influence in California.

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    • The Trust and Estate Conference brings attorneys, trust officers, accountants, financial planners, professional fiduciaries and other professionals in the industry with the goal of educating attendees on techniques and trends in trust and estate planning.


  • Sacks Glazier Franklin & Lodise welcomes new attorneys Douglas E. Lawson and Eunice Y. Lim

  • LOS ANGELES, CA - Sacks Glazier Franklin & Lodise LLP, exclusively practicing in estate, trust and conservatorship litigation, is pleased to announce the addition of two associate attorneys, Douglas E. Lawson and Eunice Y. Lim.

    "We are proud to welcome Douglas and Eunice," says Managing Partner Matt McMurtrey. "These fine associate attorneys bring the ability and knowledge to contribute to the firm's continued success representing clients in trust, estate and conservatorship litigation."

  • Mr. Lawson obtained his Juris Doctor from the University of Southern California Gould School of Law and his Bachelor of Arts from Duke University. During law school, he interned with the National Basketball Players Association, representing athletes in collective bargaining negotiations with team owners. Mr. Lawson's experience at his prior firm includes handling complex civil litigation in contract disputes, white-collar criminal defense and product liability.

  • Ms. Lim obtained her Juris Doctor from University of Southern California Gould School of Law, where she was a Hale Moot Court Honors Program quarterfinalist. She obtained her Bachelor of Arts cum laude from the University of California, Los Angeles. As a litigation associate at her previous firm, Ms. Lim handled matters involving fraud, breach of contract, business torts and employment litigation and counseling.


  • Margaret Lodise to Present at OCBA's Trusts & Estates Law Section Meeting on California Supreme Court Ruling on Posthumous Amendment of Wills

    In September, Partner Margaret Lodise will present to the Orange County Bar Association's (OCBA) Trusts & Estates Law Section on a recent landmark California Supreme Court decision that a will may be reformed after one's death if there is clear and convincing extrinsic evidence that the will does not accurately reflect the testator's wishes.

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    • Ms. Lodise represented several of the heirs of the testator Irving Duke. Though the trial and appellate courts found that his will unambiguously created intestacy and his estate should be distributed to his heirs, the Supreme Court overturned this decision on appeal. The case will now go back to the trial court where Ms. Lodise will represent the family members in applying the newly created law to the facts of this case.


  • Jessica Uzcategui Appointed Assistant Secretary for American Bar Association's RPTE Trusts & Estates Division

    Partner Jessica A. Uzcategui was appointed as Assistant Secretary of the Trusts & Estates Division of the American Bar Association's (ABA) Real Property, Trust and Estate Law (RPTE) section. As Assistant Secretary of the Trusts & Estates Division, Ms. Uzcategui will continue to provide leadership and expertise on current legal issues, trends, and best practices for RPTE's members.

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    • RPTE is a diverse community of around 22,000 U.S. and international lawyers, paralegals, real estate and financial services professionals, law students and legal educators.


  • Best Lawyers' 2016 Los Angeles Litigation - Trust & Estates, "Lawyer of the Year"

    All six Sacks, Glazier, Franklin & Lodise Partners Robert Sacks, Kenneth Glazier, Terrence Franklin, Margaret Lodise, Jessica Uzcategui and Matthew McMurtrey, were selected by their peers for inclusion in The Best Lawyers in America © 2016 list for their litigation work in trusts and estates.

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    • Additionally, Mr. Franklin has been selected as the 2016 Lawyer of the Year for his litigation work in trusts and estates.

      For more than three decades, Best Lawyers ® has become regarded as the definitive guide to legal professionalism and excellence around the globe. Best Lawyers ® is based on an exhaustive peer-review survey. More than 52,000 leading attorneys cast 5.5 million votes on the legal abilities of other lawyers in more than 130 practice areas.


  • Matthew McMurtrey Appointed Vice Chair of LACBA’s Trusts & Estates Section

    The Los Angeles County Bar Association (LACBA) appointed Managing Partner Matthew McMurtrey as the Vice Chair of the Trusts & Estates Section. As Vice Chair, Mr. McMurtrey will establish the section’s goals for the year and work with the other officers to implement these goals.

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    • The LACBA Trusts & Estates Section is dedicated to educating its members on all issues pertaining to laws governing trusts, probate estates, guardianships, conservatorships and other matters within estate planning and administration.


  • Jessica Uzcategui Presents at ABA Annual Spring Real Property Symposia on Harmless Error Doctrine

    Partner Jessica Uzcategui presented on the panel, "Letters, Notes and Napkins: Harmless Error and Writings Intended as Wills," at the American Bar Association's (ABA) 27 th Annual Estate Planning and Real Property Spring Symposia on April 30, 2015 in Washington D.C. Ms. Uzcategui explored the traditional approach of courts requiring strict compliance with will formalities and discussed the emerging application of the harmless error doctrine to admit non-traditional documents to probate.

