A Succession of What? The Legal Significance of the “Piece of Paper” in Estates

SPOILER ALERT: If you have not seen the April 16 episode of Succession, stop reading and get back to work or log in to HBOMax and catch up!

In his article for Daily Journal, Partner John Scheerer discusses the legal significance of the “rather worrying piece of paper” uncovered in the April 16, 2023 episode of the final season of Succession. 

Ethical Considerations in the Representation of Fiduciaries and Beneficiaries

Partner Meg Lodise examines various rules contained in the California Rules of Professional Conduct and what attorneys should be aware of when representing fiduciary and beneficiary clients in the trusts and estates context in her article for Daily Journal. 

Hiring, Examining and Being an Expert Witness

Estate lawyers often find themselves serving as and working with expert witnesses to address procedural and substantive issues. Partner Meg Lodise joined the ACTEC Trust & Estate Talk podcast to discuss what lawyers should keep in mind when retaining an expert; how differing federal, state and local rules regarding experts impact testimony; and what issues are properly subject to expert testimony. 

Terrence Franklin Featured Guest on Northwestern Intersections Podcast 

On the Northwestern Intersections podcast, Partner Terrence Franklin (’84 alumnus) shares the deeply personal journey of discovering his family’s history and how he is using creative pursuits to amplify his ancestors’ story, demonstrating that we all have a role to play in shaping the arc of history.

Los Angeles Business Journal Recognizes Meg Lodise on Women of Influence: Attorneys 2023 List 

For the second consecutive year, Partner Meg Lodise was named to Los Angeles Business Journal’s Women of Influence: Attorneys list which honors the most influential women legal professionals for exceptional legal skill and achievement across the full spectrum of responsibility, exemplary leadership as evidenced by the highest professional and ethical standards, and for contributions to the L.A. community at large.

Terrence Franklin to Serve as Keynote Speaker at Bet Tzedek 7th Annual World Elder Abuse Awareness Day Symposium

Partner Terrence Franklin is presenting the keynote address “Bending the Arc of History Towards Justice” at the Bet Tzedek 7th Annual World Elder Abuse Awareness Day Symposium. His talk will examine the importance of advance planning as a tool to increase equity, preserve intergenerational wealth and prevent elder abuse. The Symposium is being held at the California Endowment Center on June 1, 2023.