Announcements

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


Five Sacks, Glazier, Franklin & Lodise Attorneys Recognized in The Best Lawyers in America© 2021

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

Terry Franklin Serves as Estate Litigation Advisor for American Law Institute Continuing Legal Education

Partner Terry Franklin has joined the American Law Institute Continuing Legal Education (ALI CLE) Advisory Panel on Estate Planning, where he will help shape ALI CLE’s curriculum by suggesting new issues, topics and faculty for CLE programming in the area of trusts and estates litigation. Franklin previously served on the Advisory Panel in 2010 and has been a presenter on estate, trust…..read more


Terry Franklin Presents “The Last Will of Lucy Sutton: An Antebellum Interracial Love Story” at Harvard Alumni Event

Partner Terry Franklin presented “The Last Will of Lucy Sutton: An Antebellum Interracial Love Story” on February 23, 2020 at the Skirball Cultural Center in Los Angeles. Co-sponsored by the Harvard Club of Southern California and Harvard Black Alumni Society of Los Angeles, Franklin’s talk examined the provocative story behind the legal confrontation that led to his ancestor’s emancipation. Through his research…..read more


Terry Franklin Recognized as a Top Minority Attorney by Los Angeles Business Journal for Second Consecutive Year

Partner Terry Franklin was once again selected to Los Angeles Business Journal‘s 2020 list of “Top Minority Attorneys” as a go-to attorney in California for litigation involving substantial trusts and estates, probate matters, disputes and appeals. He was recognized for being an excellent advocate and dynamic in the courtroom as well as for his commitment to furthering the advancement of minority…..read more

Five Sacks, Glazier, Franklin & Lodise Attorneys Selected as 2020 Southern California Super Lawyers

Meg Lodise Named to “Top 50 Women” List for 10th Consecutive Year

Partners Terry Franklin, Meg Lodise, Matt McMurtrey, Bob Sacks and Of Counsel Ken Glazier have been selected for inclusion on the 2020 Southern California Super Lawyers list for their work in the area of Estate and Trust Litigation. Ms. Lodise has also been selected for inclusion on the “Top 50 Women” list…..read more


Court Rules in Favor of Firm’s Client at Trial Regarding Interpretation of Handwritten Will

In October 2019, Partner Bob Sacks and Associate Arevik Stepanyan went to trial with respect to the interpretation of a handwritten will. The issue was whether the firm’s clients would receive 50% of real property valued at several million dollars, or whether that property passed to others through…..read more


Matt McMurtrey Discusses “Representing Clients with Diminished Capacity” at Beverly Hills Bar Association Luncheon

Partner Matt McMurtrey is co-presenting “Know Your Role When Representing Clients with Diminished Capacity in Conservatorship Proceedings” at the Beverly Hills Bar Association networking luncheon on January 21, 2020. Alongside L.A. Superior Court Judge David Cowan, Mr. McMurtrey will discuss the….read more


Sacks, Glazier, Franklin & Lodise Named to 2020 Best Law Firms List by U.S. News – Best Lawyers®

Sacks, Glazier, Franklin & Lodise has been named a 2020 “Best Law Firm” in Los Angeles for Litigation – Trusts & Estates and nationally for Trusts & Estates Law by U.S. News – Best Lawyers® in 2020.

U.S. News – Best Lawyers® “Best Law Firms” rankings are based on a rigorous evaluation process that involves the collection of client and lawyer……read more


Terry Franklin Selected to The National Black Lawyers – Top 100

Partner Terry Franklin has been recognized among The National Black Lawyers – Top 100, a hand-selected list of influential lawyers who have a reputation for providing excellent legal representation and are leaders in their respective practice areas. The annual list honors the top 100 attorneys…..read more

Meg Lodise Named to Benchmark Litigation California List of Leading Attorneys for Trusts & Estates Litigation and Dispute Resolution

Partner Meg Lodise was recognized as a “Benchmark California Star – 2019” and “Local Litigation Star” by Benchmark Litigation for her work in trusts and & estates litigation and dispute resolution. Litigation Stars are highly regarded by their peers and possess a strong case record and positive…..read more


