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Section | Estate Planning, Trust and Probate

Estate Planning, Trust and Probate & Probate Litigation Sections Meeting (virtual)

Let’s Get Digital! E-Discovery in Trust and Estate Litigation

Speaker
Matthew R. Owens | Sheppard Mullin
Scott A. Fraser | Crist | Biorn | Shepherd | Roskoph APC

The October MCBA Estate Planning, Trust and Probate & Probate Litigation Sections Meeting presentation, Let’s Get Digital! E-Discovery in Trust and Estate Litigation, will be held virtually on Thursday, October 10th from 12:00 to 1:00 PM via a Zoom Webinar.

This presentation covers the rules governing e-discovery and provides practical guidance for applying those rules in the context of trust and estate. The speakers, Scott Fraser and Matt Owens, will discuss responding to e-discovery requests, asserting appropriate objections, discovery of information that is not reasonably accessible, and compelling production of information in trust and estate litigation matters.

Time will be reserved for questions and discussions.

***For those that are not able to attend but interested in the post-meeting recording, we require that you Register for the Event. Once the presentation is over, if the recording is adequate, we will send it to those that were not able to attend. If the recording is distorted and can not be viewed, MCBA will refund your registration fee. MCBA does not provide CLE for viewing recordings post presentation.***

Julia Butler and Shelley Clark
Co-Chairs, MCBA Probate Litigation and Estate Planning, Trust and Probate Sections

MCBA IS AN APPROVED PROVIDER AND CERTIFIES THAT THIS ACTIVITY HAS BEEN APPROVED FOR MINIMUM CONTINUING EDUCATION CREDIT BY THE STATE BAR OF CALIFORNIA IN THE AMOUNT OF 1.0 HOUR. ELIGIBLE TOWARDS General/Legal Specialization (Estate Planning, Trust & Probate Law) Credit.

To receive MCLE credit, you must connect by digital device; i.e., tablet or computer. Call in by telephone only will not qualify. This activity is approved for Minimum Continuing Legal Education credit by the State Bar of California. MCBA is a certified provider: Provider #411.

People with disabilities and/or special requests should contact MCBA regarding reasonable accommodations.

1.0 CLE | General

Contact

Denise Belli | Email
Julie Cervetto | Email

10/10/2024 12:00 PM 10/10/2024 1:00 PM America/Los_Angeles Estate Planning, Trust and Probate & Probate Litigation Sections Meeting (virtual) Let’s Get Digital! E-Discovery in Trust and Estate Litigation Hosted Webinar, Log in sent after registration, , CA, Marin County Bar Association info@marinbar.org false MM/DD/YYYY

Registration

Member Registration

Non-member Registration

Registration ends Oct 10, 2024

Members: $30
Non-Members: $50

$20 for MCBA Estate Planning, Trust and Probate Section and/or Probate Litigation Section Members

Date and Location

Thursday | October 10, 2024
12:00-1:00P

Hosted Webinar
Log in sent after registration

Speaker Information

Matthew R. Owens

Sheppard Mullin

Matt focuses his practice on trust, estate, and inheritance disputes. He has prosecuted and defended a wide range of matters in probate court, including trust contests, elder abuse actions, accountings, contested conservatorships and claims involving breach of fiduciary duty. His clients include high net worth individuals and families, corporate trustees, and private professional fiduciaries.

Matt is a certified specialist in estate planning, trust, and probate law by the State Bar of California Board of Legal Specialization. He frequently speaks and writes on trust and estate litigation topics, is a member of the Executive Committee of the Trusts and Estates Section of the California Lawyers Association (TEXCOM), and served as Chair of the Executive Committee of the San Diego County Bar Association's Estate Planning, Trust, and Probate Law Section. He was recognized in the Chambers High Net Worth Guide 2023 for Private Wealth Disputes – California, has been recognized as a Best Lawyers "Ones to Watch" each year since 2021, has been a Super Lawyers Rising Star each year since 2013, and was on Legal Week's Private Client "Ones to Watch" list in 2020-2021. Matt holds a B.A. from the University of Mississippi and a J.D. from Santa Clara University.

Website

Scott A. Fraser

Crist | Biorn | Shepherd | Roskoph APC

Scott Fraser is a Shareholder at Crist | Biorn | Shepherd | Roskoph APC. Mr. Fraser’s practice encompasses estate planning, administration, and litigation matters ranging from complex tax planning for high-net-worth individuals to litigation of will and trust contests and disputed property claims through trial. Mr. Fraser particularly enjoys utilizing his insight and experience as both a planner and a litigator to counsel clients in complex intra-family disputes and transactions. Mr. Fraser is a frequent contributor to CEB, authoring chapters in California Estate Planning, Drafting Revocable Trusts, and California Will Drafting.

Website