Announcements

How to Protect Your Charity – Meg Lodise Speaks at Hawaii Tax Institute 60th Annual Conference

Partner Meg Lodise is speaking on the panel “How to Protect Your Charity” at the Hawaii Tax Institute 60th Annual Conference on November 7, 2023.

Charities are sometimes perceived as extremely litigious when they are named as a beneficiary in a trust or will. What the public doesn’t hear is that sometimes charities do not receive the information or funds the grantor or decedent wanted them to receive because a family member intervened. This session will discuss what a charity must decide:

Does it have the resources to pursue an action?
What are the risks of tarnishing its reputation?
Will it deter future donors?
What information is a charity entitled to?
What information should a charity request?
When a charity does get an accounting, what should it be looking for?

The Hawaii Tax Institute will be offering “HTI ANYWHERE” in addition to the in-person conference. HTI ANYWHERE will be a live stream option for the in-person plenary sessions. Learn more and register here.

John Scheerer Appointed Member at Large of the Beverly Hills Estate Planning Council

Partner John Scheerer has been named Member at Large of the Beverly Hills Estate Planning Council (BHEPC) for the 2023-24 term.

BHEPC is the premiere network of estate planning advisors, including attorneys, CPAs, trust officers, wealth managers, insurance agents and valuation professionals. BHEPC is exclusive to professionals with a desire to advance the estate planning profession through continuing education and exchange.  Membership requires a minimum of five years of estate planning experience in the legal, accounting, tax, wealth management, insurance, trust, valuation or related fields and emphasis of practice must include estate planning or tax.

Learn more about BHEPC membership here.

Best Lawyers Names Five Sacks, Glazier, Franklin & Lodise Partners to 2024 List

Sacks, Glazier, Franklin & Lodise partners Terrence Franklin, Meg Lodise, Matt McMurtrey, Bob Sacks and John Scheerer have been selected to Best Lawyers® 2024 for their work in trusts and estates litigation.

The partners have been recognized on the list of Best Lawyers for the following:

Franklin: Fourteen consecutive years; Litigation – Trusts & Estates “Lawyer of the Year” in Los Angeles, 2016
Lodise: Fourteen consecutive years; Litigation – Trusts & Estates “Lawyer of the Year” in Los Angeles, 2012
McMurtrey: Nine consecutive years
Sacks: Fourteen consecutive years; Trusts & Estates “Lawyer of the Year” in Los Angeles, 2014 and 2018
Scheerer: First year

Best Lawyers is one of the oldest and most respected peer-review publication company in the legal profession. The lists of outstanding lawyers are compiled by conducting exhaustive peer review surveys in which tens of thousands of leading lawyers confidentially evaluate their professional peers. Lawyers are not permitted to pay any fee to participate in or be recognized by Best Lawyers.

**Meg Lodise Named to Los Angeles Business Journal’s Leaders of Influence: Litigators & Trial Attorneys 2023 List**

For the fourth consecutive year, Partner Meg Lodise has been recognized on Los Angeles Business Journal’s Leaders of Influence: Litigators & Trial Attorneys list for her work in trusts and estates litigation. Lodise was lauded for not only achieving important resolutions for clients, but also for the impact her work has in shaping the future of trusts and estates law.

In one example, Lodise was requested by Mark Klaver, Counsel for the Government of Canada’s Trade Law Bureau, to act as an expert and testify. She produced a comprehensive written report and, testified in a five-day arbitration on California trust law in connection with a NAFTA Chapter 11 dispute where the parties’ standing to make a multimillion-dollar claim centered on whether an oral trust was validly formed under California law.

View the Leaders of Influence list in the July 24^th issue.

Sacks, Glazier, Franklin & Lodise Maintains Tier 1 Ranking by Chambers and Partners for High-Net-Worth Private Wealth Disputes – Four Partners Individually Recognized

For the fifth consecutive year, Sacks, Glazier, Franklin & Lodise has been named a leading law firm for High-Net-Worth Private Wealth Disputes by Chambers and Partners. The firm received a Band 1 designation in California, the highest ranking by the legal guide. Chambers recognizes firms based on technical legal ability, professional conduct, client service, diligence, commitment and other qualities most valued by clients.  

Partners Terrence Franklin, Meg Lodise, Matt McMurtrey and Bob Sacks were recognized as Notable Practitioners in the Private Wealth Disputes category for their work in trusts and estates litigation. This marks Franklin, Lodise and Sacks’ fifth consecutive year being ranked, and McMurtrey’s first year.

In its editorial based on interviews with clients and attorney colleagues, Chambers reported:

Franklin: “Terry is an incredibly thoughtful lawyer.”

Lodise: “Margaret is a superstar. She provided outstanding legal services. She is really good at picking up issues quickly and finding solutions to guide the client along.”

McMurtrey: “Matthew has always been excellent in his communication and provision of legal advice and evaluation.”

Sacks: “Robert is so knowledgeable. He is someone who presents exceptionally well in front of the court and is a terrific advocate for his clients.”

View the firm’s Chambers and Partners profile here.

Blind Success: Hiring Visually Impaired and Disabled Lawyers – Terrence Franklin Hosts ACTEC Diversity, Equity & Inclusivity Video

As host of the American College of Trust and Estate Counsel’s “Planning for a Diverse and Equitable Future” video series, Partner Terrence Franklin interviewed Fellow Dick Nenno about his experience as a blind lawyer: lessons learned, technology and professional support to get the job done, and recommendations for law firms hiring individuals with disabilities.

Watch the interview here.

**Terrence Franklin and Meg Lodise Named Los Angeles Times Business of Law: Legal Visionaries**

Recognized for their noteworthy success on behalf of clients and exemplary leadership in the community, Partners Terrence Franklin and Meg Lodise were honored as “Legal Visionaries” in Los Angeles Times’ Business of Law feature.

Franklin was acknowledged for handling some of the most significant and complex trusts and estates disputes over his career as well as for his widespread efforts to educate others on the importance of diversity, equity and inclusion.

Lodise was noted for her high-profile representations and impressive reputation in trusts and estates law, including being asked by counsel for the Government of Canada’s Trade Law Bureau to serve as an expert and testify in a five-day arbitration on California trust law in connection with a NAFTA Chapter II dispute.

View the Los Angeles Times Business of Law: Legal Visionaries feature here.

Partner John Scheerer and Tonie Pimienta Lefebvre Selected to Super Lawyers Rising Stars 2023

Partner John Scheerer and Associate Tonie Pimienta Lefebvre have been named to the Southern California Super Lawyers Rising Stars 2023 list for their work in Estate & Trust Litigation. This is Scheerer’s first year being selected and Pimienta Lefebvre’s third year.

Super Lawyers selects attorneys on an annual, state-by-state basis using peer nominations and evaluations combined with independent research. Each candidate is evaluated on 12 indicators of peer recognition and professional achievement. Rising Stars must be either 40 years old or younger or in practice for 10 years or less, and no more than 2.5 percent of attorneys are named to the Rising Stars list.

View the full Super Lawyers Rising Stars 2023 list here.

