About the Section

The ACBA Trusts and Estates Section provides Minimum Continuing Legal Education (MCLE) programs and networking opportunities for trust and estate attorneys.

To join the section, please contact our Membership Department at (510) 302-2200 or hadassah@acbanet.org.


Upcoming Programs

Trusts and Estates Study Group
Members of the ACBA Trusts and Estates Section and EBTEL are invited to attend monthly meetings of the ACBA Trusts and Estates Study Group. The Study Group meets on the third Tuesday of each month at the ACBA from 11:45 AM – 1:00 PM. The study group is an opportunity for both new and experienced practitioners to ask practice questions, collaborate and learn.

February 28, 2017 from 12:00 p.m. – 1:00 p.m.
Elder Abuse: Prevention, Detection, and Correction
Please join the Trusts and Estates Section for a program examining various forms of elder abuse, how to recognize warning signs, and resources for assistance. Speaker Cheryl Poncini from the Alameda County District Attorney’s Office Elder Prevention Unit will also discuss what the Unit is and its role in redressing cases of elder maltreatment. Come prepared with your questions, there will be a Q&A period at the end of the presentation.

March 16, 2017 from 12:00 p.m. – 1:00 p.m.
Elder Mediation and Estate Planning: Dispute Resolution Before They Die
The parties to a post-death dispute often settle in mediation, right before trial. Should attorneys consider mediation before pleadings have been filed? Or even during the estate planning process? Join the ACBA Trusts & Estates and ADR Sections as we explore these questions and more. Engage in a dialogue between an optimist and a skeptic about the uses of facilitated conversations while estate planning clients are still alive.

New events are added regularly. Please visit the ACBA Calendar for more upcoming events
 

Access Information regarding Probate Cases Online!

The documents filed in probate cases are visible on DOMAIN Web here. This applies to all filings after January 30, 2006, with certain exceptions.

For confidential case types, conservatorship and guardianship, images remain inaccessible on the web; (California Rule of Court 7023). The Probate Operations Committee identified other confidential case types and filings that will not have images on the web.

The rule for Probate Examiner’s Checklist has not changed. The checklist is visible on all Probate cases from June 2003 on.

If you have any questions, you may contact the Office of Information Technology Help Desk at (510) 208-3966 ext. 32255.

The Executive Committee

CHAIR
Beth Hodess


OnPoint Legal Counsel, PC
440 Grand Avenue, Suite 300
Oakland, CA 94610
beth@hodesslaw.com
(510) 569-8558

MEMBER
Lauren Peebles


The Law Office of Lauren N. Peebles
505 14th Street, Suite 900
Oakland, CA 94612
lpeebles@thepeebleslawyer.com
(510) 588-8445

MEMBER
Holly Trief


 

STAFF LIAISON
Hadassah Hayashi


Membership & Education Manager
1000 Broadway, Suite 480
Oakland, CA 94607
hadassah@acbanet.org
(510) 302-2200