ACTEC Amicus Review Committee Chair Meg Lodise & Committee Members File Influential Amicus Brief in Trust Tax Case Before U.S. Supreme Court

As Chair of the American College of Trust and Estate Counsel (ACTEC) Amicus Review Committee, partner Meg Lodise, orchestrated, with the assistance of committee members and other ACTEC Fellows, the filing of an influential amicus brief in March 2019 for the trust tax case…..read more


Terry Franklin Speaks to Greater Boca Raton Estate Planning Council

Partner Terry Franklin is presenting “The 1846 Last Will of John Sutton – What’s Not So New in Will Drafting and Contests” to the Greater Boca Raton Estate Planning Council on October 16, 2019. Franklin has been invited to speak extensively around the country on this topic……read more


Bob Sacks Appointed to Four Leadership Positions by American Bar Association Real Property, Trust and Estate Law Section

Effective September 1, 2019, Partner Bob Sacks has been appointed by the American Bar Association Real Property, Trust and Estate Law Section to the following leadership positions:

Reappointed for another year as a Member of the Section’s governing Council.

Reappointed for another year as the Council…..read more


Five Sacks, Glazier, Franklin & Lodise Attorneys Recognized in The Best Lawyers in America© 2020

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© 2020 for their work in trusts and estates litigation…..read more


Sacks, Glazier, Franklin & Lodise Receives Top Rankings in Chambers for Private Wealth Disputes 2019

Three partners recognized as Notable Practitioners

Sacks, Glazier, Franklin & Lodise has again been ranked by Chambers and Partners for Private Wealth Disputes – California, in recognition of the firm’s technical legal ability, professional conduct, client service, commercial astuteness, diligence, commitment and other qualities most….read more

Meg Lodise Discusses Depublication of a Special Needs Trust Case on the ACTEC Trust and Estate Talk Podcast

Partner Meg Lodise was a guest on the American College of Trust and Estate Counsel (ACTEC) “Trust and Estate Talk” podcast examining the Supreme Court of California’s depublication of the Special Needs Trust case, Scott v. McDonald, and ACTEC’s role in the depublishing…..read more


Meg Lodise Speaks on “Planning for the Probate Contest” at ABA Skills Training for Estate Planners

Partner Meg Lodise is co-presenting “Planning for the Probate Contest” at the American Bar Association Skills Training for Estate Planners program on July 17, 2019. The presentation will introduce attendees to the essential concepts of probate litigation, including will and trust disputes….read more


Ryan Houck Named a 2019 Southern California Super Lawyers Rising Star

Partner Ryan Houck was selected to the 2019 Southern California Super Lawyers Rising Stars list for his work in Estate & Trust Litigation. This marks Mr. Houck’s fourth year being named a Rising Star.

Super Lawyers is a rating service that lists outstanding lawyers from a wide range of practice areas who have attained a high-degree of peer recognition and professional……read more


Bob Sacks Leads Successful Resolution of Four Trust and Estate Disputes

In March 2019, partner Bob Sacks went to trial on behalf of a client involved in a Trust interpretation dispute. Based upon the client’s testimony, the Court ruled in his favor on the interpretation issue, ending an acrimonious dispute over the terms of the Trust…read more


Terry Franklin Presents at Minnesota CLE 2019 Probate & Trust Law Section Conference

Partner Terry Franklin is presenting “The 1846 Last Will of John Sutton – What’s Not So New in Will Drafting and Contests” at the 2019 Probate and Trust Law Conference hosted by Minnesota Continuing Legal Education. Mr. Franklin’s talk shares the story of his search to find evidence….read more


Terry Franklin Shortlisted for Chambers Diversity & Inclusion Awards: USA 2019

Partner Terry Franklin has been shortlisted by Chambers and Partners for the Chambers Diversity & Inclusion Awards: USA 2019 in the category of “Outstanding Contribution to Furthering the Advancement of Diversity in the Legal Profession.” According to Chambers, Terry’s selection…..read more


Meg Lodise Participates in Preparation & Review of ACTEC Amicus Brief Filed with Supreme Court

An amicus brief in The North Carolina Department of Revenue v. The Kimberley Rice Kaestner 1992 Family Trust was filed on March 1, 2019, with the Supreme Court by the American College of Trust and Estate Counsel (ACTEC), and was argued on April 1, 2019. Partner Meg Lodise, as Chair…..read more


Meg Lodise to Speak at ABA RPTE Skills Training for Estate Planners

Partner Meg Lodise is speaking at the American Bar Association Real Property, Trust and Estate Law Skills Training for Estate Planners program in July 2019. Young or transitioning lawyers new to the practice will receive a strong educational experience focused on the “how to” in the program’s Fundamentals course, while more experienced lawyers will appreciate the opportunity to further expand their knowledge in the program’s Advanced Topics course. Learn more.


