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TRUSTS & ESTATES NEWS

ACTEC Submits an Amicus Brief in Alexandru Bittner v. United States with the Supreme Court


Partner Meg Lodise served as a contributing drafter for an amicus brief in Alexandru Bittner v. United States, filed by ACTEC on August 16, 2022 with the Supreme Court. This is an important case dealing with the Bank Secrecy Act (“BSA”) which presently authorizes a $10,000 civil money penalty for foreign account reporting violations that are non-willful, and which do not satisfy the reasonable cause exception.


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SGF&L UPDATES

Sacks, Glazier, Franklin & Lodise Welcomes Three New Associates 


The firm is pleased to announce the addition of three associate attorneys: Antonieta (Tonie) Pimienta Lefebvre, Joshua LeVasseur and Mary Lipscomb

 

“We are thrilled to have this talented group of attorneys join us and welcome the new perspectives they will bring to our trust and estate litigation practice,” said managing partner Matthew McMurtrey. “They all have a high caliber of legal skill and will be excellent advocates for our clients.” 

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INDUSTRY ACCOLADES

Sacks, Glazier, Franklin & Lodise Receives Top Rankings by Chambers and Partners for High-Net-Worth Private Wealth Disputes


We are honored to once again be named a leading law firm for High-Net-Worth Private Wealth Disputes by Chambers and Partners. The firm received a Band 1 designation in California, the highest ranking by the legal guide. Attorneys Terrence Franklin, Meg Lodise and Bob Sacks were recognized as Notable Practitioners in the Private Wealth Disputes category for their work in trusts and estates litigation.

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Four Partners Named to The Best Lawyers in America 2023


Terrence Franklin, Meg Lodise, Matt McMurtrey and Bob Sacks have been selected for inclusion in The Best Lawyers in America 2023 for their work in trusts and estates litigation. Since it was first published in 1983, Best Lawyers has become universally regarded as the definitive guide to legal excellence and the lists are compiled based on an exhaustive peer-review evaluation. 

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Terrence Franklin & Meg Lodise Recognized by Los Angeles Business Journal as Leaders of Influence: Litigators & Trial Attorneys


Partners Terrence Franklin and Meg Lodise have once again been selected by Los Angeles Business Journal as Leaders of Influence: Litigators & Trial Attorneys for 2022. The list features superb litigation specialists in the L.A. region who have made a significant impact on the profession and in the community.

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SPEAKING ENGAGEMENTS

Partner Terrence Franklin is presenting the free continuing education virtual seminar “Bending the Arc of History Towards Justice” to the Greater Milwaukee Foundation’s Herbert J. Mueller Society on September 22 at 9 am CT. Franklin’s goal in this presentation is to help bend the arc of history towards justice by sharing the story of his ancestors, who were emancipated from slavery through a will. This compelling and personal story highlights the importance of the cultural competency and advocacy needed to create a more just and equitable system.  

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Partner Meg Lodise is presenting “Ethical Issues Arising in the Representation of Fiduciaries and Beneficiaries” at the ALI CLE program “Representing Estate and Trust Beneficiaries and Fiduciaries 2022.” The webcast will be held on October 21 at 8:30 am PT.

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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

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.