Los Angeles Business Journal Names Meg Lodise to Top 100 Lawyers List for 2023

Partner Meg Lodise has been recognized on Los Angeles Business Journal’s Top 100 list for her achievements handling some of the most complex and high-dollar trusts and estates disputes, and leadership in the L.A. community and beyond.

Lodise was noted for acting as an expert witness on behalf of the Government of Canada’s Trade Law Bureau, producing a comprehensive written report and testifying in a five-day arbitration on California trust law in connection with a NAFTA Chapter 11 dispute. Los Angeles Business Journal also featured her appointment by the Probate Court as Guardian Ad Litem for the minor children of entertainer Michael Jackson.

Los Angeles Business Journal Recognizes Meg Lodise on Women of Influence: Attorneys 2023 List

For the second consecutive year, Partner Meg Lodise was named to Los Angeles Business Journal’s Women of Influence: Attorneys list which honors the most influential women legal professionals for exceptional legal skill and achievement across the full spectrum of responsibility, exemplary leadership as evidenced by the highest professional and ethical standards, and for contributions to the L.A. community at large.

Among her high-profile work and underscoring her respect in the trusts and estates community, in November 2021, Lodise was requested by Mark Klaver, counsel for the Government of Canada’s Trade Law Bureau, to act as an expert and testify. She produced a comprehensive written report and, testified in a five-day arbitration on California trust law in connection with a NAFTA Chapter 11 dispute where the parties’ standing to make a multimillion-dollar claim centered on whether an oral trust was validly formed under California law. The opposing expert was a retired California appellate court justice.

View the full feature here.

Terrence Franklin Serves as Keynote Speaker at Bet Tzedek 7^th Annual World Elder Abuse Awareness Day Symposium

Partner Terrence Franklin is presenting the keynote address “Bending the Arc of History Towards Justice” at the Bet Tzedek 7^th Annual World Elder Abuse Awareness Day Symposium. His talk will examine the importance of advance planning as a tool to increase equity, preserve intergenerational wealth and prevent elder abuse. The Symposium is being held at the California Endowment Center on June 1, 2023.

Terrence Franklin Featured Guest on Northwestern Intersections Podcast – “Bending the Arc of History Toward Justice”

On the Northwestern Intersections podcast, Partner Terrence Franklin (’84 alumnus) shares how finding the will of his fourth great-grandfather, John Sutton, revealed the emancipation story of his fourth great-grandmother, Lucy Sutton, and their children, which included a legal battle over John’s intentions in freeing his family. Franklin describes the deeply personal journey of discovering his family’s history and how he is using creative pursuits to amplify his ancestors’ story, demonstrating that we all have a role to play in shaping the arc of history.

This episode also includes a preview of Franklin’s most recent endeavor, The Lucy Sutton Suite: A Truth-Telling in Four Parts, a musical collaboration with the Oakland Symphony Chorus that will be part of the Chorus’ Mass for Freedom Concert and Tour. This musical exploration is an invitation to be inspired by our ancestors to claim past legacies and create new ones.

Listen to the episode here.

**Ethical Considerations in the Representation of Fiduciaries and Beneficiaries – Meg Lodise Publishes Daily Journal Article**

The representation of fiduciary and beneficiary clients in the trusts and estates context requires an attorney to consider various rules contained in the California Rules of Professional Conduct. As a result, trust and estate practitioners, more so than perhaps any other attorneys, need to always be considering who is the client and what issues might arise that could require additional expertise or create a conflict for the attorney. In her article for Daily Journal, Partner Meg Lodise examines several Rules of Professional Conduct and what attorneys should be aware of when handling matters concerning estates and trusts.

Read the full article here. (Subscription may be required)

Sacks, Glazier, Franklin & Lodise Attorneys Selected as 2023 Southern California Super Lawyers

Meg Lodise Named to “Top 100” and “Top 50 Women” Lists

Partners Terrence Franklin, Meg Lodise, Matt McMurtrey, Bob Sacks and Of Counsel Ken Glazier have once again been selected for inclusion on the Southern California Super Lawyers 2023 list for their work in the area of Estate and Trust Litigation. Lodise has also been named to the “Top 50 Women” and “Top 100” lists.

Hiring, Examining and Being an Expert Witness – Meg Lodise Moderates Panel at ACTEC 2023 Annual Meeting

Partner Meg Lodise is moderating the panel, “Be Overqualified, Not Overconfident! Hiring, Examining and Being an Expert Witness,” at the American College of Trust and Estate Counsel (ACTEC) 2023 Annual Meeting.

Sacks, Glazier, Franklin & Lodise Elevates Attorney John Scheerer to Partner

Sacks, Glazier, Franklin & Lodise LLP, a Los Angeles-based trusts and estates litigation firm, has announced the promotion of John Scheerer to partner effective January 1, 2023.

Terrence Franklin Recognized on L.A. Times’ 2022 List of Diversity, Equity, Inclusion & Accessibility Visionaries

For the second consecutive year, Partner Terrence Franklin has been named to the list of Diversity, Equity, Inclusion & Accessibility Visionaries by L.A. Times. The annual feature highlights some of the most prominent and game-changing individuals in their respective organizations and business sectors.

Matt McMurtrey Elected to American College of Trust and Estate Counsel

Managing Partner Matt McMurtrey has been peer-elected to the American College of Trust and Estate Counsel (ACTEC) as a Fellow. ACTEC is a national organization of more than 2,400 lawyer and law professor members who are called “Fellows” and are the best and brightest in the trust and estate practice, with years of experience representing and advising in the field. To become a Fellow, one must be nominated by an active Fellow in good standing and elected by the Board of Regents.

Terrence Franklin Chairs USC Gould 48th Annual Trust and Estate Conference

Partner Terrence Franklin is serving as Chair for the USC Gould 48th Annual Trust and Estate Conference taking place November 9, 2022, at the Westin Bonaventure Hotel and Suites in downtown Los Angeles. The Conference is being held in person and virtually, and offers CE credit for attendees.

Terrence Franklin Presents “Bending the Arc of History Towards Justice” at Delaware Trust Conference 2022

Partner Terrence Franklin had been a trusts and estates litigator, handling disputes including will contests for a quarter century, when he discovered a will contest from the 1840s that challenged the will done by his white fourth great-grandfather that emancipated Franklin’s fourth great-grandmother and her children and grandchildren from slavery.

Benchmark Litigation Ranks Meg Lodise as a “Litigation Star” in 2023 Guide

Partner Meg Lodise has been recognized as a “Litigation Star” in the Benchmark Litigation 2023 Guide to leading lawyers. She was recognized in the category of Trusts and Estates both nationally and in California.

Sacks, Glazier, Franklin & Lodise Named to “Best Law Firms” 2023 List by U.S. News – Best Lawyers®

U.S. News – Best Lawyers® has once again recognized Sacks, Glazier, Franklin & Lodise on the “Best Law Firms” 2023 list in the category of  Trusts & Estates Litigation. The firm was awarded a Tier 1 ranking in Los Angeles, the highest designation given in the practice area.