Terry Franklin Speaks at 2019 Philadelphia Estate Planning Council Meeting

Partner Terry Franklin is co-presenting on the panel “Seven Deadly Claims” at the 2019 Philadelphia Estate Planning Council Meeting. As estate and trust litigation intensifies around the country, a wave of novel claims has been evolving. Most trust and estate professionals need to be educated…..read more


Terry Franklin Participates on “Ethics” Panel at ACTEC 2019 Annual Meeting

Partner Terry Franklin is presenting on the panel “The Ethics of Negotiation: Oh, the Places You Can’t Go,” at the American College of Trust and Estate Counsel (ACTEC) 2019 Annual Meeting. Creating estate plans, administering trusts and estates, dealing with trust and estate disputes, and representing parties……read more


Terry Franklin Speaks at Southern Region Professional Fiduciary Association of California Meeting

Partner Terry Franklin is presenting “The Last Will of Lucy Sutton” at the Southern Region Professional Fiduciary Association of California (PFAC) Meeting. Mr. Franklin will discuss the discovery of his fourth great-grandfather’s will and the unexpected will contest…..read more


Meg Lodise Presents at ACTEC 2019 Annual Meeting

Partner Meg Lodise is participating on the panel “Warring Siblings, Second Spouses and Quirky Personalities: The Neuroscience and Handling of Difficult Beneficiaries” at the American College of Trust and Estate Counsel (ACTEC) Annual Meeting….read more


Sacks, Glazier, Franklin & Lodise Attorneys Selected as 2019 Southern California Super Lawyers

Meg Lodise Named to “Top 50 Women” List for 9th Consecutive Year

Partners Terry Franklin, Meg Lodise, Matt McMurtrey, Bob Sacks and Of Counsel Ken Glazier have been selected for inclusion on the 2019 Southern California Super Lawyers list for their work in the area of Estate and Trust Litigation. Ms. Lodise has also been selected for inclusion……read more


Meg Lodise Speaks at USC Gould School of Law 2019 Tax Institute

Partner Meg Lodise presented “Conflicts and Confusion: Ethical Issues Surrounding Multiple Party Representation and Clients with Diminished Capacity” at the USC Gould School of Law 2019 Tax Institute on January 30, 2019 in downtown Los Angeles. Ms. Lodise addressed current…..read more


Los Angeles Business Journal Names Terry Franklin to 2019 List of “Most Influential Minority Attorneys”

Partner Terry Franklin was recognized on Los Angeles Business Journal‘s 2019 list of “Most Influential Minority Attorneys” for his reputation as a leading trusts and estates attorney handling the most complex, high-value cases. Notably, Mr. Franklin was responsible for several published…..read more

Meg Lodise Presents at 53rd Annual Heckerling Institute on Estate Planning

Partner Meg Lodise is co-presenting “Preparing for the Unexpected: Designing and Drafting Estate Plans That Can Withstand the Heat!” at the 53rd Annual Heckerling Institute on Estate Planning.

Like an architect who designs a building to withstand unexpected disasters, estate planners must anticipate potential changes in the lives of settlors and beneficiaries in: (1) the planning process, or blueprint, that incorporates the client’s goals but also considers flexibility……read more


Sacks, Glazier, Franklin & Lodise Elects Attorney Ryan Houck to Partnership

LOS ANGELES – The trust and estate litigation firm, Sacks, Glazier, Franklin & Lodise, announced that Ryan D. Houck has been promoted to partner.