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    • The ABA Annual Estate Planning and Real Property Spring Symposia encourages attendees to hone their skills in both estate planning and real property law by offering presentations featuring the nation's leading practitioners and professionals.


  • American Bankers Association Welcomes Jessica Uzcategui on Fiduciary Litigation Roundtable Webcast

    Partner Jessica Uzcategui presented on the American Bankers Association's Fiduciary Litigation Roundtable Webcast on May 7, 2015. Ms. Uzcategui reviewed the current trends in fiduciary litigation and explained how to minimize a trustee's exposure to litigation.

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    • The Fiduciary Litigation Roundtable is part of the 2015 briefings/webcast series on Trust and Estate Planning intended to inform and update bankers on timely topics and provide practical solutions to better perform in this financial climate.

      Download recording.


  • Three Sacks, Glazier, Franklin & Lodise Attorneys Selected for Inclusion on 2015 Southern California Super Lawyers Rising Stars List

    Partner Jessica A. Uzcategui, Of Counsel G. Lisa Wick, and Associate Katherine G. McKeon were all selected for inclusion on the 2015 Southern California Super Lawyers Rising Stars list. This marks the 5 th year that Ms. Uzcategui has been named to the list for her work in probate litigation and the 3 rd consecutive year for Ms. Wick for her work in estate and trust litigation. This is the first year that Ms. McKeon has been selected for inclusion on the list.

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    • Super Lawyers is a rating service of outstanding lawyers from a wide range of practice areas who have attained a high-degree of peer recognition and professional achievement. The selection process is multi-phased and includes independent research, peer nominations and peer evaluations. The Rising Stars list selects the top 2.5 percent of lawyers in Southern California who are 40 and under, or who have been practicing for 10 years or less.

      LinkedIn: Congratulations to Jessica Uzcategui, Lisa Wick and Katherine McKeon for their inclusion on the 2015 Southern California Super Lawyers Rising Stars list!


  • Margaret Lodise Appointed Chair of ACTEC's Fiduciary Litigation Committee

    Partner Margaret G. Lodise was appointed as Chair of the American College of Trust and Estate Counsel's (ACTEC) Fiduciary Litigation Committee. As Chair of the Fiduciary Litigation Committee, Ms. Lodise will continue the committee's long-standing tradition of providing quality discussion of relevant legal issues and educational programs on all aspects of fiduciary litigation to the committee and to ACTEC at large to enhance members' ability to provide quality services to clients.

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    • ACTEC is a nonprofit association of lawyers consisting of members elected by demonstrating the highest level of integrity, commitment, competence and experience as trust and estate counselors.


  • Matthew McMurtrey to Present at San Gabriel Valley Fiduciary Round Table on Bonds and Insurance

    Managing Partner Matthew McMurtrey will join Will Mingram of Bond Services in a program titled, "Fiduciary Bonds and the Litigation that Results" at the San Gabriel Valley Fiduciary Round Table on June 10, 2015. Mr. McMurtrey will discuss several cases involving the pursuit of fiduciary bonds and Mr. Mingram will discuss cases about bond litigation to provide an explanation of how the fiduciary bond differs from other kinds of liability insurance.

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    • The San Gabriel Valley Fiduciary Round Table provides a platform for sharing information and networking among fiduciaries and their supporters.


  • Robert Sacks and Terrence Franklin to Present on Hot Topics In Estate, Trust and Conservatorship Litigation at University of Wisconsin's Estate Planning Summer Program

    Partners Terrence M. Franklin and Robert N. Sacks will be presenting a program in June 2015 covering various current issues in estate, trust and conservatorship litigation. This program will be presented at the University of Wisconsin's annual Estate Planning In Depth program, and will address will and trust contests, pre-death contests, intentional interference with expected inheritance, and other issues. This annual conference is a very well-known program for estate planners and others in the trust and estate community.


  • Sacks Glazier Franklin & Lodise LLP Lawyers Prevail During Trial

    In March 2015, Robert N. Sacks and Katherine G. McKeon represented numerous heirs of a substantial probate estate in a trial seeking the removal of the Administrator of that estate. After the first day of trial concluded, including substantial cross-examination of the Administrator, the Court set the trial to resume in April. One week before the next trial date, the Administrator resigned and a neutral successor Administrator nominated by the heirs was appointed in her place. Related litigation against the former Administrator seeking a surcharge and other damages is continuing.


  • Sacks, Glazier, Franklin & Lodise LLP Prevails from Trial through Appeal and Beyond

    In mid-2012, lawyers Robert Sacks and Lisa Wick represented a Trustee in a multi-day trial on numerous claims brought by the Trustee's sisters. Those sisters, along with the Trustee, were beneficiaries of their parents' Trust. The sisters stated numerous claims which included challenging Trust amendments executed by their father but not their mother, as well as numerous property deeds executed only by their father, all of which favored the Trustee as a beneficiary. Although the Trust stated that any amendments had to be signed by both parents, the Trustee's position prevailed on all grounds at trial. The sisters appealed, and lawyers Robert Sacks, Matthew McMurtrey and Katherine McKeon handled the appeal. In October 2014, the Court of Appeal affirmed the trial court decision on all grounds. The sisters filed a Petition to Review with the Supreme Court of California, and in February 2015, that Court denied the Petition. The result was that the Trustee was not removed, was not liable for any damages, and as a beneficiary, retained extremely valuable real properties.


