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Section | Estate Planning, Trust and Probate

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


The Undiscovered Country: Discovery Practice in Trust & Estate Litigation

Speakers
Lily M. Harris | weintraub | tobin
Madeline C. Giles | weintraub | tobin
Evan D. Winet | Fox Rothschild

The MCBA Estate Planning, Trust and Probate & Probate Litigation Sections announce their October presentation, The Undiscovered Country: Discovery Practice in Trust & Estate Litigation, to be held virtually on Thursday, October 15th from 12:00 to 1:00 PM via a Zoom Webinar.

This presentation will provide an overview of discovery practice as encountered in trust and estate litigation. Topics will include attitudes toward discovery and discovery disputes in probate court, how to analyze issues, develop a discovery plan, propound and respond to discovery diligently and effectively, make use of alternatives to formal discovery in trust and estate litigation, handle common types of lay and expert witnesses, and how to use discovery to achieve good results for your client at mediation or trial of trust and estate disputes.
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 is not accredited to provide CLE for viewing recordings post presentation.***

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 TOWARDS GENERAL/LS (Estate Planning, Trust and Probate Law) CLE Credit.

MCLE Notice: To receive MCLE credit, for in person: you must sign in/out at MCBA registration table. If virtual: 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

Executive Director | Email


10/15/2026 12:00 PM 10/15/2026 1:00 PM America/Los_Angeles Estate Planning, Trust and Probate & Probate Litigation Sections Meeting (virtual) The Undiscovered Country: Discovery Practice in Trust & Estate Litigation Zoom Webinar, , , CA, Marin County Bar Association info@marinbar.org false MM/DD/YYYY

Registration

Member Registration

Non-member Registration

Registration ends Oct 15, 2026


Members: $ 30
Non-Members: $50

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

Date and Location

Thursday | October 15, 2026
12:00-1:00P

Zoom Webinar

Speaker Information

Lily M. Harris

weintraub | tobin

Lily Harris is a Shareholder and Practice Group Leader of the Firm’s Trusts & Estates practice group.

Lily is an experienced litigator who represents clients in a broad range of matters, with a primary focus on trust and estate litigation. A California State Bar Certified Legal Specialist in Estate Planning, Trust and Probate Law, she provides comprehensive representation in contested estate, trust guardianship and conservatorship cases.

Lily helps professional fiduciaries, personal representatives, guardians, conservators, heirs, trustees and other concerned parties protect their interests in a full range of probate and trust matters, including

- Petitions for probate
- Heirship petitions
- Petitions for breach of trust
- Petitions for removal or suspension of trustee
- Will and trust contests
- Heggstad and Probate Code Section 850 petitions
- Spousal property petitions
- Conservatorship and guardianship petitions
- Elder abuse complaints

Clients receive forward-looking strategic guidance at each stage of the litigation process and tenacious advocacy at court, in trial and before mediators and arbitrators.

Lily also oversees the administration of complex trusts and estates and provides wealth planning services, including designing and drafting comprehensive estate plans, preparing four-schedule trust and estate accountings and assisting in the preparation of trust and estate tax returns.

Website

Madeline C. Giles

weintraub | tobin

Madeline (Maddie) Giles is an associate in the Firm’s Trusts & Estates practice group, focusing on complex trust and estate litigation.

Maddie represents clients in contested conservatorships, estate disputes, and trust administration matters, advocating for conservators, beneficiaries, trustees (including fiduciaries), and other interested parties. Her experience spans both the plaintiff and defense sides, giving her a well-rounded perspective in navigating high-stakes, emotionally charged disputes.

Maddie graduated cum laude from UC Law SF (formerly UC Hastings). As a student, she interned with the U.S. District Court of Nevada and the California Attorney General’s Office. She was a member of the UC Law SF Trial Team and Negotiation and Dispute Resolution Team, as well as the Managing Editor of the Communications and Entertainment Law Journal. She also participated in several organizations, including the Association of Youth Advocacy, the Health Education Resources Organization, the Indigenous & Native American Law Students Association, and Students for Immigrants’ Rights.

Before attending law school, Maddie worked for a personal injury and immigration law firm, where she specialized in preparing family-based immigration applications.

In her free time, Maddie enjoys improv comedy, musical theatre, and cooking elaborate dishes.

Website

Evan D. Winet

Fox Rothschild

Evan is a seasoned advocate and trial lawyer who represents individual and professional fiduciaries, and beneficiaries — including high-net-worth individuals and charitable organizations — in a variety of disputes.

Understanding the highly personal nature of his clients' needs, Evan tailors his approach to their goals and distinct circumstances. Where feasible, he works constructively to bridge divisions between parties to reach a pragmatic resolution. When litigation is appropriate, he is tenacious in pursuing his clients’ interests in court, through trial and appeal if necessary.

Evan handles a variety of matters in California courts arising from trusts, estates, fiduciary claims and related property disputes, including:

- Will and Trust Contests.
- Petitions to Modify or Terminate Trusts.
- Property Claims Involving Estates or Trusts.
- Heirship Proceedings.
- Claims Against Fiduciaries.
- Disputes Involving Powers of Attorney.
- Financial Elder Abuse.
- Tortious Interference With Expectancy of Inheritance.
- Conservatorships and Guardianships.

Website