“Ryan has demonstrated a commitment to providing our clients with exceptional service and growing the firm,” said managing partner…….read more


Governor Brown Appoints Partner Jessica Uzcategui to Judgeship in Los Angeles County Superior Court

On November 29, 2018, California Governor Edmund Brown Jr. announced the appointment of Partner Jessica Uzcategui to a judgeship in the Los Angeles County Superior Court.

“Jessica has been a valued colleague at our firm for more than 14 years. While we will certainly miss her, we are excited to see her succeed in the next stage…..read more


Terry Franklin Appointed as USC Trust & Estate Conference Chair

Partner Terry Franklin has been named Chair of the University of Southern California Gould School of Law’s Trust & Estate Conference. Mr. Franklin previously served as Vice Chair and has been a member of the Committee since 1997. He is also a regular speaker at the annual Conference…..read more


/announcements/terry-franklin-presents-elimination-of-bias-in-the-legal-profession-attorney-beverly-hills-bar-associations-mcle-extravaganza/Terry Franklin Presents “Elimination of Bias in the Legal Profession” at Beverly Hills Bar Association’s MCLE Extravaganza

Partner Terry Franklin will address recognition and elimination of bias in the legal profession and society, through the lens of his experience uncovering the will that emancipated his ancestors from slavery, the contest that challenged their emancipation, and what all that means for lawyers……read more


Sacks, Glazier, Franklin & Lodise Ranked on the 2019 Best Law Firms List by U.S. News – Best Lawyers®

U.S. News – Best Lawyers® ranks Sacks, Glazier, Franklin & Lodise on the 2019 Best Law Firms list: National – Trusts & Estates Law, and Los Angeles – Litigation – Trusts & Estates and Trusts & 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…..read more


Sacks, Glazier, Franklin & Lodise Welcomes New Litigation Associate Tristan Bufete

LOS ANGELES – The trust and estate litigation firm, Sacks, Glazier, Franklin & Lodise, announced that Tristan Bufete has joined as an associate.

“Tristan is well-versed in handling high-level litigation matters and his experience will bring immediate value to the firm’s clients,” said managing partner…..read more


Doug Lawson Presents at USC’s 44th Annual Trust and Estate Conference

Associate Doug Lawson and Adam Streisand of Sheppard, Mullin, Richter & Hampton will explain how to litigate against parties with diminished capacity at the 44th Annual Trust and Estate Conference hosted by USC’s Gould School of Law. The conference will be held on November….read more


Sacks, Glazier, Franklin & Lodise Sponsors Western Justice Center’s 2018 Justice Awards

In support of a shared commitment to the pursuit of a more peaceful and just society, Sacks, Glazier, Franklin & Lodise is sponsoring the Western Justice Center’s annual Justice Awards on November 17, 2018 at the California Club in downtown Los Angeles. The Justice Awards gather prominent judges…..read more


For Immediate Release
August 30, 2018

SACKS GLAZIER FRANKLIN & LODISE OBTAINS PRECEDENT-SETTING DECISION IN PROBATE CASE

–Partner Meg Lodise defeats appeal seeking to invalidate exercise of power of appointment–

LOS ANGELES – The trusts and estates litigation firm, Sacks Glazier Franklin & Lodise LLP, led by partner Meg Lodise, along with Roehl & Glowacki, P.C., successfully defended an appeal brought to challenge the exercise of a power of appointment to benefit the firm’s client…..read more


Sacks, Glazier, Franklin & Lodise Attorneys Listed in The Best Lawyers in America© 2019

Sacks, Glazier, Franklin & Lodise partners Terry Franklin, Meg Lodise, Matt McMurtrey, Bob Sacks, Jessica Uzcategui and Of Counsel Ken Glazier were selected by their peers for inclusion in The Best Lawyers in America© 2019 for their work in trusts and estates litigation……read more


Sacks, Glazier, Franklin & Lodise Receives Highest Ranking by Chambers and Partners

Four partners recognized as Notable Practitioners

Sacks, Glazier, Franklin & Lodise has been ranked by Chambers and Partners for Private Wealth Disputes – California – Band 1, the highest ranking for a law firm based on technical legal ability, professional conduct, client service, commercial astuteness, diligence, commitment…..read more


Terry Franklin Speaks at Marvin R. Pliskin Advanced Probate and 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 Marvin R. Pliskin Advanced Probate and Estate Planning Seminar hosted by the Ohio State Bar Association……read more


Meg Lodise to Present at South Bay Estate Planning Council & Long Beach Estate Planning Council Joint Meeting

Partner Meg Lodise is participating on the panel “Shut Your Mouth! A Multidisciplinary Look at Standards of Privilege” at the South Bay Estate Planning Council and Long Beach Estate Planning Council Joint Meeting being held July 12, 2018 at the Grand Long Beach Events Center….read more


Congratulations to our colleague and friend Ken Glazier on his retirement and transition to Of Counsel with the firm!