  • Sacks, Glazier, Franklin & Lodise LLP Partners Selected for Inclusion on the 2015 Southern California Super Lawyers List

    Partners Robert Sacks, Kenneth Glazier, Terrence Franklin, Margaret Lodise, and Matthew McMurtrey were selected for inclusion on the 2015 Southern California Super Lawyers list for their work in estate and trust litigation. Ms. Lodise was selected for inclusion on the "Top 50 Women" list. This also marks Mr. McMurtrey's first year being named as a Super Lawyer.

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    • Super Lawyers is a rating service of outstanding lawyers from a wide range of practice areas who have attained a high-degree of peer recognition and professional achievement. The selection process is multi-phased and includes independent research, peer nominations and peer evaluations.


  • Lisa Wick Appointed to Of Counsel

    Sacks, Glazier, Franklin & Lodise is pleased to announce the appointment of G. Lisa Wickto Of Counsel. Ms. Wick's practice focuses on trust, estate and conservatorship litigation. She is recognized on the list of Southern California Super Lawyers "Rising Stars".

    read more
    • Ms. Wick is the former Regional Editor for the American Bar Association's Litigation Section's Trust and Estates Committee, a member of the Los Angeles County Bar Association Trusts and Estates Section, Black Women Lawyers Bar Association and Beverly Hills Bar Association, and has volunteered at the Bet Tzedek Self Help Conservatorship Clinic.

      Ms. Wick earned her Juris Doctorate from Yale Law School, and obtained her Bachelor's Degree with honors from the University of California Berkeley.


  • Sacks, Glazier, Franklin & Lodise Ranked on the 2015 "Best Law Firms" List by U.S. News - Best Lawyers®

    U.S. News - Best Lawyers® ranked Sacks, Glazier, Franklin & Lodise on the 2015 "Best Law Firms" list in the National Tier 3 Ranking for their work in Trusts & Estates Law. Additionally, the firm is on the Metropolitan Tier 1 Ranking in Los Angeles for their work in Trusts and Estates Litigation and Trusts and Estates Law.

    read more...
    • The U.S. News - Best Lawyers® "Best Law Firms" rankings are based on a rigorous evaluation process that includes the collection of client and lawyer evaluations, peer review from leading attorneys in their field and review of additional information provided by law firms as part of the formal submission process.


  • Robert Sacks, Kenneth Glazier, Terrence Franklin, Margaret Lodise and Jessica Uzcategui Listed in The Best Lawyers in America© 2015

    Partners Robert Sacks, Kenneth Glazier, Terrence Franklin, Margaret Lodise and Jessica Uzcategui were selected for inclusion in The Best Lawyers in America© 2015 for their work in Trusts and Estates Litigation. This marks the fifth consecutive year Mr. Sacks, Mr. Glazier, Mr. Franklin and Ms. Lodise are recognized and the second consecutive year for Ms. Uzcategui.

    read more...
    • Since it was first published in 1983, Best Lawyers® has become universally regarded as the definitive guide to legal excellence. Best Lawyers® is based on an exhaustive peer-review survey. Over 52,000 leading attorneys cast more than 5.5 million votes on the legal abilities of other lawyers in their practice areas.


  • Terry Franklin to Speak at 40th Annual USC Trust and Estate Conference

    USC Gould School of Law's estate planning conference invites Terry Franklin to speak on the issue of diversity and elimination of bias at the 40th Anniversary Trust and Estate Conference. The conference will take place on November 21, 2014 at the Millennium Biltmore Hotel in Downtown Los Angeles. He will share the podium with Paulette Brown, who is slated to become the first woman of color to lead the 400,000 members of the American Bar Association

    read more...
    • With more than 400 registrants, the conference is specially crafted for attorneys, trust officers, accountants, financial institution executives, underwriters, insurance advisors, wealth management professionals, paralegals, fiduciary officers, and other professionals in the trust and estate planning field. The conference has allowed professionals to learn from both the speakers and their professional colleagues in attendance about community property issues from a litigation perspective, quick tips on selecting guardians, nuts and bolts of fiduciary income tax, selecting and advising fiduciaries, and a practical estate planning workshop.


  • Terry Franklin Re-Appointed to Nominating Committee for American College of Trust and Estate Counsel

    Partner Terry Franklin was re-appointed to the Nominating Committee (2015-2016) for the American College of Trust and Estate Counsel (ACTEC), a non-profit association of top trust and estate lawyers. ACTEC prides itself on its 2,600 members who demonstrate the highest level of professionalism, integrity and experience. Members have made positive contributions to the advancement of the trust and estate practice through writing, teaching, excellent service to their clients and bar leadership activities.

    read more...
    • As a member of the Nominating Committee, Mr. Franklin, who is also serving his first term as a member of the Board of Regents (the governing body of the college), will help to select the future Officers and Regents of the college.

