Section Probate and Estate Planning


The Probate and Estate Planning 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

Timothy Barteau
415 453 9433
tbarteau@rflawllp.com

Valerie Gerard Kushel
415 578 0382
valerie@vgklaw.com

Notice
Main County Superior Court

Uniform Local Rules 2

Updated July 1, 2019
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Thu | Nov 07

12-1:30P

Probate and Estate Planning

Thu | Dec 05

12-1:30P

Probate and Estate Planning
Aug 03, 2019
By Kira Reginato

When clients come to you because they are struggling with care for an aging parent or other relative, disentangling legal, medical and family issues can be challenging.

Jul 02, 2019
By Andrew R. Verriere

Clients frequently demand “bulletproof” trusts from their estate planning attorneys. Concerns about contests based on lack of capacity, undue influence, or even claims that a family member procured the trust through financial elder abuse weigh on our clients’ minds. Unequal distributions or family members’ feelings of entitlement to certain property amplify these concerns.

Jun 05, 2019

The Probate Examiner for the Marin Superior Court, Dean Ross, will be retiring as of June 28. The court is actively pursuing a replacement but it will be a few months before that position is filled and the new employee is current with the position. This will likely impact the probate department and there will likely be many continuance requests made by the court during the months of July/August.

Apr 30, 2019
By Cynthia McGuinn and Daniel B. Pleasant

What do Aeschylus’ Oresteia, Shakespeare’s The Merchant of Venice, and Arthur Miller’s The Crucible have in common? Each playwright used dramatic forms to explore questions of justice, setting the action of each play in a courtroom setting where that theme can be explored.

EDITOR'S INTRODUCTION
Apr 04, 2019
By Robert Rosborough

As a mediator, it’s not surprising that I am often encouraging folks to explore alternatives to litigation. Of course, any mediator knows that there are situations where mediation is not going to work (even aside from the situation I often face, which is getting families to the table who are not in litigation.)

President's Message
Apr 03, 2019
By Charles Dresow

Income inequality is very much in the news. There is no doubt that income inequality and differences in economic status lead to unequal access to justice. Discussion of unequal access and education on causes and solutions is an important role for our Bar Association.