Section Estate Planning, Trust and Probate

The Estate Planning and Probate Section covers substantive and procedural law governing trustees, probate estates, guardianships, conservatorship and other matters affecting trusts and estates and administration. The section offers Continuing Legal Education (CLE) and works closely with the bench to improve the administration of justice in the Probate Court.

Section Chairs

Julia C. Butler
628 253 0770

Paul B. Gruwell
415 453 9433

Wed | May 17


Estate Planning, Trust and Probate
1.0 CLE | General
Jan 26, 2023
By Mee Mee Wong

In November, MCBA hosted the third annual virtual Bay Area MCLE Conference, presenting 15 programs which provided over 920 collective hours of CLE credit to the attendees, who overwhelmingly rated the speakers and program content as outstanding. As always, the conference covered a diverse array of topics, which together provided nearly all the specialty CLE credits the State Bar requires.

Editor's Introduction
Jan 26, 2023
By Robert Rosborough

Just when you thought you’d seen the last of me, here I am again. This time I’m stepping in for our editor, who termed off of MCBA’s board at the end of the year and with our altered publication schedule, has other commitments. This issue of the Marin Lawyer brings you several articles on immigration.

Jan 26, 2023
By The Marin Lawyer

The MCBA Board of Directors proudly and unanimously awards the Ann Diamond Young Lawyer Award to Ann Munene in honor of her commitment to providing legal services to underserved communities. Please join the MCBA board in congratulating Ann!

President's Message
Jan 19, 2023
By Ahtossa Fullerton

Welcome to 2023! I hope all of you are faring well during this incredibly wet January. The beginning of a new year brings the promise of both change and renewal. For me, this new year marks the privilege of a year of service as President of the Marin County Bar Association. I am honored to be a part of this remarkable organization, and I look forward to a year of camaraderie, connection and great programming in the service of our mission.

President's Message
Dec 15, 2022
By Robert Rosborough

Once again, we are arriving at the end of a year like a traveler after an arduous journey, where the shock of being here makes it seem like it took but an instant but we can remember oh so many instants. Nearly three years into a pandemic, those of us who are still here are not the same and neither is our bar association. I do not think I speak only for myself to say that the energy—and time—it has taken to adapt to the novel difficulties and rapid changes in our lives and our practices have left less for leading our lives and simply…being. We have certainly had to turn and face the strange.

Bay Area Bar Associations CLE Trip to Portugal and
Oct 13, 2022
By Mee Mee Wong

MCBA will be joining other Bar Associations in offering two special CLE programs in Portugal (May 10 - 18, 2023) and Scotland (June 11- 17, 2023). Attendees have provided outstanding review. We invite you and your guest(s) to join our delegation for a journey through Portugal's Old World allure and New World splendor, exploring Lisbon and Northern Portugal's rich cultural delights, diverse wines, and vibrant culinary scenes.