      Mr. Franklin continues his work with the Diversity Task Force to increase college membership among attorneys with a diverse background. Mr. Franklin also works to strategize on ways to make the trusts and estates practice area more appealing to young lawyers by identifying future leaders for the college. In addition, he is frequently called upon as a speaker to national, state and local estate planning, trust, and probate groups, such as ACTEC, ABA Real Property Trust and Estate Law Section, and USC Probate and Trust Conference where he is also a long-standing Planning Committee member.


  • Terry Franklin Elected to Board of Regents of The American College of Trust and Estate Counsel

    Partner Terry Franklin has been elected to the Board of Regents of The American College of Trust and Estate Counsel(ACTEC). The Board of Regents serves as the governing body of ACTEC and is comprised of 33 elected Regents, plus the Officers of the College. The College consists of approximately 2,600 Fellows from across the country, as well as international Fellows.

    read more...
    • ACTEC is a non-profit association of trust and estate lawyers who demonstrate the highest level of professionalism, integrity and experience. Members have made contributions to the advancement of the trust and estate practice through writing, teaching and bar leadership activities. Fellows are elected into the College by the Regents.


  • Robert Sacks Named on 2014 List of Best Lawyers Los Angeles Litigation - Trust & Estate "Lawyer of the Year"

    Best Lawyers ®, a well-regarded peer review guide to the legal profession, has named Partner Robert Sacks as the 2014 Los Angeles Litigation Trust & Estate Lawyer of the Year for his work in trust, estate and conservatorship litigation, and mediation.

    read more...
    • With more than 27 years experience, Bob regularly handles cases across the spectrum of trust, estate, and conservatorship litigation, including defending and challenging estate plans, handling cases involving claims of breadth of breach of fiduciary duty, and contested conservatorship matters. Bob represents both beneficiaries and fiduciaries. He is active in the legal community and is a fellow of the American College of Trust and Estate Counsel, and is a member of the governing Council for the American Bar Associations Real Property Trust and Estate Law Section, as well as Vice Chair of the Corporate Sponsorship Committee.

      Each year, Best Lawyers designates one lawyer in each practice as Lawyer of the Year. Lawyers in the running for the award are selected by and voted on by fellow leading lawyers in their communities and respective practice areas. Receiving this award reflects the level of respect fellow attorneys have for their colleagues earned by their abilities, professionalism, and integrity.


  • Partner Robert Sacks Appointed to the ABA Section of Real Property, Trust & Estate Laws Council and Liaison to National College of Probate Judges

    Partner Robert Sacks has been appointed to the governing Council of the American Bar Association Real Property, Trust & Estate Law (RPTE) Section. Mr. Sacks also serves as the Liaison to the National College of Probate Judges (NCPJ). NCPJ is the only national organization dedicated to improving probate law and probate courts.

    read more...
    • The ABA RPTE Section includes nearly 25,000 U.S. and international lawyers, paralegals, real estate and financial professionals, providing members with updates on legislation issues, trends and best practice tips to grant them the tools needed to better serve their clients. It also focuses on all aspects of estate planning, insurance and employee benefits.


  • SACKS, GLAZIER, FRANKLIN & LODISE NAMES MATT MCMURTREY TO MANAGING PARTNER

    Sacks, Glazier, Franklin & Lodise LLP has appointed Matthew W. McMurtrey as the firm's new managing partner. Mr. McMurtrey takes over from co-founder Kenneth M. Glazier who is relinquishing his responsibilities after serving in the role for 13 years.

    read more...
    • Mr. McMurtrey joined the firm in 2001 and became a partner in January 2012. He specializes in probate litigation with an emphasis on trusts and estates. He has successfully tried matters before the Probate Department of the Superior Court and has appeared as appellate counsel throughout California. He has also handled several matters before the California Court of Appeal, resulting in multiple published appellate decisions.

      Read full press release.


  • Sacks, Glazier, Franklin & Lodise Partners Selected for Inclusion on 2014 Southern California Super Lawyers List

    Partners Robert Sacks, Kenneth Glazier, Terrence Franklin and Margaret Lodise were selected for inclusion on the 2014 Southern California Super Lawyers list for their work in trust, estate and conservatorship litigation and mediation.

    read more...
    • This marks the tenth consecutive year that Mr. Sacks, Mr. Franklin and Ms. Lodise have been included on the list and the ninth year Mr. Glazier has been included. Additionally, Ms. Lodise is named on the "Top 50 Women" Southern California Super Lawyers 2014 list.

      Super Lawyers is a rating service of outstanding lawyers from a wide range of practice areas who have attained a high-degree of peer recognition and professional achievement. The selection process is multi-phased and includes independent research, peer nominations and peer evaluations.


