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Touching the Third Rail: Diversity, Culture and Ethics in Estate Planning 

Faith, religion and culture define people in ways other aspects of their lives do not. In her co-authored article for ALI CLE's Estate Planning Course Materials Journal, Partner Meg Lodise explains the ethical issues behind an estate planning attorney’s obligations to understand how a person’s faith or culture might impact the estate planning process.

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Catch Up on the Latest ACTEC "Planning for a Diverse and Equitable Future" Videos Hosted by Partner Terrence Franklin

"Equal Justice Under Law" is inscribed on the front of the United States Supreme Court, but in practice, the law has bent over time to reflect the attitudes of society and justices. What is the history of critical civil rights cases in the United States? A professor, researcher and author shares his expertise in this crucial look at groundbreaking civil rights cases. 


The COVID pandemic has deeply affected the world and the workplace. Many people infected with the virus are experiencing long-term effects from their infection, known as Long COVID or Post COVID conditions (PCC). What is the impact of Long COVID? How should employees and employers navigate this chronic illness?


In August 2021, Planning for a Diverse and Equitable Future shared 40 Acres and a Mule: Reparations and the Estate Tax as an introduction to wealth disparity resulting from slavery and Jim Crow laws, the history of reparations, and the connection to wealth transfer and wealth taxation. This video continues the conversation with recommendations to address racial wealth disparity in the U.S.



Terrence Franklin Recognized with Los Angeles Business Journal’s Inaugural Top 100 Lawyers and Champion of Mentorship Awards

In acknowledgement of his exceptional legal skill and achievements, exemplary leadership and contributions to the Los Angeles community, Terrence Franklin has been recognized among the 2022 Top 100 Lawyers by Los Angeles Business Journal. Additionally, the publication presented specialty awards to those who continue to excel in the profession in unique and impactful ways, and Terrence was the sole recipient of the Champion of Mentorship Award.

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ACTEC’s “Planning for a Diverse and Equitable Future” Series Receives Two Awards from Academy of Interactive & Visual Arts

ACTEC's “Planning for a Diverse and Equitable Future,” monthly DE&I video series hosted by Terrence Franklin, won two Awards of Distinction by the Academy of Interactive & Visual Arts. The series was recognized in the Online Video Web Series category, and “Transgender? How to Change Your Legal Name and Gender Marker on Vital Records,” featuring ACTEC Fellows Cynthia G. Lamar-Hart and Paula A. Kohut, was recognized in the Diversity, Equity & Inclusion Category & Video – Web Series category.

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Multi-Generational Representation & Other Common Representation Trickiness

At the ACTEC Western Regional Meeting on July 23, Meg Lodise will scare you awake with common representation pitfalls and recent ethics decisions concerning how and why you need to carefully consider who is your client when engaged in representing families, family businesses and other entities. She will also discuss recent ethics opinions relating to the trusts and estates practice, with reference to ACTEC’s own Commentaries on the Rules of Professional Conduct.

Planning for Probate Contests

Meg Lodise is co-presenting “Planning for Probate Contests” on August 11, as part of the Skills Training for Estate Planners program hosted by the ABA Section of Real Property, Trust & Estate Law and Ancestry ProGenealogists. This segment of the Skills Training program will introduce attendees to the essential concepts of probate litigation, including will and trust disputes, contests, and fiduciary litigation. After reviewing those concepts, this segment will explore some of the planning approaches that can be pursued to avoid probate litigation.

Bending the Arc of History

Terrence Franklin presented 

“Bending the Arc of History” at the third annual TEDxDavenport on June 25, at the Adler Theatre in Davenport, IA. He shared how uncovering the story of his ancestors’ emancipation helped him learn that we all have a role to play in shaping history.

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Contact Us

 Sacks, Glazier, Franklin & Lodise LLP

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

(213) 617-2950 | info@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.