Meg Lodise Serves as Contributing Drafter for ACTEC Amicus Brief Submitted to Supreme Court

Partner Meg Lodise served as a contributing drafter for an amicus brief in Alexandru Bittner v. United States, filed by the American College of Trust and Estate Counsel (ACTEC) on August 16, 2022 with the Supreme Court.

Bending the Arc of History Towards Justice – Terrence Franklin Presents Virtual Seminar to Greater Milwaukee Foundation

Partner Terrence Franklin is presenting the free continuing education virtual seminar “Bending the Arc of History Towards Justice” to the Greater Milwaukee Foundation’s Herbert J. Mueller Society, in partnership with the Greater Cedarburg Foundation, Oconomowoc Area Foundation and West Bend Community Foundation.

Sacks, Glazier, Franklin & Lodise Partners Named to The Best Lawyers in America 2023

Sacks, Glazier, Franklin &Lodise partners Terrence Franklin, Meg Lodise, Matt McMurtrey and Bob Sacks have once again been selected by their peers for inclusion in The Best Lawyers in America©2023 for their work in trusts and estates litigation.

Ethical Issues Arising in the Representation of Fiduciaries and Beneficiaries – Meg Lodise Speaks at ALI CLE Program

Meg Lodise is presenting “Ethical Issues Arising in the Representation of Fiduciaries and Beneficiaries” at the ALI CLE program “Representing Estate and Trust Beneficiaries and Fiduciaries 2022.” The webcast will be held on Friday, October 21 at 8:30 am PT.

Sacks Glazier Franklin & Lodise Welcomes Three New Associates

Sacks Glazier Franklin & Lodise LLP is pleased to announce the addition of three associate attorneys: Antonieta (Tonie) Pimienta Lefebvre, Joshua LeVasseur and Mary Lipscomb.
“We are thrilled to have this talented group of attorneys join us and welcome the new perspectives they will bring to our trust and estate litigation practice” said managing partner. “They all have a high caliber of legal skill and will be excellent advocates for our clients.”McMurtrey. “They all have a high caliber of legal skill and will be excellent advocates for our clients.”

Protecting Civil Liberties in America: Korematsu v. United States – Terrence Franklin Hosts ACTEC Diversity, Equity & Inclusivity Video

The 1944 Supreme Court case Korematsu v. United States retains significant relevance to present-day civil liberties and SCOTUS decisions. As host of the American College of Trust and Estate Counsel’s (ACTEC) video series Planning for a Diverse and Equitable Future, Partner Terrence Franklin leads a conversation with Dr. Karen Korematsu, daughter of plaintiff Fred Korematsu who refused to report to an internment camp during World War II, and ACTEC Fellow Hung V. Nguyen as they discuss the history of Japanese-American internment in the U.S., the case, and its relevance to social issues today.

Terrence Franklin & Meg Lodise Recognized by Los Angeles Business Journal as Leaders of Influence: Litigators & Trial Attorneys

Partners Terrence Franklin and Meg Lodise have once again been selected by Los Angeles Business Journal as Leaders of Influence: Litigators & Trial Attorneys for 2022. The list features superb litigation specialists in the L.A. region who have made a significant impact on the profession and in the community.

Sacks, Glazier, Franklin & Lodise Receives Top Ranking by Chambers and Partners for High-Net-Worth Private Wealth Disputes

Three partners recognized as Notable Practitioners, Sacks, Glazier, Franklin & Lodise has once again been named a leading law firm for High-Net-Worth Private Wealth Disputes by Chambers and Partners. The firm received a Band 1 designation in California, the highest ranking by the legal guide. Chambers recognizes firms based on technical legal ability, professional conduct, client service, diligence, commitment and other qualities most valued by clients.

Meg Lodise Presents “Multi-Generational Representation & Other Common Representation Trickiness” at ACTEC Western Regional Meeting

Partner Meg Lodise is presenting “Multi-Generational Representation & Other Common Representation Trickiness” at the American College of Trust and Estate Counsel (ACTEC) Western Regional Meeting being held in Alyeska, Alaska on July 23, 2022. Lodise will scare you awake with common representation pitfalls and recent ethics decisions concerning how and why you need to carefully consider who is your client when engaged in representing families, family businesses and other entities. She will also discuss recent ethics opinions relating to the trusts and estates practice, with reference to ACTEC’s own Commentaries on the Rules of Professional Conduct.

Landmark Civil Rights Cases Decided by the Supreme Court – Terrence Franklin Hosts ACTEC Diversity, Equity & Inclusivity Video

“Equal Justice Under Law” is inscribed on the front of the United States Supreme Court, but in practice, the law has bent over time to reflect the attitudes of society and justices. As host of the American College of Trust and Estate Counsel’s (ACTEC) video series Planning for a Diverse and Equitable Future, Partner Terrence Franklin leads a discussion with ACTEC Fellow Sandra J. Chan and Professor Christopher W. Schmidt about America’s long and continuing march to equality through the lens of critical Supreme Court cases, which in some instances were reversed in later judgments.

Planning for Probate Contests – Meg Lodise Presents for 4th Consecutive Year at ABA RPTE Skills Training for Estate Planners

Partner Meg Lodise is co-presenting “Planning for Probate Contests” as part of the Skills Training for Estate Planners program hosted by the American Bar Association Section of Real Property, Trust & Estate Law and Ancestry ProGenealogists. This segment of the Skills Training program will introduce attendees to the essential concepts of probate litigation, including will and trust disputes, contests, and fiduciary litigation. Those engaged in the estate planning process should be aware of the manner in which probate litigation arises so that they can plan to avoid such disputes (as much as possible). After reviewing those concepts, this segment will explore some of the planning approaches that can be pursued to avoid probate litigation.

Terrence Franklin Presents TEDx Talk on “Bending the Arc of History”

Partner Terrence Franklin is presenting “Bending the Arc of History” at the third annual TEDxDavenport on June 25, 2022, at the Adler Theatre in Davenport, IA. He will share how uncovering the story of his ancestors’ emancipation helped him learn that we all have a role to play in shaping history.

Chronic Illness and Long COVID in the Workplace – Terrence Franklin Hosts ACTEC Diversity, Equity & Inclusivity Video

The COVID pandemic has deeply affected the world and the workplace, and many people infected with the virus are experiencing long-term effects from their infection, known as Long COVID or Post COVID conditions (PCC). As host of the American College of Trust and Estate Counsel’s (ACTEC) video series Planning for a Diverse and Equitable Future, Partner Terrence Franklin leads a discussion with ACTEC Fellow Karen M. Stockmal and Erica Taylor, a staff attorney with the Atlanta Volunteers Lawyers Foundation, who is afflicted with Long COVID, to talk about her ongoing experience with this disease as well as her strategies to combat the cognitive impacts. Amy McAndrew, a labor and employment attorney with the MidAtlantic Employers’ Association, joins Karen and Erica to discuss the rights of employees and employers as they navigate Long COVID and other chronic illnesses.