  • Terrence Franklin Appointed to Nominating Committee for ACTEC

    Partner Terrence Franklin was recently appointed to the 2014-2015 Nominating Committee for the American College of Trust and Estate Counsel (ACTEC), a non-profit organization established in 1949 comprised of lawyers who demonstrate commitment to the profession, have a high level of integrity and have an extensive breadth of experience. The 2,600-member organization prides itself on enhancing the members' ability to provide excellent service to their clients, improve standards of professional responsibility and cooperate with similar organizations.

    read more...
    • As part of the Nominating Committee, Mr. Franklin will be responsible for identifying future leaders for the college. He currently serves on the Diversity Task Force where he is committed to increasing membership among attorneys with a diverse background and strategizes on ways to make the trusts and estates practice area more appealing to young lawyers. In addition, he serves on the California Membership Committee, the Fiduciary Litigation Committee and the Board of Directors for the ACTEC Foundation.


  • Sacks, Glazier, Franklin & Lodise Named on 2014 "Best Law Firms" List by U.S. News – Best Lawyers®

    Sacks, Glazier, Franklin & Lodise has been selected for inclusion in the Metropolitan Tier 1 Rankings of the 2014 edition of "Best Law Firms" published by U.S. News – Best Lawyers®. The firm scored in the highest percentile of law firms in the Los Angeles Metropolitan area for their litigation work in trusts and estates law.

    read more...
    • "Best Law Firms" rankings are based on a rigorous evaluation process that includes the collection of client and lawyer evaluations, peer review from leading attorneys in their field, and review of additional information provided by law firms.


  • Five Attorneys Named to The Best Lawyers in America® 2014 List

    Sacks, Glazier, Franklin & Lodise Attorneys Robert Sacks, Kenneth Glazier, Margaret Lodise, Terrence Franklin and Jessica Uzcategui were selected by their peers for inclusion in the 2014 edition of The Best Lawyers in America.

    read more...
    • The attorneys are recognized for their work in Trust and Estate Litigation. Ms. Uzcategui was included for the first time, while the others were included for the fourth consecutive year.

      In addition, Mr. Sacks was named Best Lawyers' 2014 Los Angeles Litigation - Trust & Estate "Lawyer of the Year".

      Best Lawyers is based on an exhaustive peer-review survey in which more than 36,000 leading attorneys cast almost 4.4 million votes on the legal abilities of other lawyers in their practice areas, and because lawyers are not required or allowed to pay a fee to be listed, inclusion in Best Lawyers is considered a singular honor. Corporate Counsel magazine has called Best Lawyers "the most respected referral list of attorneys in practice."


  • Sacks, Glazier, Franklin & Lodise Selected to California's Top Ranked Law Firms

    Sacks, Glazier, Franklin & Lodise LLP has been recognized as one of California's Top Ranked Law Firms by Martindale-Hubbell. California's Top Ranked Law Firms features an elite group of law firms in which one out of every three attorneys has achieved Martindale-Hubbell's® AV Preeminent® rating. Only 222 firms in California have attained this ranking.


View Announcements Archive

  • Robert Sacks Presented on Contested Conservatorship and Guardianship Issues at Heckerling Institute on Estate Planning

    Sacks, Glazier, Franklin & Lodise Partner Robert N. Sacks was the program chair and a panelist for a program titled, "Grandma, Here’s Your Deposition Subpoena: Contested Guardianship Issues" at the 49th Annual Heckerling Institute on Estate Planning in Orlando, Florida on January 15, 2015. The program addressed a range of conservatorship and guardianship issues including typical conflicts, multijurisdictional disputes, and contested substituted judgment proceedings.

    read more...
    • The Heckerling Institute on Estate Planning is a prominent, very well-attended educational program designed for professional estate planners and others in the trust and estate community across the nation. It is presented by the University of Miami School of Law.


  • Jessica Uzcategui to Present on Identifying and Managing Dismissive and Bullying Opposing Counsel

    Sacks, Glazier, Franklin & Lodise partner Jessica Uzcategui will present at the Women Lawyers Association of Los Angeles (WLALA) program, titled "Identifying and Managing Dismissive and Bullying Opposing Counsel" on November 14 from 12:00 p.m. to 1:30 p.m. at Pillsbury Winthrop Shaw Pittman LLP. Ms. Uzcategui, along with two other speakers, will provide tools to manage the most difficult high conflict personalities in opposing counsel. The program will also identify the gender-based issues involved in these relationships as well as the ethical issues that may arise.

    read more...
    • WLALA is a California State Bar approved MCLE provider and is approved for both general CLE credit and bias CLE credit.


