Articles
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‘Dead Men Tell No Tales,’ but Their Attorney May Have To: Overlooked Exceptions to Privilege in California – John Scheerer, Published in The Recorder, February 2023 Ethical Considerations in the Representation of Fiduciaries and Beneficiaries – Margaret G. Lodise, Published in Daily Journal, February 2023 Speechifying and Scribbling—A Candid Discussion about the “Why” and “How” of Integrating Public Speaking and Presentations into Your Trusts and Estates Career – Terrence M. Franklin, Stephen R. Akers, Dana G. Fitzsimons Jr., Carol A. Harrington, and Paul S. Lee; Probate & Property, December 2022 – Recipient of the Probate & Property Excellence in Writing Awards 2022 “Best Practical Use Articles” Touching The Third Rail: Diversity, Culture, And Ethics In Estate Planning – Margaret G. Lodise, Published: ALI CLE’s Estate Planning Course Materials Journal, July 2022; 55th Annual Heckerling Institute on Estate Planning sponsored by the University of Miami School of Law, and published by LexisNexis, 2022 (co-authored by Stacy Singer, The Northern Trust Company, Chicago and Akane Suzuki, Perkins Coie) Black Deaths Should Matter, Too! Estate Planning as a Tool for Antiracists – Terrence M. Franklin, Published: ACTEC Law Journal, Fall 2021; ALI CLE’s Estate Planning Course Materials Journal, April 2022; ALI CLE’s The Practical Lawyer, June 2022 Bending the Arc of History Toward Justice—What a Trusts and Estates Lawyer Can Do – Terrence M. Franklin, Published: The Practical Lawyer, February 2021 |
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The 1846 Last Will of John Sutton-What’s Not So New in Will Drafting and Contests – By: Terrence M. Franklin , Published: Wealth Strategies Journal, September 27, 2018 Terry Franklin and Bob Sacks Contribute Article on Trust & Estate Litigation Trends to American Law Institute – CLE Terry Franklin and Bob Sacks’ article, “Hot Topics in Estate, Trust & Conservatorship Litigation: Contests After Death, Pre-Death Contests, and Intentional Interference with Expected Inheritance (Among Other Things)” was recently published in the American Law Institute – CLE Estate Planning Course Materials Journal.The article addressed:
It’s Time to Exempt No-Contest Clause Enforcement Proceedings From the Reach of the Anti-SLAPP Statute – By: Douglas E. Lawson , Published: California Trust and Estates Quarterly – Volume 22, Issue 2, 2016 |
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Enforcing No-Contest Clauses in the Face of Anti-SLAPP Motions – By: Douglas E. Lawson, Published: Los Angeles Lawyer Magazine, January 2016 |
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Tracing One Family’s Path to Freedom Through Love – By: Terrence M. Franklin, Published: American Bar Association Probate & Property, September/October 2014 |
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‘Wobbly’ Justice at the Court of Appeal – By: Matthew W. McMurtrey and Leila B. Azari, Published: The Recorder, July 2013 |
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An Associate’s Guide to Surviving Trial Crunch Time – By: G. Lisa Wick, Published: The Recorder, February 2013 |
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Family Feuds – By: Robert N. Sacks, Published: Private Wealth, December 2008/January 2009 |
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Crisis in Conservatorships – By: Margaret G. Lodise, Edward J. Corey, Jr., Peter S. Stern, Published: California Trusts & Estates Quarterly – Volume 13, Issue 1, Spring 2007 |
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What is a Care Custodian Under Probate Code 21350 – By: Terrence M. Franklin and Matthew W. McMurtrey, Published: California Trust & Estates Quarterly – Volume 11, Issue 4, Winter 2005 |
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Pitfalls and potholes: Lack of capacity and undue influence (pdf) – By: Robert N. Sacks, Published: Gift Planning, 4th Quarter 2002 |
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Mediation: An effective method to resolve estate and trust disputes (pdf) – By: Robert N. Sacks, Published, Estate Planning, June 2000 |
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Ethics for estate planners: The latest on the ABA Model Rules and Ethics 2000 (pdf) – By: Terrence M. Franklin, Published: American Bar Association Probate & Property, May 2004 |
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