TRUSTS & ESTATES UPDATES

The “Why” and “How” of Integrating Public Speaking and Presentations Into Your Trusts and Estates Career


In 2022, the ABA RPTE Special Committee on Career Development & Wellness presented a three-part series of programs providing insights into effective and strategic public speaking. As part of that series, Partner Terrence Franklin joined a panel of trusts and estates attorneys who are nationally known as successful presenters to pull back the curtain on their processes, best practices, and tips and tricks for successful public speaking. Probate & Property published the discussion in the Nov/Dec 2022 issue.


This article was the recipient of the Probate & Property Excellence in Writing Awards 2022 "Best Practical Use Articles."

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FIRM NEWS

John Scheerer Elevated to Partner


The firm is pleased to share that John Scheerer has been promoted to partner, effective January 1, 2023. 

 

“John has been an invaluable member of our team since he joined the firm in 2018,” said Managing Partner Matt McMurtrey. “His work ethic and commitment to client service is unmatched, making him a natural fit for our partnership. We look forward to his continued success.”

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Matt McMurtrey Elected to American College of Trust and Estate Counsel


Managing Partner Matt McMurtrey has been peer-elected to the American College of Trust and Estate Counsel (ACTEC) as a Fellow. ACTEC is a national organization of more than 2,400 lawyer and law professor members who are called “Fellows” and are the best and brightest in the trust and estate practice, with years of experience representing and advising in the field. 

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INDUSTRY ACCOLADES

Sacks, Glazier, Franklin & Lodise Attorneys Selected as 2023 Southern California Super Lawyers  - Meg Lodise Named to “Top 100” and “Top 50 Women” Lists


We are thrilled to announce that Partners Terrence Franklin, Meg Lodise, Matt McMurtrey, Bob Sacks and Of Counsel Ken Glazier have once again been named to the Southern California Super Lawyers 2023 list for their work in Estate and Trust Litigation. Special congratulations to Meg for being selected to the “Top 100” and “Top 50 Women” lists!

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Terrence Franklin Recognized on L.A. Times’ 2022 List of Diversity, Equity, Inclusion & Accessibility Visionaries


For the second consecutive year, Partner Terrence Franklin has been named to the list of Diversity, Equity, Inclusion & Accessibility Visionaries by L.A. Times. The annual feature highlights some of the most prominent and game-changing individuals in their respective organizations and business sectors.

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Benchmark Litigation Ranks Meg Lodise as a “Litigation Star” in 2023 Guide


Partner Meg Lodise has been recognized as a “Litigation Star” in the Benchmark Litigation 2023 guide to leading lawyers. She was recognized in the category of Trusts and Estates both nationally and in California. The list of “Litigation Stars” reflects those individuals who were recommended consistently as reputable and effective litigators by clients and peers.

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SPEAKING ENGAGEMENTS

Meg Lodise to Moderate Panel at ACTEC 2023 Annual Meeting


Partner Meg Lodise is moderating the panel, “Be Overqualified, Not Overconfident! Hiring, Examining, and Being an Expert Witness,” at the American College of Trust and Estate Counsel (ACTEC) 2023 Annual Meeting being held March 1-5, 2023, in New Orleans. The panel will draw on its varied experiences serving as and working with expert witnesses to address procedural and substantive issues of whether, when and how to retain an expert as well as the differences between consulting and testifying experts.

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 Sacks, Glazier, Franklin & Lodise LLP

350 South Grand Avenue, Suite 3500 | Los Angeles, CA 90071

(213) 617-2950 | info@trustlitigation.LA

www.TrustLitigation.LA

The information you obtain in this newsletter is not, nor is it intended to be, legal advice. You should consult an attorney for advice regarding your individual situation.