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

Notices

Administrative Order 20-06

Updated April 1, 2020

Main County Superior Court Uniform Local Rules 2

Updated July 1, 2019

Update Emergency Orders to Administrative Orders 20-06

Updated April 6, 2020

Thu | Jan 07

12-1:30P

Probate and Estate Planning

Mentor Meeting

Probate and Estate Planning
2021 Officers & Board of Directors Slate Announced

Board Nominees to Be Voted on at General Membership Meeting October 28

Oct 15, 2020
By MCBA

The slate for MCBA's 2021 officers and board of directors has been announced. Please join us on October 28 as the 2021 officers and new board members will be voted on during our virtual general membership meeting, which features an update from the Marin Superior Court.

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WEBINAR RECAP

Probate Court Update

Sep 30, 2020
By Paul Gruwell

MCBA’s probate and estate planning section hosted an extra meeting in September in order to learn the latest news from the probate court about operations during the pandemic. Section Co-Chair Timothy Barteau moderated an insightful question and answer session with Marin Superior Court’s Probate Judge, the Honorable Kelly V. Simmons, and the court’s Probate Examiner, Trudy Verzosa. The meeting featured questions on topics ranging from current court procedures to best practices for remote hearings to what to expect in coming months.

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COVID-19 Resources

Local News & Information Regarding COVID-19

Jun 30, 2020
By MCBA

Local News & Information Regarding COVID-19. Including Marin County Superior Court updates, Administrative orders, and Emergency orders.

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President's Message

Repairing Our World One Step at a Time

Jun 04, 2020
By Susan Feder

Our society and criminal justice system remain plagued by systemic racism and inequality. As much as we know injustice and inequality exist, it is easy to feel powerless in the face of such an overwhelming problem. Videos like the one of George Floyd's murder can reinforce that powerlessness. Or they can spur us to action.

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Marin Court Clerk's Offices Reopen June 1

Court posts documents for procedures

May 29, 2020
By MCBA

Effective June 1st - Marin County Superior Court's Clerk's Offices will reopen. Courtroom proceedings will be virtual through the use of remote video technologies until further notice. Posted are 3 resource documents.

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Marin Court Alert

Administrative Order 20-08 Issued May 26, 2020. Effective June 1

May 26, 2020
By Presiding Judge Andrew Sweet

This Administrative Order 20-08 supplements Administrative Orders 20-07, 20-06, 20-05, and 20-04. Except as specifically modified herein, Administrative Orders 20-07, 20-06, 20-05, and 20-4 remain in full force and effect. The Marin County Superior Court will remain closed for all non-essential matters until 11:59 p.m. on May 29, 2020

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