Effective February 1, 2021, the Probate Division at the Los Angeles Superior Court – Stanley Mosk Courthouse, 111 N. Hill Street, Los Angeles, will implement the following change:
- Judge Jonathan L. Rosenbloom will be reassigned from Department F46 at the Chatsworth Courthouse, to Probate Department 79 (at the Stanley Mosk Courthouse). All cases assigned to Department 79 will be assigned to Judge Rosenbloom for all purposes.
On November 13, 2020, Yasha Bronshteyn, Ginzburg & Bronshteyn, APC partner and litigator attended the USC Gould School of Law Virtual 46th Annual Trust and Estate Conference. Mr. Bronshteyn has been named a Super Lawyer on several occasions and recognized by Best Lawyers in America©. Mr. Bronshteyn has handled several high profile cases involving overlapping Family Court and Probate Court issues and proceeding.
The USC Conference was an all day event (8:30 AM to 6:00 PM Pacific Time). This conference is historically well regarded and is known as the Essential Day-Long Conference for Trust, Estate Planning, Probate, and Elder Law Professionals. For over 45 years, USC Gould’s Trust and Estate Conference has an excellent track record of teaching practical and realistic solutions to everyday and unexpected problems in estate planning, trust administration, probate, trust and estate litigation, elder law and client relationships. Experienced speakers always provide high- quality continuing education and often share “how-to” techniques and forms used in their practices. Topics at the USC Trust and Estates Conference included: Annual Update: Recent Developments in Probate and Trust and their Practical Applications, Love in the Time of COVID-19: Trustee and Beneficiary Harmony in Years Like 2020, No-Contest Clauses and the Anti-SLAPP Statute: Traps for the Unwary. Bending the Arc of History Towards Justice in the Probate Court. The Looming Implications of Late Allocations to Sub-Trusts. Wells Fargo presents: Estate Settlement in the Time of COVID and 2021 Tax Planning Strategies Under a New Administration.
Next on December 8, 2020, Attorney Bronshteyn also attended the Bar Association of San Francisco event presented by the Estate Planning, Probate and Trust Section of the Barristers Club. The seminar concerned Parent-to-Child and Grandparent-to-Grandchild Exclusion for Estate Planning and Administration Purposes, and the Implications of Proposition 19.
An introduction to Proposition 13 and exclusions from reassessment, with a focus on the Parent-to-Child and Grandparent-to-Grandchild exclusion. A practical discussion and guide regarding the various forms needed to claim the exclusion and a discussion regarding the implication of Proposition 19, which recently passed in November 2020.
Topics
- Introduction to Prop 13 and Exclusions from Reassessment
- A practical guide to the relevant forms needed to claim an exclusion
- A discussion regarding non-pro rata distributions of real property
- Prop 19 changes to Parent-to-Child/Grandparent-to-Grandchild exclusion
Lastly important 2020 case law, includes:
- Barefoot v Jennings California Supreme Court holding regarding standing under Probate Code section 17200
- Donkin v Donkin provides for appearance by unrepresented Trustee
- Estate of Ashlock requires return of property plus double damages under Probate Code 850
- Wilkin v Nelson provides clear and convincing extrinsic evidence can reform an otherwise unambiguous will
- Roth v Jelley on notice to contingent future beneficiaries
It is often necessary to retain an attorney to make sure that the intent behind a will or trust is carried out properly and the fiduciary and/or beneficiaries are protected.Many factors impact the relationship dynamics between a trustee and beneficiary. The uncertainty and volatility we are experiencing since 2020 require that you obtain experienced representation to handle these issues. Our offices are available to help with such needs through trial. Please contact an attorney to properly understand your rights and obligations as they relate to accounting in trust and conservatorship matters. It is crucial to have appropriate advice throughout all stages of litigation. We provide invaluable, creative, efficient and cost-effective legal services. We strive for optimal results. To discuss your needs and discover your options, consult the Los Angeles incapacity and estate planning attorneys at Ginzburg & Bronshteyn, APC. We serve clients in Los Angeles, Orange County, Ventura County, and throughout Southern and Northern California including Agoura Hills, Berkeley, Beverly Hills, Calabasas, Camarillo, Carlsbad, Del Mar, Encino, Escondido, Hermosa Beach, Hidden Hills, Irvine, Lake Sherwood,La Jolla, Malibu, Marin County, Oxnard, Pasadena, Palo Alto, Poway, Rancho Bernard, San Diego, San Francisco, San Rafael, Santa Barbara, Santa Monica, Sherman Oaks, Simi Valley, Tarzana, Thousand Oaks, Torrance, West Los Angeles,Westlake Village, and Woodland Hills. Our attorneys are renowned for producing high quality work and working diligently to achieve our client’s goals. If you or someone you know is dealing with a dispute over Family Law, the administration or execution of trust or estate in California, you should contact an experienced trusts and estates litigation attorney to ensure your interests are represented. We have developed a reputation for effective representation in complex and sophisticated matters as we guide you through the complex legal process. We are experienced in obtaining and defending against conservatorships. Our experienced Los Angeles conservatorship attorneys are here to help clients in Ventura County, Los Angeles, Orange County, Northern California, San Diego, and throughout Southern California defend their rights under the law. If you have questions about a loved one’s mental capacity, call the law firm of Ginzburg & Bronshteyn, APC at (310) 914-3222, (415) 465-6555, (858) 605-4565, or (818) 787-1011, or reach us by using our online contact form.