Ken shares a retrospective of his career, changes he experienced in the legal industry along the way, and tips for law students and seasoned attorneys seeking a rewarding practice. Continue reading.


Ryan Houck Named 2018 Southern California Super Lawyers Rising Star

Attorney Ryan Houck was selected to the 2018 Southern California Super Lawyers Rising Stars list for his work in Estate & Trust Litigation. This marks Mr. Houck’s third year.

Super Lawyers is a rating service that lists outstanding lawyers from a wide range of practice areas who have attained a high-degree of peer recognition…..read more


Meg Lodise Speaks at 40th Annual UCLA/CEB Estate Planning Institute

Partner Meg Lodise presented on “Clients with Diminished Capacity” at the 40th Annual UCLA/CEB Estate Planning Institute. The Estate Planning Institute covers issues of significant importance to the estate planning…..read more


Sacks, Glazier, Franklin & Lodise Welcomes Two New Associates

The trust and estate litigation firm, Sacks, Glazier, Franklin & Lodise, announced that John Scheerer and Arevik Stepanyan have joined as associates.

“John and Arevik demonstrate a high level of talent and leadership that will be a true asset to our clients and the future of our firm,” said managing partner……read more


Bob Sacks to Present at ACTEC 2018 Summer Meeting

Partner Bob Sacks is speaking on the panel “(Not Your Or) My Generation: Litigation Issues Involving Children” at the American College of Trust and Estate Counsel (ACTEC) 2018 Summer Meeting. Bob’s portion of the panel discussion will focus on the role of guardians ad litem……read more


Terry Franklin to Participate in ACTEC Webinar Discussing Maintaining Privilege in Client Communications

Partner Terry Franklin is joining a panel of American College of Trust and Estate Counsel (ACTEC) Fellows to present the webinar “Estate Planners and Other Advisors Working Together: Are Your Communications Protected?”

Estate planning attorneys may be asked to include other advisors in conversations about estate and tax planning, and clients often assume that communications about their estate plans will remain confidential, regardless of who is involved. But privilege does not apply…..read more ​​


Terry Franklin to Present “The 1846 Last Will of John Sutton” to Cincinnati Estate Planning Council

Partner Terry Franklin will present “The 1846 Last Will of John Sutton: What’s New and Not So New in the World of Wills and Contest Litigation” to the Cincinnati Estate Planning Council at the National Underground Railroad Freedom Center on April 26, 2018. Mr. Franklin’s talk shares…..read more


Jessica Uzcategui to Speak at 2018 American Bankers Association Fiduciary Litigation Workshop

Partner Jessica Uzcategui is again participating on the American Bankers Association Fiduciary Litigation Workshop panel as part of the 2018 Trust and Estate Planning Series, which addresses critical information on estate planning and trust administration topics. The panel of attorneys…..read more


Terry Franklin Named Co-President of Outfest Board of Directors

Partner Terry Franklin was voted in as Co-President of the Board of Directors for Outfest, the leading organization that promotes LGBT equality by creating, sharing and protecting LGBT stories on the screen. Mr. Franklin will serve a two-year term beginning in 2018. He previously…..read more


Sacks, Glazier, Franklin & Lodise Partners Selected as 2018 Southern California Super Lawyers
Meg Lodise named to “Top 50 Women” list for 8th consecutive year

Partners Matt McMurtrey, Terry Franklin, Ken Glazier, Meg Lodise, Bob Sacks and Jessica Uzcategui have been selected for inclusion on the 2018 Southern California Super Lawyers list for their work in the areas of Estate and Trust Litigation. Ms. Lodise has also been selected for inclusion…..read more