  • Jessica Uzcategui to Present on Evolving Issues in Trust & Estate Litigation at 34 th Annual Southern California Tax and Estate Planning Forum

    Sacks, Glazier, Franklin & Lodise partner Jessica Uzcategui will present "Evolving Issues in Trust and Estate Litigation: Practice Tips from the Front Line" at the 34 th Annual Southern California Tax and Estate Planning Forum on October 16-18 at the Manchester Grand Hyatt Hotel in San Diego. Ms. Uzcategui and Gabrielle A. Vidal, partner at Loeb & Loeb, will discuss the current law on undue influence and Certificates of Independent Review, admission of electronic "wills" to probate, and protecting assets during divorce.

    read more...
    • The Southern California Tax & Estate Planning Forum is an approved MCLE provider by the State Bar of California, the California Board of Legal Specialization in the areas of Estate Planning, Trust and Probate Law, and Taxation Law, and other State Bars and MCLE agencies.


  • Jessica Uzcategui to Present on Dealing with High Conflict Opposing Counsel

    Sacks, Glazier, Franklin & Lodise partner Jessica Uzcategui will present several programs on identifying and managing high-conflict personalities in opposing counsel to ProVisors, a community of seasoned professionals who serve as trusted advisors to their clients. Ms. Uzcategui will address how to identify high conflict personalities in opposing counsel, effective tools to help attorneys manage those relationships, and ethical issues that may arise as a result.


  • Los Angeles County Bar Association Welcomes Margaret Lodise to Speak at 2014 Trusts and Estates Symposium

    The Los Angeles County Bar Association (LACBA) invites partner Margaret Lodise to speak at the 2014 Trusts and Estates Symposium. The symposium will be held on September 19 at the Millennium Biltmore Hotel in Downtown Los Angeles. This year's symposium focuses on beneficiaries/trustee conflicts and potential techniques to limit that conflict.

    read more...
    • Ms. Lodise will participate in the Beneficiaries and Trustees Behaving Badly panel, which will examine conflicts that arise between beneficiaries and trustees regarding administration of trusts. The main focus will be directed on areas in which conflict often arises, such as asset risk tolerance, asset selection, asset concentrations, discretionary distributions, notice to remainder beneficiaries, the party's view of their role and regulatory compliance requirements. Ms. Lodise will share examples of conflicts that have arisen and methods she has used that can resolve the conflicts and/or minimize litigation.


  • Jessica Uzcategui Presents "Don't Learn the Hard Way! Practice Tips from the Front Lines" to Beverly Hills Bar Association, Trust & Estates Section

    Sacks, Glazier, Franklin & Lodise partner Jessica Uzcategui presented the CLE program titled "Don't Learn the Hard Way! Practice Tips from the Front Lines", to the Beverly Hills Bar Association, Trust & Estates Section on Tuesday, February 18, 2014. Ms. Uzcategui, along with Gabrielle A. Vidal, partner at Loeb & Loeb, discussed recent developments in disqualification and confidentiality rules for joint clients, undue influence and Certificates of Independent Review, admission of electronic "wills" to probate, and protecting assets during marital dissolution.


  • Terrence Franklin To Serve as Program Coordinator and Moderator at ACTEC Annual Meeting Symposium

    Sacks, Glazier, Franklin & Lodise Partner Terrence Franklin will serve as the Program Coordinator and Moderator for the American College of Trust and Estate Counsel (ACTEC) Annual Meeting Symposium, "Diversity: Serving 21 st Century Clients With More Than Just Good Wills and Great Trusts" on March 7, 2014. Mr. Franklin's panel will discuss changing client bases, demographic trends, and explore how the Rules of Professional Conduct may require attorneys to address the needs and wants of diverse clients. Panelists will include Paulette Brown, who is on track to become the first woman of color to be president of the American Bar Association, and ACTEC fellows: David English, Paula Kohut and Patricia Char.

    read more...
    • ACTEC is a non-profit organization of lawyers established in 1949. Its members are elected by a selected criterion including experience, demonstration of commitment to the profession and a high level of integrity. ACTEC prides itself on enhancing the members' ability to provide excellent service to their clients, improve standards of professional responsibility and cooperate with similar organizations.


  • Jessica Uzcategui to Present "Ethics in Estate and Trust Disputes" at The University of Miami Heckerling Institute

    Sacks, Glazier, Franklin & Lodise Partner Jessica Uzcategui will present a panel discussion, "Ethics in Estate and Trust Disputes (a/k/a Tales from the Crypt)," at the 48 th Annual Heckerling Institute on Estate Planning on January 16, 2014. The panel will discuss critical ethics issues such as conflicts of interest, confidentiality and privilege, and duties in the drafting process. This session will benefit those who create estate plans, deal with disputes and litigation about those plans, and who do not want to be the target of litigation.


