Articles
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Resolving Contested Trusts and Estates-Related Fiduciary Matters Without Litigation – John Scheerer, Published in Thomson Reuters Practical Law Trusts & Estates, January 2025 The Impact of NCBE Dropping Wills & Trusts from the Next Gen Bar Exam – Meg Lodise, Published in Daily Journal, November 2024 A Succession of what? The legal significance of the “piece of paper” in estates – John Scheerer, Published in Daily Journal, April 2023 ‘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 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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