Hosted By Terrence Franklin, ACTEC’s “Planning for a Diverse and Equitable Future” Series Receives Two Awards from Academy of Interactive & Visual Arts

The American College of Trust and Estate Counsel (ACTEC)’s “Planning for a Diverse and Equitable Future,” a monthly diversity, equity and inclusion video series hosted by Partner Terrence Franklin, won two Awards of Distinction by the Academy of Interactive & Visual Arts.

Terrence Franklin Recognized with Los Angeles Business Journal’s Inaugural Top 100 Lawyers and Champion of Mentorship Awards

In acknowledgement of his exceptional legal skill and achievements across the full spectrum of responsibility, exemplary leadership, and contributions to the Los Angeles community, Partner Terrence Franklin has been recognized among the 2022 Top 100 Lawyers by Los Angeles Business Journal. Publisher and CEO Josh Schimmels commented on the class of winners, saying: “Considering the Los Angeles region has long been known for its status as a hub for thought leaders and record-setting attorneys, being a standout in the field is particularly impressive.”

A Proposal to Repair Racial Wealth Disparity – Terrence Franklin Hosts ACTEC Diversity, Equity & Inclusivity Video

In August 2021, the American College of Trust and Estate Counsel (ACTEC)’s Planning for a Diverse and Equitable Future video series shared 40 Acres and a Mule: Reparations and the Estate Tax as an introduction to wealth disparity resulting from slavery and Jim Crow laws, the history of reparations, and the connection to wealth transfer and wealth taxation. In the latest video, A Proposal to Repair Racial Wealth Disparity, hosted by partner Terrence Franklin, the conversation continues with recommendations to address racial wealth disparity in the U.S.

Los Angeles Business Journal Names Meg Lodise to Women of Influence: Attorneys 2022 List

Partner Meg Lodise has been recognized on Los Angeles Business Journal’s Women of Influence: Attorneys list for successfully handling some of the most complex and high-dollar trusts and estates disputes as well as for the ways in which she’s helping to shape the future of trusts and estates law.

“Fair” Housing and Opportunity Hoarding – Terrence Franklin Hosts ACTEC Diversity, Equity & Inclusivity Video

In recognition of Fair Housing Month in April, the American College of Trust and Estate Counsel (ACTEC) shares an enlightening video discussion, “Fair” Housing and Opportunity Hoarding, with author and Georgetown University Professor Dr. Sheryll Cashin, hosted by Partner Terrence Franklin. In the video, Professor Cashin debunks the myths of fair housing policy in America and presents compelling information on the historical impact of systemic racism in housing and lending policies.

How to Discuss, Address and Promote DE&I in Your Trusts and Estates Practice and With Clients – Terrence Franklin Presents at 56th Annual Heckerling Institute on Estate Planning

Partner Terrence Franklin is participating on the panel “Ethics and Professionalism in Today’s Society: How to Discuss, Address and Promote Diversity, Equity and Inclusion in Your Trusts and Estates Practice and with Your Clients” at the 56^th Annual Heckerling Institute on Estate Planning. The program will address ethics and professionalism, with a focus on how to discuss, address and promote diversity, equity and inclusion in the trusts and estates practice and with clients. Franklin and the panelists will draw from personal experience and share their unique perspective in dealing with diversity, inclusion and elimination of bias, including ethnic and racial diversity and challenges to those with disabilities.

Effective Speaking and Presenting in Trusts and Estates Law – Terrence Franklin Participates in ABA RPTE Public Speaking Series for Attorneys

Effective public speaking is essential for an attorney to both successfully practice law and to build a law practice. On May 12, 2022, Partner Terrence Franklin will present as a panelist for the webinar “Effective Speaking and Presenting in Trusts and Estates Law,” as part of the American Bar Association’s Real Property, Trust and Estate Law Section Special Committee on Career Development & Wellness program series. Franklin will join a panel of “superstars” to pull back the curtain on their processes, wisdom, best practices, tips, and tricks for successful public speaking.

Meg Lodise Elected as Secretary of American College of Trust and Estate Counsel

Partner Meg Lodise has been elected as Secretary of the American College of Trust and Estate Counsel (ACTEC) with her one-year term beginning at the close of the Annual Meeting on March 13, 2022.

Meg Lodise and Settle Will Contest Alleging Undue Influence

Partner Meg Lodise recently settled a case involving claims the firm’s client unduly influenced his neighbor.

Murder, Tax Evasion and Haute Couture – Meg Lodise Presents at 2022 Wealth Planning Symposium

Partner Meg Lodise is a co-panelist at the 2022 Wealth Planning Symposium hosted by The Northern Trust Institute on April 28, 2022. In the session “Murder, Tax Evasion and Haute Couture,” the experts will dissect the rise and fall of the Gucci fashion empire (as featured in the book The House of Gucci and recent film starring Lady Gaga and Al Pacino).

Bending the Arc of History Towards Justice – Terrence Franklin Presents to Regions Bank Legal Department

Partner Terrence Franklin is presenting “Bending the Arc of History Towards Justice” to Regions Bank’s Legal Department on February 24, 2022. Franklin had been a trust and estate litigator, handling disputes including will contests for a quarter century, when he discovered a will contest from the 1840s that challenged the will done by his white fourth great-grandfather that emancipated Franklin’s fourth great-grandmother and her children and grandchildren from slavery.

The Fight for Justice, Reparations and Bruce’s Beach – Terrence Franklin Hosts ACTEC Diversity, Equity & Inclusivity Video

In 1912, Black entrepreneurs Charles and Willa Bruce purchased a beachfront property in Manhattan Beach, California. “Bruce’s Beach,” which included a dance hall and café, was a favorite destination resort for Black families. In 1927, eminent domain was used by the city of Manhattan Beach to seize the property with the plan to create a park.

Terrence Franklin Presents “Bending the Arc of History Toward Justice” to Orange County Estate Planning Council

Partner Terrence Franklin had been a trust and estate litigator, handling disputes including will contests for a quarter century, when he discovered a will contest from the 1840s that challenged the will done by his white fourth great-grandfather that emancipated Franklin’s fourth great-grandmother and her children and grandchildren from slavery.

Five Sacks, Glazier, Franklin & Lodise Attorneys Selected as 2022 Southern California Super Lawyers

Partners Terrence Franklin, Meg Lodise, Matt McMurtrey, Bob Sacks and Of Counsel Ken Glazier have been selected for inclusion on the Southern California Super Lawyers 2022 list for their work in the area of Estate and Trust Litigation. Meg has also been selected to the “Top 50 Women” list for the twelfth consecutive year.

Mentoring Young Lawyers and the Impact of Affinity Bars – Terrence Franklin Hosts ACTEC Diversity, Equity & Inclusivity Video

In celebration of National Mentoring Month, the American College of Trust and Estate Counsel (ACTEC) offered a discussion between two successful trust and estate lawyers about the impact mentors had on their careers, and professional recommendations to young lawyers in Mentoring Young Lawyers and the Impact of Affinity Bars, part of the organization’s monthly video series, Planning for a Diverse and Equitable Future.