Terry Franklin Speaks at 52nd Annual Heckerling Institute on Estate Planning

Partner Terry Franklin presented “The 1846 Last Will of John Sutton – What’s Not So New in Will Drafting and Contests” at the 52nd Annual Heckerling Institute on Estate Planning. His talk examined will drafting, the role of the attorney as counselor and witness……read more


Terry Franklin Ranked by Chambers and Partners High Net Worth 2017 for Private Wealth Law

Partner Terry Franklin has been ranked by Chambers and Partners High Net Worth in the Private Wealth Law category for 2017. Mr. Franklin was recognized for his work representing high net worth individuals in trusts and estates litigation in Los Angeles. The guide covers private wealth management…..read more


Meg Lodise Teaches “Probate and Estate Litigation” at Loyola Law School

Partner Meg Lodise is again teaching “Probate and Estate Litigation” during the Spring 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….read more


Bob Sacks Obtain Noteworthy Trial Results

During the second half of 2017, Bob Sacks had two significant trial results: In one trial, they successfully obtained a preliminary injunction against a trustee, which prohibited him from making any distributions or paying any legal fees from the Trust while litigation concerning a possible….read more


Meg Lodise to Speak on “Riding the Practical and Ethical Waves of Acting as Court Appointed Counsel”

Partner Meg Lodise is co-presenting “Riding the Practical and Ethical Waves of Acting as Court Appointed Counsel” to the Conservatorship, Guardianship & Protective Proceedings section of the Orange County Bar Association on November 29, 2017. This informative program will…..read more


Matthew McMurtrey and Jessica Uzcategui to Speak at 2017 Aviva K. Bobb Advanced Probate Volunteer Panel Attorney Training Symposium

Managing Partner Matthew McMurtrey and Partner Jessica Uzcategui are participating on panels at the 2017 Aviva K. Bobb Advanced Probate Volunteer Panel Attorney Training Symposium presented by the Trusts and Estates Section of the Los Angeles County Bar……read more


Sacks, Glazier, Franklin & Lodise Ranked on the 2018 Best Law Firms List by U.S. News – Best Lawyers®

U.S. News – Best Lawyers® ranks Sacks, Glazier, Franklin & Lodise on the 2018 Best Law Firms list: National – Trusts & Estates Law, and Los Angeles – Litigation – Trusts & Estates and Trusts & 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…..read more


Terry Franklin to Present “Elimination of Bias in the Legal Profession” at Beverly Hills Bar Association MCLE Extravaganza

Partner Terry Franklin will address recognition and elimination of bias in the legal profession and society at the Beverly Hills Bar Association (BHBA) MCLE Extravaganzas taking place November 2017 and January 2018. The BHBA offers MCLE “Extravaganzas” with hard-to-get…..read more


Terry Franklin Shares “The Last Will of Lucy Sutton” at Northwestern University Entertainment Alliance West Storytelling Event

Partner Terry Franklin led Northwestern University Entertainment Alliance (NUEA) West attendees on a captivating journey, tracing the path that uncovered his fourth great-grandfather’s will and his search to find answers about his family’s heritage, including an unexpected…..read more


Terry Franklin to Address Will Drafting and Contests at the Through the Looking Glass Symposium

Partner Terry Franklin is presenting “The 1846 Last Will of John Sutton – What’s Not So New in Will Drafting and Contests” at the Through the Looking Glass Symposium scheduled for January 16, 2018, at California State University, Channel Islands. Mr. Franklin will discuss the discovery……read more


Terry Franklin to Participate on “Ethics” Panel at ACTEC 2017 Fall Meeting

Partner Terry Franklin is speaking on the panel, “You’re Keepin’ Too Many Secrets from Me”: Lawyers and Other Advisors Working Together – Are Your Communications Privileged? at the American College of Trust and Estate Council (ACTEC) Fall Meeting. The session will examine situations……read more


Bob Sacks & Jessica Uzcategui Appointed to ABA Section of Real Property, Trust and Estate Law Council

Partner Bob Sacks was re-nominated to serve a three-year term on the American Bar Association Section of Real Property, Trust and Estate Law’s governing Council. This is Mr. Sacks second term on the Council, as part of its Trust and Estate Division. He is the Supervisory Council Member…..read more