  • Margaret Lodise and Jessica Uzcategui to Present Protection Tips for Estate and Trusts Attorneys to CEB

    Sacks, Glazier, Franklin & Lodise Partners Margaret Lodise and Jessica Uzcategui will present, "Ethics & Malpractice Issues: Protection Tips for Estate and Trusts Attorneys" to Continuing Education of the Bar (CEB) on Thursday, December 19 from 9 am to 12:15 pm at the UCLA Faculty Center.

    read more...
    • The program will provide practical advice on how to minimize the likelihood of client complaints, including tips on how to avoid problems in counseling clients, in drafting and executing documents, and in administering trusts and estates. The presenters will discuss safeguards law offices can implement to avoid missteps at each stage of representation to avoid costly errors to both the attorney and client.
      The program provides 3 hours of MCLE Ethics credits.


  • Jessica A. Uzcategui Will Present "Who Decides? Ethical Challenges in End-of-Life Decision Making"

    Sacks, Glazier, Franklin & Lodise LLP Partner Jessica A. Uzcategui will participate in the presentation, "Who Decides? Ethical Challenges in End-of-Life Decision Making," at the Beverly Hills Bar Association's Trusts & Estates Section on Tuesday, July 16. Ms. Uzcategui will consider the ethical guidelines for attorneys representing clients with diminished capacity, the potential liability of court-appointed attorneys, and the moral questions that accompany end-of-life decision making.


  • Terrence Franklin to Present on Estate Litigation to Paralegal Trainees

    Sacks Glazier Franklin & Lodise LLP Partner Terrence Franklin will present, "Estate Litigation Part I (Pure Litigation Matters)," at the American Bar Association's (ABA) Paralegal eLearning Program on July 10. In the presentation, Mr. Franklin will provide an overview of contested proceedings, including common concepts among proceedings and special considerations.

    Mr. Franklin is a Council Member of the ABA Real Property, Trust and Estate Section, and the Supervisory Council Member for the Litigation, Ethics and Malpractice Group of the Section.


  • Terrence Franklin Participates on Two Panels Discussing Planning Trusts and Estates

    Partner Terrence Franklin recently participated on two panels, "Planning for Flexibility" and "Trustee Exercise of Discretion," at The American College of Trust and Estate Counsel (ACTEC) CLE Stand-Alone Program: The Anatomy and Life Cycle of a Trust. Mr. Franklin discussed litigation aspects of various planning issues, including the balance of discretion and control, anticipating tax law changes, powers of appointment and advice on drafting trustee guidelines. Additionally, Mr. Franklin addressed litigation aspects of trust administration and ethical issues, including the ascertainable standard, trust construction and settler intent, and the duty of impartiality.

    read more...
    • ACTEC promotes scholarship and education in trust, estate, tax and related areas of the law, and executes programs and activities which serve the general community.


  • Terrence Franklin Speaks on LGBT Trust Beneficiaries

    Sacks Glazier Franklin & Lodise LLP Partner Terrence Franklin served on the panel, "Is Your Spouse a Trust Beneficiary? State Law Holds the Key for Same Sex Spouses," at the American Bar Association's 24th Annual Spring CLE Symposium held in Washington, D.C. on May 2 - 3. Mr. Franklin discussed the various laws governing same-sex relationships and the repercussions those laws have on trust documents for potential LGBT beneficiaries.

    read more...
    • In addition to participating as a speaker, Mr. Franklin helped assemble the program, "Thy Will be Done (by Will or by Deed): Discrimination in Real Property, Trust and Estate Law."


  • National College of Probate Judges 2012 Fall Conference
    Nov. 14-17, 2012

    Sacks Glazier Franklin & Lodise partners Robert N. Sacks and Jessica A. Uzcategui presented, "Hot Topics in Trust and Estate Litigation: Capacity, Pre-Death Contests, and Intentional Interference With Expected Inheritance," at the National College of Probate Judges 2012 Fall Conference on November 14-17 in Napa, CA. Mr. Sacks and Ms. Uzcategui discussed various issues involved in challenging estate plans and related topics. The National College of Probate Judges is dedicated to improving probate law and probate courts by promoting efficient, fair and just judicial administration.


  • 38 th Annual Trust and Estate Conference
    USC Gould School of Law
    November 9, 2012

    Sacks Glazier Franklin & Lodise partner Jessica Uzcategui and Gabrielle A. Vidal, partner with Loeb & Loeb LLP, presented, "How to Use It and Not Abuse It: Discovery Best Practices," at the 38 th Annual Trust and Estate Conference on November 9, 2012 at USC. Ms. Uzcategui and Ms. Vidal discussed the scope of third-party subpoenas, the attorney-client privilege and attorney work product protection doctrines, and practical tips for expert discovery. Presented by the USC Gould School of Law, the day-long conference provided educational sessions critical to trust, estate planning and probate professionals.


  • 57 th Annual Estate Planning Seminar
    Washington State Bar Association & Estate Planning Council of Seattle
    November 2, 2012

    Sacks Glazier Franklin & Lodise partner Jessica Uzcategui and Wendy S. Goffe, Of Counsel with Stoel Rives LLP, presented, "Marital Agreements and Related Family Law Issues in Estate Planning and Litigation," at the 57 th Annual Estate Planning Seminar on November 2, 2012 in Seattle, WA. Ms. Uzcategui and Ms. Goffe discussed marital agreements and the effect of conflicts between those agreements and a couple's estate plan. The seminar, hosted by the Washington State Bar Association and co-sponsored by the Estate Planning Council of Seattle, featured prominent trust and estate attorneys discussing trends and forecasts in the estate planning industry.