LA Times Features Terrence Franklin as a “Leader in Diversity, Equity, Inclusion, and Accessibility

Partner Terrence Franklin has been recognized as a “Leader in Diversity, Equity, Inclusion, and Accessibility” by the Los Angeles Times. The Diversity, Equity, Inclusion, and Accessibility (DEIA) feature highlighted some of the most prominent game-changers and their achievements within their respective businesses. Franklin was profiled for his widespread efforts and impact in the DEIA space, including leading efforts on behalf of the American College of Trust and Estate Counsel (ACTEC) in 2020 to adopt a statement condemning racism following the killing of George Floyd and the attendant civil unrest.

Recognizing Religious Diversity While Advising End-of-Year Gifting – Terrence Franklin Hosts ACTEC Diversity, Equity & Inclusivity Video

One-third of all annual giving occurs in December, and trust and estate professionals are well aware of the tax reasons for the month’s donation popularity, but the end of the year also coincides with faith-based giving. As host of the American College of Trust and Estate Counsel’s (ACTEC) video series Planning for a Diverse and Equitable Future, Partner Terrence Franklin was joined by ACTEC Fellows Amy B. Beller, Raymond C. Odom, and Jonathan J. Rikoon to discuss the impact of Christianity, Judaism and Islam faiths on end-of-year giving. They offer an overview of gifting within all three religions, context from scripture, and how to respect religious diversity when advising clients.

Partner Terrence Franklin Interviewed on Lawyers Who Care Podcast

On the Lawyers Who Care podcast, Partner Terrence Franklin shared how he became a trusts and estates litigator, as well as his story of uncovering a will contest from the 1840s that challenged the will done by his white, fourth great-grandfather which emancipated Franklin’s fourth great-grandmother and her children and grandchildren. This discovery led Franklin to define his life’s mission, “To Bend the Arc of History Towards Justice” by sharing the story of his ancestors and other stories like them. read more.

Terrence Franklin Interviewed on California Lawyers Association “Trust Me” Trusts & Estates Podcast

Partner Terrence Franklin was a guest on the California Lawyers Association Trusts & Estates Section podcast “Trust Me,” where he shared his story, “John Sutton’s Will: Bending the Arc of History Towards Justice in the Probate Court.” Franklin discovered a will contest from the 1840s that challenged the will done by his fourth great-grandfather and emancipated Franklin’s fourth great-grandmother, Lucy Sutton, and her children and grandchildren. read more.

Legal Options for Individuals with Special Needs and Disabilities – Terrence  Franklin Hosts ACTEC Diversity, Equity & Inclusivity Video

Since the Americans with Disabilities Act (ADA) was enacted in 1990, society has pivoted to support and empower individuals with special needs and disabilities. Today, there are more opportunities for families and individuals with disabilities to live as independently as possible, and there are multiple legal options available. read more.

Sacks, Glazier, Franklin & Lodise Named to Best Law Firms 2022 List by U.S. News & World Report – Best Lawyers

Sacks, Glazier, Franklin & Lodise has once again been ranked by U.S. News – Best Lawyers® on the “Best Law Firms” list in Los Angeles and nationally for the firm’s work in Trusts & Estates Litigation. read more.

Meg Lodise Ranked in Benchmark Litigation 2022 Guide of Leading Lawyers

For the third consecutive year, partner Meg Lodise was recognized as a “Litigation Star” and “Local Litigation Star” by Benchmark Litigation for her work in trusts and estates litigation. read more.

Heirs Property and Generational Land Loss – Terrence Franklin Hosts ACTEC Diversity, Equity & Inclusivity Video

In the prior ACTEC Diversity, Equity & Inclusivity video, Black Farmers, Land Loss and the Racial Economic Gap, the series discussed the historical and economic impact of discrimination on black farmers and the particular issues read more.

Black Farmers, Land Loss and the Racial Economic Gap – Terrence Franklin Hosts ACTEC Diversity, Equity & Inclusivity Video

As host of the American College of Trust and Estate Counsel’s (ACTEC) video series Planning for a Diverse and Equitable Future, Partner Terrence Franklin interviewed author Natalie Baszile regarding her latest book “We Are Each Other’s Harvest.” read more.

Probate Law and Generational Discoveries – Terrence Franklin Speaks at ALI-CLE Representing Estate and Trust Beneficiaries and Fiduciaries 2021

Partner Terrence Franklin is presenting “Probate Law and Generational Discoveries” at the Representing Estate and Trust Beneficiaries and Fiduciaries 2021 virtual program, hosted by American Law Institute Continuing Legal Education (ALI CLE) on October 29, 2021. read more.

Terrence Franklin and Meg Lodise Featured in LA Times Business of Law: Visionaries

Partners Meg Lodise and Terrence Franklin were recognized in the Los Angeles Times Business of Law feature as visionaries for their contributions and leadership within the firm, the legal field, and the community at large. read more.

Terrence Franklin Presents “Bending the Arc of History Towards Justice” at Association for the Study of African American Life and History’s 106^th Annual Conference

Partner Terrence Franklin will be presenting “Bending the Arc of History Towards Justice: Lucy Sutton Leads Her Family to Freedom” at the Association for the Study of African American Life and History’s 106^th Annual Meeting and Virtual Conference on September 23, 2021.

Franklin was inspired by the 100^th birthday of his great aunt, a community leader and spouse of a Tuskegee Airman, to search for the last will and testament that freed their family from slavery. When Franklin located the will, which freed his fourth great-grandmother Lucy and her eight children and six grandchildren, Franklin also discovered that his decades of training as a trusts and estate litigator, had mystically prepared him to understand the court records that revealed that a white ancestor fought in court to keep the family beaten and enslaved. That discovery, in turn, led Franklin to understand his mission, “To Bend the Arc of History Towards Justice” by sharing his family’s story and others like it, as widely as possible. read more.

**Sacks, Glazier, Franklin & Lodise Partners Recognized in The Best Lawyers in America© 2022**

Sacks, Glazier, Franklin & Lodise partners Terrence Franklin, Meg Lodise, Matt McMurtrey and Bob Sacks were selected by their peers for inclusion in The Best Lawyers in America© 2022 for their work in trusts and estates litigation. read more.

Bending the Arc of History Towards Justice in the Probate Court – Terrence Franklin Speaks to Knoxville Estate Planning Council

Partner Terrence Franklin is presenting “Bending the Arc of History Towards Justice in the Probate Court” to the Knoxville Estate Planning Council on November 17, 2021.

Franklin discovered a will contest from the 1840s that challenged the will done by his fourth great-grandfather that emancipated Franklin’s fourth great-grandmother and her children and grandchildren. In this program, Franklin recounts the enthralling story of his ancestor Lucy Sutton and her fight in the courts to uphold the last will and testament, and he also profiles several other black women, contemporaries of Lucy, who just may have helped Lucy and her family make it to freedom. read more.