Jessica Uzcategui to Present at 39th Annual Duke University Estate Planning Conference

Partner Jessica Uzcategui is speaking on “Fiduciary Litigation Topics In Depth” at the 39th Annual Duke University Estate Planning Conference. Ms. Uzcategui will discuss recent trends in five areas of fiduciary litigation: (1) the overlap of fiduciary standards and the business judgment rule…..read more


Matthew McMurtrey Named an Executive Editor of California Trust and Estates Quarterly

Partner Matthew McMurtrey has been named an Executive Editor of California Trust and Estates Quarterly, effective the December 2017/January 2018 issue. Mr. McMurtrey previously served as a Managing Editor. The Quarterly is the official publication of the Trusts & Estates section…..read more


Matthew McMurtrey Nominated to LACBA Board of Trustees

Partner Matthew McMurtrey was named to the Los Angeles County Bar Association (LACBA) Board of Trustees as Section Trustee for the 2017-2018 bar year (terms commencing July 1, 2017).

LACBA is one of the largest voluntary metropolitan bar associations in the nation, with more than 18,000 members. LACBA is engaged in advancing the administration of justice…..read more


Terry Franklin to Speak at 54th Annual Hawaii Tax Institute

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 54th Annual Hawaii Tax Institute on November 8, 2017. The session will trace Mr. Franklin’s fascinating path that led…..read more


Terry Franklin to Present at San Francisco Estate Planning Council – September 2017 Meeting

Partner Terry Franklin is speaking on “The Will of John Sutton: What’s New and Not So New in Estate Litigation” at the upcoming San Francisco Estate Planning Council meeting on September 19, 2017. He will lead attendees on a journey uncovering his family’s path…..read more


Seven Sacks, Glazier, Franklin & Lodise Attorneys Listed in The Best Lawyers in America© 2018

Bob Sacks Recognized as “Lawyer of the Year” in Trusts & Estates Litigation

All six partners: Matt McMurtrey, Terry Franklin, Ken Glazier, Meg Lodise, Bob Sacks, Jessica Uzcategui were selected by their peers for inclusion in The Best Lawyers…..read more

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

Ryan Houck 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.

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……read more


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 Section on June 20, 2017. Ms. Lodise will discuss issues that can arise in the representation….read more


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…..read more


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.read more


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……read more


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…..read more


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….read more


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……read more


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…….read more


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……read more


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…..read more


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….read more


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……read more


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…..read more


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……read more


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…..read more


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…..read more


Douglas Lawson Compete in the US Bank Stair Climb
On September 30, Douglas Lawson 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……read more


Matthew McMurtrey Speak at CYLA Symposium
Matthew McMurtrey 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…..read more


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…..read more


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…read more


Meg Lodise 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 argued an award of sanctions in a conservatorship case before the Second District Court of Appeal, and the appellate court affirmed the sanctions order……read more


Ryan D. Houck Named on 2016 Super Lawyer Southern California Rising Stars List
Ryan D. Houckselected for inclusion on the 2016 Southern California Super Lawyers Rising Stars. This marks Mr. Houck’s first year…..read more


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….read more


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….read more


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…..read more


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……read more

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….read more


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…


Sacks Glazier Franklin & Lodise welcomes new attorneys Douglas E. Lawson
LOS ANGELES, CASacks Glazier Franklin & Lodise , exclusively practicing in estate, trust and conservatorship litigation, is pleased to announce the addition of two associate attorneys, Douglas E. Lawson.
“We are proud to welcome Douglas ,” says Managing Partner Matt McMurtrey. “These fine associate attorneys bring the ability and knowledge……read more


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……read more


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…..read more


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.
Additionally, Mr. Franklin has been selected as the 2016 Lawyer……read more


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……read more


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…..read more


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…..read more


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 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…..read more


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…..read more

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….read more


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….read more


Sacks Glazier Franklin & Lodise Lawyers Prevail During Trial
In March 2015, Robert N. Sacks 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….read more


Sacks, Glazier, Franklin & Lodise 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……read more


Sacks, Glazier, Franklin & Lodise 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….read more


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”. 