  • Continuing Education of the Bar/Continuing Legal Education Program
    UCLA Extension
    June 8, 2012

    Attorney G. Lisa Wick spoke at the UCLA Extension CEB/CLE program "Estate Accounting: Discharging Fiduciary Responsibility." The program, which provided Specialty Credits for Estate Planners, examined the intricacies of probate accountings, including how to prepare probate accountings and how to avoid common pitfalls in preparing accountings in the discharge of fiduciary duties to clients and beneficiaries.


  • 2012 Western Regional Planned Giving Conference
    Partnership for Philanthropic Planning of Greater Los Angeles (PPPLA)
    May 30-June 1, 2012

    Partners Robert N. Sacks and Jessica A. Uzcategui spoke at the 2012 Western Regional Planned Giving Conference hosted by the Partnership for Philanthropic Planning of Greater Los Angeles at the Westin South Coast Plaza Hotel in Costa Mesa, California on June 1, 2012. Mr. Sacks and Ms. Uzcategui presented the program "Can You Protect the Gift? Capacity, Undue Influence and Substituted Judgment Issues in Planned Giving," which focused on how charities can protect donors' gifts from challenges asserting undue influence or a lack of mental capacity, or through filing substituted judgment petitions in conservatorship proceedings.


  • 37th Annual Trust and Estate Conference
    USC Gould School of Law
    November 18, 2011

    Partner Terrence M. Franklin spoke at the USC Gould School of Law's 37th Annual Trust and Estate Conference held on November 18, 2011 at the Wilshire Grand Hotel in downtown Los Angeles. Mr. Franklin presented "Rumors of their Death may be Exaggerated: Conservatorships and Pre-Death Litigation," which examined aspects of handling litigation of conservatorship disputes, including various claims and defenses that can be raised, the viability of claims for elder abuse in conservatorship proceedings, and using substituted judgment proceedings to resolve disputes.


  • American College Trust and Estate Counsel Meeting
    March 10-11, 2011

    Sacks Glazier Franklin & Lodise partner, Meg Lodise, participated on the panel, "Dealing With Overlapping Roles of Individual Fiduciary, Business Manager and Beneficiary," at the America College of Trust & Estate Counsel (ACTEC) meeting on March 10-11, 2011. The program discussed the numerous issues that arise when one or more individual family members is appointed as a fiduciary, and is also the manager or officer of the closely-held family business. The panel examined the potential conflicts and the remedies available for both the "power holder" and the "non-power holder," and discuss methods of dealing with these situations as well as proposing drafting solutions when such a situation is anticipated.


  • American Law Institute/American Bar Association (ALI-ABA)
    February 16, 2011

    Sacks Glazier Franklin & Lodise partner, Meg Lodise, participated in the teleseminar, "In Terrorem Clauses: Avoiding Will Contests and Disinheritance," hosted by the American Law Institute/American Bar Association (ALI-ABA) on February 16, 2011. The panel discussed no contest clauses in trusts and wills and the strategies for when to use and when not to use such clauses; analysis of no contest clauses under state law; and no contest clauses in litigation including strategic issues, settlement and discovery concerns and case studies.


  • 45th Annual Heckerling Institute on Estate Planning
    January 10-14, 2011

    Partner Terrence M. Franklin spoke at the 45th Annual Heckerling Institute on Estate Planning in Orlando, Florida. The panel discussion, "Seven Deadly Claims," educated trust and estate professionals on the seven most significant litigation claims currently evolving across the country, including: the elements of each; defenses; and techniques in the planning process to avoid them.


  • American College Trust and Estate College 2010 Fall Meeting
    Renaissance Baltimore Harborplace Hotel
    October 14-17, 2010
    Sacks Glazier Franklin & Lodise partner, Robert N. Sacks spoke at the ACTEC 2010 Fall Meeting on October 16th in Baltimore, Maryland.


  • WLALApalooza 2010 Annual Fundraising Festivity
    Kyoto Grand Hotel
    June 17, 2010

    Sacks, Glazier, Franklin & Lodise attorneys recently supported the Women Lawyers Association of Los Angeles event "WLALApalooza 2010 Annual Fundraising Festivity" held on June 17, 2010 at the Kyoto Grand Hotel. The evening included a silent auction, drawing and networking.

    read more...
    • Benny will be serving on the 2011 WLALA Board of Governors and will Chair the Website Committee.

      WLA LApalooza-attorneys


  • 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.

    read more...
  • 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.

    read more...
    • 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.

      Please click here for additional information, or contact us at info@trustlitigation.la


  • 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.


  • View Events Archive

    Please click here for additional information, or contact us at info@trustlitigation.la.