Bending the Arc of History Towards Justice in the Probate Court – Terrence Franklin Speaks to East Bay Trusts and Estates Lawyers

Partner Terrence Franklin is presenting “Bending the Arc of History Towards Justice in the Probate Court” at the East Bay Trusts and Estates Lawyers (EBTEL) Annual Luncheon on November 4, 2021.

40 Acres and a Mule: Reparations and the Estate Tax – Terrence Franklin Hosts ACTEC Diversity, Equity & Inclusivity Video

During a national meeting of The American College of Trust and Estate Counsel (ACTEC) in March 2021, an idea began to take form – Reparations for Slavery though the Estate Tax. Two ACTEC Fellows, Sarah Moore Johnson and Raymond C. Odom, began their collaboration through research to better understand the history of slavery, post-slavery US history, reparations and the wealth gap. read more.

Touching the Third Rail: Diversity, Culture and Ethics in Estate Planning – Meg Lodise Speaks to Financial & Estate Planning Council of Metropolitan Detroit

Partner Meg Lodise is speaking on the panel “Touching the Third Rail: Diversity, Culture and Ethics in Estate Planning” at the Financial & Estate Planning Council of Metropolitan Detroit Annual Meeting on November 10, 2021. read more.

Meg Lodise Presents on “Diversity, Culture and Ethics in Estate Planning” at 66th Annual Estate Planning Seminar

Partner Meg Lodise is speaking on the panel “Touching the Third Rail: Diversity, Culture and Ethics in Estate Planning,” at the 66^th Annual Estate Planning Seminar hosted by the University of Washington and the Estate Planning Council of Seattle.Estate Planning Council of Seattle. read more.

Sacks, Glazier, Franklin & Lodise Again Recognized as a Leading Law Firm for High Net Worth Private Wealth Disputes by Chambers and Partners

Four attorneys named as Notable Practitioners
Sacks, Glazier, Franklin & Lodise has once again been named a top law firm for High Net Worth Private Wealth Disputes by Chambers and Partners. The firm received a Band 1 designation in California, the highest ranking by the legal guide. Chambers recognizes firms based on technical legal…read more

Terrence Franklin & Meg Lodise Again Named to Los Angeles Business Journal’s “Leaders of Influence: Litigators & Trial Attorneys” List

Partners Terrence Franklin and Meg Lodise were featured for the second consecutive year as “Leaders of Influence: Litigators & Trial Attorneys,” published by Los Angeles Business Journal in recognition of the region’s most outstanding litigators…read more

Gender Inequality in the Legal Profession – Terrence Franklin Hosts ACTEC Diversity, Equity & Inclusivity Video

As host of the American College of Trust and Estate Counsel’s (ACTEC) video series Planning for a Diverse and Equitable Future, Partner Terrence Franklin provided opening remarks for “Gender Inequality in the Legal Profession” featuring Fellows Gail E. Mautner, Nina B. Stryker, Jennifer F. Hillman and moderator Amy B. Beller. The panel addressed whether there is still an income disparity between men and women in the legal profession as well as their thoughts and related research regarding gender issues in estate planning and litigation…read more

The Importance of Cultural Competence in Estate Planning – Terrence Franklin Hosts ACTEC Diversity, Equity & Inclusivity Video

As host of the American College of Trust and Estate Counsel’s (ACTEC) video series Planning for a Diverse and Equitable Future, Partner Terrence Franklin provided opening remarks for “The Importance of Cultural Competence in Estate Planning” featuring Fellows Hung Nguyen and Akane Suzuki. Nguyen and Suzuki discuss the differences between cultural sensitivity and cultural competence from the viewpoint of Asian American attorneys and explain why these skills are essential elements of effective estate planning. They also provide practical guidance as to how attorneys may best address sensitive cultural topics…read more

Terrence Franklin Presents “Bending the Arc of History Towards Justice” to the Harvard – Radcliffe Circle ‘90 Alumni Group

Partner Terrence Franklin presented “Bending the Arc of History Towards Justice” to the Harvard – Radcliffe Circle ’90 Alumni Group on June 24, 2021. Franklin discovered a will contest from the 1840s that challenged the will done by his fourth great-grandfather that emancipated Franklin’s fourth great-grandmother and her children and grandchildren. In this program, Franklin recounts the enthralling story of his ancestor Lucy Sutton and her fight in the courts to uphold the last will and testament, and he also profiles several other black women, contemporaries of Lucy, who just may have helped Lucy and her family…read more

Terrence Franklin Recognized with Chambers and Partners Diversity & Inclusion Lifetime Achievement Award

LOS ANGELES (June 17, 2021) – Terrence Franklin, Partner at Sacks, Glazier, Franklin & Lodise LLP, has received the prestigious “Lifetime Achievement Award” from Chambers and Partners as part of the 2021 Diversity & Inclusion Awards: North America. As the sole recipient of the 2021 award, Franklin was honored for his extensive efforts and accomplishments in furthering the advancement of diversity and inclusion in the legal community. Chambers Diversity & Inclusion Awards were announced during a virtual ceremony on June 17; view Franklin’s acceptance speech here.

Matt McMurtrey Appointed as Chair of California Lawyers Association’s Trusts and Estates Executive Committee

Partner Matt McMurtrey has been appointed as Chair of the California Lawyers Association’s Trusts and Estates Executive Committee… read more

**Ryan Houck Named to Southern California Super Lawyers Rising Stars 2021 List**

Of Counsel Ryan Houck has been selected to the 2021 Southern California Super Lawyers Rising Stars list for his work in Estate & Trust Litigation. This marks Houck’s sixth year being named a Rising Star… read more

ACTEC’S 2016-2018 Young Leaders Class Elected to Fellowship – Terry Franklin Spearheaded Establishment of Young Leaders Program for Development of Potential Fellows and to Promote Diversity & Inclusivity

The American College of Trust and Estate Counsel announced that the entire 2016-2018 class of Dennis I. Belcher Young Leaders has been elected as Fellows. This demonstrates the program’s success to foster scholarship and education in trust… read more

How to Increase Diversity in the Legal Profession – Terry Franklin Hosts ACTEC Diversity, Equity & Inclusivity Video

What can we do to increase diversity in the law and trust and estate profession? Partner Terry Franklin hosted The American College of Trust and Estate Counsel (ACTEC) video… read more

Bending the Arc of History Towards Justice in the Probate Court – Terry Franklin Speaks to Beverly Hills Bar Association Trusts & Estates Section

Partner Terry Franklin is presenting his riveting talk “Bending the Arc of History Towards Justice in the Probate Court” to the Beverly Hills Bar Association Trusts & Estates Section on June 15… read more

“Bending the Arc of History Towards Justice” – Terry Franklin Speaks to Fiduciary Trust International’s Young Lawyers Program

Partner Terry Franklin discovered a will contest from the 1840s that challenged the will done by his fourth great-grandfather that emancipated Franklin’s fourth great-grandmother and her children and grandchildren… read more

Terry Franklin Presents “Bending the Arc of History Towards Justice” to the Los Angeles Paralegal Association

Partner Terry Franklin is presenting “Bending the Arc of History Towards Justice” to the Los Angeles Paralegal Association (LAPA) on April 27, 2021… read more

