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TRUSTS & ESTATES NEWS

Black Deaths Should Matter, Too! Estate Planning as a Tool for Antiracists


Just as the negative effects of most legal policies and practices disproportionately impact people of color, and particularly Black people, it may be especially important for Black people to be aware of the importance of planning for death, disability, and illness. In his article for ACTEC Law Journal & ALI CLE’s Estate Planning Course Materials Journal, Partner Terrence Franklin examines how doing an estate plan may be an important way to be an antiracist.

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"Fair" Housing and Opportunity Hoarding


In recognition of Fair Housing Month in April, the American College of Trust and Estate Counsel (ACTEC) shares an enlightening video discussion, “Fair” Housing and Opportunity Hoarding, with author and Georgetown University Professor Dr. Sheryll Cashin, hosted by Partner Terrence Franklin. In the video, Professor Cashin debunks the myths of fair housing policy in America and presents compelling information on the historical impact of systemic racism in housing and lending policies.

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INDUSTRY ACCOLADES

Los Angeles Business Journal Names Meg Lodise to Women of Influence: Attorneys 2022 List


Congratulations to Partner Meg Lodise on being named to Los Angeles Business Journal’s Women of Influence: Attorneys list for successfully handling some of the most complex and high-dollar trusts and estates disputes as well as for  the ways in which she’s helping to shape the future of trusts and estates law.

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Meg Lodise Elected as Secretary of American College of Trust and Estate Counsel


Another big congrats to Meg Lodise on being elected as Secretary of the American College of Trust and Estate Counsel (ACTEC). Her one-year term began at the close of the organization's Annual Meeting on March 13, 2022.

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FIRM NEWS

Meg Lodise and Addison DiSesa Settle Will Contest Alleging Undue Influence


Partner Meg Lodise and Associate Addison DiSesa recently settled a case involving claims the firm’s client unduly influenced his neighbor. The infrequently used doctrine of partial invalidity, which allows a court to separate a portion of a document that is arguably the product of undue influence from other portions of the document that are not, proved a critical factor in settling the case. The settlement included the challenged will being admitted to probate with the firm’s client acting as executor and a significant gift to charity.



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Addison DiSesa

SPEAKING ENGAGEMENTS

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Murder, Tax Evasion and Haute Couture



Partner Meg Lodise is a co-panelist at the 2022 Wealth Planning Symposium hosted by The Northern Trust Institute on April 28, 2022. In the session “Murder, Tax Evasion and Haute Couture,” the experts will dissect the rise and fall of the Gucci fashion empire (as featured in the book The House of Gucci and recent film starring Lady Gaga and Al Pacino), addressing planning opportunities and ethical considerations that might have led to better results for the family.

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Effective Speaking and Presenting in Trusts and Estates Law


Partner Terrence Franklin will present as a panelist for the webinar “Effective Speaking and Presenting in Trusts and Estates Law,” as part of the American Bar Association’s Real Property, Trust and Estate Law Section Special Committee on Career Development & Wellness program series. On May 12, 2022, Franklin will join a panel of “superstars” to pull back the curtain on their processes, wisdom, best practices, tips, and tricks for successful public speaking.

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How to Discuss, Address and Promote DE&I in Your Trusts and Estates Practice


At the 56th Annual Heckerling Institute on Estate Planning on March 29, Partner Terrence Franklin and co-panelists addressed ethics and professionalism, with a focus on how to discuss, address and promote diversity, equity and inclusion in the trusts and estates practice, and with clients. 

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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