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….read more


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


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


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……read more


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…..read more


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…..read more


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

With more than 27 years experience, Bob regularly handles cases across the spectrum of trust, estate, and conservatorship litigation…..read more

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…..read more


SACKS, GLAZIER, FRANKLIN & LODISE NAMES MATT MCMURTREY TO MANAGING PARTNER
Sacks, Glazier, Franklin & Lodise 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


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.
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……read more


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……read more


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….read more


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.
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..read more


Sacks, Glazier, Franklin & Lodise Selected to California’s Top Ranked Law Firms
Sacks, Glazier, Franklin & Lodise 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….read more

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…..read more


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……read more


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…..read more


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….read more


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.
Ms. Lodise will participate in the Beneficiaries……read more


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…..read more


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……read more


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…..read more


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…..read more


Jessica A. Uzcategui Will Present “Who Decides? Ethical Challenges in End-of-Life Decision Making”
Sacks, Glazier, Franklin & Lodise Partner Jessica A. Uzcategui will participate in the presentation, “Who Decides? Ethical Challenges in End-of-Life Decision Making,” at the Beverly Hills Bar……read more

Terrence Franklin to Present on Estate Litigation to Paralegal Trainees
Sacks Glazier Franklin & Lodise 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…..read more


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…..read more


Terrence Franklin Speaks on LGBT Trust Beneficiaries
Sacks Glazier Franklin & Lodise 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…..read more


National College of Probate Judges 2012 Fall Conference
Nov. 14-17, 2012Sacks 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…..read more


38 th Annual Trust and Estate Conference
USC Gould School of Law
November 9, 2012Sacks Glazier Franklin & Lodise partner Jessica Uzcategui and Gabrielle A. Vidal, partner with Loeb & Loeb , 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……read more


57 th Annual Estate Planning Seminar
Washington State Bar Association & Estate Planning Council of Seattle
November 2, 2012Sacks Glazier Franklin & Lodise partner Jessica Uzcategui and Wendy S. Goffe, Of Counsel with Stoel Rives , 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…..read more


Continuing Education of the Bar/Continuing Legal Education Program

UCLA Extension
June 8, 2012Attorney 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…..read more


2012 Western Regional Planned Giving Conference
Partnership for Philanthropic Planning of Greater Los Angeles (PPPLA)
May 30-June 1, 2012Partners 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…..read more


37th Annual Trust and Estate Conference
USC Gould School of Law
November 18, 2011Partner 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….read more


American College Trust and Estate Counsel Meeting
March 10-11, 2011Sacks 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……read more


American Law Institute/American Bar Association (ALI-ABA)
February 16, 2011Sacks 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…..read more

45th Annual Heckerling Institute on Estate Planning

January 10-14, 2011Partner Terrence M. Franklin spoke at the 45th Annual Heckerling Institute on Estate Planning in Orlando, Florida. The panel discussion, “Seven Deadly Claims,” educated…..read more


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…read more


WLALApalooza 2010 Annual Fundraising Festivity
Kyoto Grand Hotel
June 17, 2010Sacks, 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.
Benny will be serving on the 2011….read more


11th Annual Conference on Charitable Giving 2010
Stanford University/Silicon Valley Community
May 11, 2010Partners 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….read more


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, 2010Partner 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…..read more


21st Annual Spring Symposia
American Bar Association Section of Real Property, Trust and Estate Law
May 6-7, 2010Partner 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…..read more


20th Annual Spring Symposia
American Bar Association Section of Real Property, Trust and Estate Law
April 30 – May 1, 2009Washington, 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……read more


Continuing Education of the Bar — California
December 2008Partner
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…..read more


34th Annual Trust and Estate Conference
USC Gould School of Law
November 21, 2008LOS 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.
Mr. Sacks and Mr. Franklin presented ” Documents and Filing Issues Explained,” which examined best practices related to handling estate planning files to avoid…..read more


53rd Annual Estate Planning Seminar

Washington State Bar Association & Estate Planning Council of Seattle
November 3-4, 2008SEATTLE, WA – Partner Robert N. Sacks spoke on a panel, “Mock Deposition – Estate and Trust Litigation” at the 53rd Annual Estate Planning Seminar…..read more


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