Terry Franklin Presents “Bending the Arc of History Towards Justice” to Harvard Law Society of Illinois

Terry Franklin had been a trust and estate litigator, handling disputes including will contests for a quarter century, when he discovered a will contest from the 1840s that challenged the will done by his white fourth great-grandfather that emancipated Franklin’s fourth great-grandmother and her children and grandchildren from slavery… read more

Terry Franklin Presents “Bending the Arc of History Towards Justice” to Probate Attorneys of San Diego

Partner Terry Franklin is sharing his inspiring presentation about his ancestors who were emancipated from slavery through a will, during the Probate Attorneys of San Diego’s webinar luncheon on March 17, 2021… read more

Terry Franklin Interviewed on Are You Hiring? Podcast Discussing “The Last Will of Lucy Sutton”

Partner Terry Franklin was a guest on the podcast Are You Hiring?, discussing authoring a memoir about the legacy of his ancestors and how he is “bending the arc of history towards justice.” Franklin’s fourth great-grandmother.… read more

Meg Lodise Discusses “Diversity, Culture and Ethics in Estate Planning” at 55th Annual Heckerling Institute on Estate Planning

Partner Meg Lodise is speaking on the virtual panel “Touching the Third Rail: Diversity, Culture and Ethics in Estate Planning” at the 55th Annual Heckerling Institute on Estate Planning being held May 4, 2021.… read more

Meg Lodise Speaks on ACTEC Panel “Introducing Trust Protectors: What’s Puzzling You is the Nature of Their Game”

Partner Meg Lodise is moderating and speaking on the panel “Introducing Trust Protectors: What’s Puzzling You is the Nature of Their Game” at the American College of Trust and Estate Counsel (ACTEC) virtual national meeting on March 9, 2021.… read more

Terry Franklin Named to Los Angeles Business Journal’s Most Influential Minority Attorneys List for Third Consecutive Year

Partner Terry Franklin has once again been selected to Los Angeles Business Journal’s Minority Leaders of Influence: Attorneys list for 2021. Los Angeles Business Journal recognized those attorneys who are considered to be particularly impactful on the legal scene, while serving as trusted advisors, along with maintaining the highest professional and ethical standards.… read more

Terry Franklin Presents “Bending the Arc of History Towards Justice” to Harvard Club of Southern California’s Anti-Racism Committee & Harvard Black Alumni Society LA Chapter

February 2020, Partner Terry Franklin presented to the Harvard Club of Southern California and the Harvard Black Alumni Society LA Chapter, his riveting story of his ancestor Lucy Sutton and her fight in the courts to uphold the last will and testament of her owner, who was also the father of her children, that set her and their children free… read more

Terry Franklin Presents “The Last Will of Lucy Sutton” to BNY Mellon Wealth Management

In celebration of Black History Month, Partner Terry Franklinwill share his amazing personal journey researching and discovering the details of a lawsuit involving the emancipation of his fourth great-grandmother and her children and grandchildren to BNY Mellon Wealth Management in a virtual presentation on February 4, 2021… read more

Terry Franklin Hosts ACTEC’s Diversity, Equity & Inclusivity Video: Transgender? How to Legally Change Your Name, Gender and Vital Records

As host of the American College of Trust and Estate Counsel’s (ACTEC) video series Planning for a Diverse and Equitable Future, Partner Terry Franklin provided opening remarks for “Transgender? How to Legally Change Your Name, Gender and Vital Records” and introduced guests, ACTEC Fellows Cynthia Lamar-Hart and Paula A. Kohut… read more

Five Sacks Glazier Franklin & Lodise Attorneys Selected as 2021 Southern California Super Lawyers

Meg Lodise Named to ”Top 50 Women” List for 11^th Consecutive Year

Partners Terry Franklin, Meg Lodise, Matt McMurtrey, Bob Sacks and Of Counsel Ken Glazier have been selected for inclusion on the 2021 Southern California Super Lawyers list for their work in the area of Estate and Trust Litigation. Meg has also been selected for inclusion on the “Top 50 Women” list… read more

Terry Franklin Hosts ACTEC Video Series On the Role of Trusts and Estates in Addressing Issues of Diversity & Inequality in America

Partner Terry Franklin is hosting the American College of Trust and Estate Counsel’s (ACTEC) newly developed video series Planning for a Diverse and Equitable Future. The series was created as a project of… read more

Terry Franklin Interviewed on “Career & Life Chats with Andrea” Discussing His Fulfilling Legal Career

Partner Terry Franklin was a guest on “Career & Life Chats with Andrea,” hosted by Andrea Yang, CPC, ELI-MP, JD, a legal career coach. The show shares stories of lawyers on quests to find fulfillment and… read more

Terry Franklin Chairs USC Gould’s 46th Annual Trust and Estate Conference; Speaks on Racial Biases

As Chair of USC Gould’s 46th Annual Trust and Estate Conference, Partner Terry Franklin led the virtual program on November 13, 2020… read more

Sacks, Glazier, Franklin & Lodise Named to U.S. News – Best Lawyers®“Best Law Firms” 2021

Sacks, Glazier, Franklin & Lodise has once again been ranked by U.S. News – Best Lawyers® “Best Law Firms” in Los Angeles and nationally… read more

Meg Lodise Speaks at USC Trust and Estate Conference 2020

Partner Meg Lodise is participating on the panel “Love in the Time of COVID-19, Trustee and Beneficiary Harmony in Years Like 2020” at the virtual USC Trust and Estate Conference on November 13… read more

Terry Franklin Speaks at Washington, D.C. Estate Planning Council Winter Meeting

Partner Terry Franklin is presenting “The 1846 Last Will of John Sutton: What’s New and Not So New in the World of Drafting Wills, and Contest Litigation” at the Washington, D.C. Estate Planning Council Winter Meeting on February 24, 2021……..read more

Sacks, Glazier Franklin & Lodise Named to Daily Journal’s “Top Boutiques in California” List

In recognition of the firm’s success in the area of trusts and estates litigation, Sacks, Glazier Franklin & Lodise was featured in Daily Journal’s 2020 list of “Top Boutiques in California.” The article noted that the firm has maintained a narrow focus to best litigate the unique issues that often arise in high-stakes disputes over end-of-life probate concerns……..read more

Terry Franklin Speaks at 65th Annual Estate Planning Seminar

Partner Terry Franklin is presenting “The 1846 Last Will of John Sutton: What’s New and Not So New in the World of Drafting Wills and Contest Litigation” at the 65th Annual Estate Planning Seminar hosted by the Estate Planning Council of Seattle and the University of Washington School of Law……..read more

Meg Lodise Ranked in Benchmark Litigation 2021

For the second consecutive year, partner Meg Lodise was recognized as a “California – Litigation Star” and “Local Litigation Star” by Benchmark Litigation for her work in trusts and estates litigation. “Litigation Stars” are highly regarded by their peers and possess a strong case record……..read more

