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BHEPC Meeting – “How to get Court Approval of Fiduciary Reports, Accountings and Attorney Fees.”

October 7 @ 6:00 pm - 8:00 pm

$80.00

Sponsor : CREM Real Estate Group

Born from the desire to establish a new benchmark in real estate brokerage services, The CREM Group leverages legal acumen, the latest technology, design and hyper-detailed client-centric commitment ensuring each client receive unmated personalized service throughout and beyond their real estate journey.

https://www.cremgroupre.com/

Topic : How to get Court Approval of Fiduciary Reports, Accountings and Attorney Fees.

This presentation will include a “behind the scenes” view of the processing of Accountings, provide practice tips for preparing your Accountings, give insight to a Probate Attorney’s fee recommendations and also insight to a Judicial Officer’s review of attorney fee requests.

Featured Speakers : Judge House, Sarah Broomer, Virginia Sharpe

Judge Mary Thornton House retired from the Los Angeles Superior Court in September 2018 after serving for 22 years.  She is a private neutral for Alternative Resolution Centers (ARC).  Prior to her retirement, she presided over trusts, wills, estate, conservatorship and guardianship matters in Pasadena and the Stanley Mosk Courthouse.  The bulk of her years on the Superior Court was in probate or general civil litigation individual calendar courts.

Sarah S. Broomer is a partner with Ruttenberg Cutler, LLP.  Her practice includes all aspects of complex conservatorship, fiduciary, and trust and estate litigation.  Sarah also handles all aspects of estate planning, family succession planning, charitable giving and insurance trusts.  During law school, Sarah served as law clerk to the Hon. Aviva K. Bobb, the Presiding Judge of the Probate Court, where she reviewed accountings and prepared probate notes.  When Sarah is not practicing law, she is likely asking her two sweet children to put on their shoes for the hundredth time.

Virginia Sharpe has worked as a  probate attorney for the Los Angeles Superior Court for 20 years. She is a Los Angeles native, having been raised in Santa Monica and attended Loyola Law School.  Her first job after law school was as the legal director for the non-profit The Desert AIDS Project in Palm Springs during the height of the HIV/AIDS epidemic. Her undergraduate degree from the University of California, Davis is in Genetics and she worked for a time at the California Primate Research Center. She no longer works with monkeys.

Details

Date:
October 7
Time:
6:00 pm - 8:00 pm
Cost:
$80.00
Event Category:

Organizer

Beverly Hills Estate Planning Council
Website:
bhepc.org

Venue

Mr. C Beverly Hills
1224 Beverwil Drive
Los Angeles, CA 90035
+ Google Map
Phone:
(877) 334-5623
Website:
http://mrcbeverlyhills.com/