Terry Franklin “Highly Commended” in Chambers Diversity & Inclusion Awards 2020

Partner Terry Franklin was “Highly Commended” in the category of “Outstanding Contribution to Furthering the Advancement of Diversity in the Legal Profession” (USA) Private Practice, Individual for the Chambers Diversity & Inclusion Awards: North America 2020……..read more

Terry Franklin Participates in ABA RPTE Roundtable Discussion on Advancing Diversity & Inclusion in the Legal Profession

Partner Terry Franklin joins notable legal professionals for the roundtable discussion “Better Practices: Advancing Diversity and Inclusion in the Legal Profession,” hosted by theDiversity and Inclusion Committee of the American Bar Association’s Real Property Trusts & Estates Section (RPTE). Panelists will address the following topics and how to have these kind of discussions internally……..read more

Sacks, Glazier, Franklin & Lodise Recognized as a Top Firm for Private Wealth Disputes by Chambers USA

Three partners named as Notable Practitioners

Sacks, Glazier, Franklin & Lodise has once again been recognized by Chambers and Partners for High Net Worth – Private Wealth Disputes in California, in the Band 1 tier, the highest ranking by the legal guide. Chambers ranks firms based on technical legal ability, professional conduct, client service, commercial astuteness, diligence, commitment and other qualities most valued by clients……..read more

Terry Franklin Champions ACTEC Funded Grant to Support Training & Supervising Newly-Minted Black Attorney to Provide Estate Planning Services for Underserved Communities

As Chair of the American College of Trust and Estate Counsel (ACTEC) Diversity, Equity & Inclusivity Committee, partner Terry Franklin worked with fellow Committee members to request that The ACTEC Foundation approve an emergency request for a grant from The Commons Law Center in North/Northeast Portland, Oregon proposed by University of Oregon Law Professor, Susan Gary. The grant will fund a Black 2020 law school graduate to work in trusts and estates part-time over eight months to allow for the expansion of the Commons’ Homeownership Asset Preservation Program, which helps low income communities and communities of color to obtain essential estate planning services. The hope is that the position will also create a pipeline for other lawyers of color who will serve the African American community and the Oregon Bar in general as practicing estate planning attorneys……..read more

Sacks, Glazier, Franklin & Lodise partners Terry Franklin, Meg Lodise, Matt McMurtrey, Bob Sacks, and Of Counsel Ken Glazier were selected by their peers for inclusion in The Best Lawyers in America© 2021 for their work in trusts and estates litigation…….read more

Terry Franklin Leads Process for ACTEC’s Adoption of Statement Condemning Racism

On behalf of the American College of Trust and Estate Counsel (ACTEC), partner Terry Franklin led efforts for the organization to adopt a Statement Condemning Racism following the killing of George Floyd, and the attendant civil unrest. As Chair of the Diversity and Inclusivity Committee, Franklin initiated the process to generate a Statement making clear ACTEC’s position and commitment to renounce racism in all its forms that could be recommended to the Executive Committee and be approved on behalf of ACTEC. The formulation of the Statement went through extensive vetting, consideration and deliberative input provided by the drafting subcommittee…….read more

Terry Franklin Shortlisted for Chambers Diversity & Inclusion Awards: North America 2020

For the second consecutive year, partner Terry Franklin has been shortlisted by Chambers and Partners for the Diversity & Inclusion Awards: North America 2020 in the category of “Outstanding Contribution to Furthering the Advancement of Diversity in the Legal Profession.” The awards celebrate the achievements of firms and individuals who play a critical role in advancing diversity and inclusion across the…….read more

Terry Franklin & Meg Lodise Named to Los Angeles Business Journal’s “Leaders of Influence: Litigators & Trial Lawyers” List

Partners Terry Franklin and Meg Lodise were featured as “Leaders of Influence: Litigators & Trial Lawyers,” published by Los Angeles Business Journal in recognition of the region’s most outstanding litigators.
In its editorial, Los Angeles Business Journal noted:
Franklin has developed a reputation as a leading trusts and estates attorney in his 30 years of practice, handling the most complex cases involving significant dollar amounts. Franklin is responsible for several published appeals and the landmark Moeller v. Superior Court case, which was brought before the California Supreme Court and established a fiduciary exception to the attorney-client…….read more

Meg Lodise Presents “Planning for the Probate Contest” at ABA Skills Training for Estate Planners Program

For the second consecutive year, partner Meg Lodise is presenting “Planning for the Probate Contest” at the American Bar Association Skills Training for Estate Planners – Interactive Virtual Experience, being held August 6 – 7, 2020. Lodise and co-panelist Abigail Earthman of Winstead PC will introduce attendees to the essential concepts of probate litigation, including will and trust disputes, contests, and fiduciary litigation…read more

Terry Franklin Joins National Organizing Coalition On Virus Information Distribution

Partner Terry Franklin has been invited to participate in the National Organizing Coalition On Virus Information Distribution (“NOCOVID”), a non-partisan coalition of state and local government leaders, storytellers and entertainers, doctors and pandemic experts, health communicators and data analysts, historians and influencers. The group will communicate to all Americans – where they live, through people…….read more

Meg Lodise Recognized Among the “Top Women Attorneys” by Los Angeles Business Journal

Partner Meg Lodise was selected to Los Angeles Business Journal’s 2020 list of Top Women Attorneys, honoring the city’s most influential women attorneys. Honorees were recognized for exceptional legal skill and achievement across the full spectrum of responsibility, exemplary leadership as evidenced by the highest professional and ethical standards, and for contributions to the Los Angeles community at large…….read more

Matt McMurtrey Selected as Vice-Chair of the California Lawyers Association Trusts and Estates Executive Committee

Partner Matt McMurtrey has been appointed Vice-Chair of the California Lawyers Association Trusts and Estates Executive Committee for the 2020 – 2021 term, which will commence in September 2020. He will automatically become Chair for the 2021 – 2022 term.

The mission of the Trusts and Estates Section is to further the knowledge of practitioners in the areas of trusts and estate laws through educational opportunities, monitor and actively participate in the formation of laws and regulations that impact trusts and estates laws, and represent section members in the governance of the California Lawyers Association. Section membership includes more than 6,000 attorneys with interests….read more

Meg Lodise Concludes Decade-Long Role as Guardian Ad Litem for Michael Jackson’s Children

In 2009, Partner Meg Lodise was appointed by Superior Court Judge Mitchell Beckloff to serve as guardian ad litem for Michael Jackson’s children in the settling of their father’s estate. In this role, she initially advocated for the best interests of the performer’s two sons and daughter due to disputes over Jackson’s affairs, including the resolution of certain contracts proposed by the estate’s Special Administrators, but opposed…….read more

Meg Lodise Appointed as ACTEC Ombudsperson to Oversee Organization’s Code of Conduct

Partner Meg Lodise has been selected as one of three Ombudspersons who will provide the initial response and investigation of any complaint made under the American College of Trust and Estate Counsel’s (ACTEC) newly published Code of Conduct. ACTEC is committed to providing a welcoming and inclusive environment for all persons (Fellows, guests, sponsors, ACTEC employees and other participants in ACTEC activities)…….read more