CLE Program

When family members are named trustee, what could go wrong? A lot, as most trust and estate litigators know all too well. This advanced-level CLE program explores the emotional, legal, and strategic challenges that arise when siblings, step-relatives, or other family members take on fiduciary roles—and the inevitable disputes that follow.
Led by Carmen Alberio and Bette Epstein, two seasoned trust and estate mediators, this program offers practical guidance for attorneys navigating these volatile dynamics. Topics include managing client expectations, bringing a realistic perspective to accounting and real property disputes, dealing with unrepresented or unreasonable beneficiaries, and leveraging mediation to reach creative resolutions. With real-world examples and insights from the settlement table, attendees will leave better equipped to counsel clients, reduce litigation, and achieve durable outcomes—even when family conflict runs deep.

Gain a deeper understanding of the insurance challenges arising from California wildfire disasters. This interactive CLE session examines actual claims and lived experiences of insured homeowners, alongside expert analysis from attorneys on both sides of the insurance aisle. Moderated by Len Levy, the discussion will unpack disputed policy provisions, key negotiation points, and effective resolution strategies, providing practical insights for attorneys navigating post-disaster claims. Learn the most common issues, effective resolution techniques, and the real human impact behind the paperwork.

Save the Date! Details to come at https://marinbar.org/events/?type=event&id=662

Participatory credit is taken at its word in this interactive program. Using audience volunteers and a fact pattern, the panelists will perform a mock voir dire, demonstrating plaintiff’s and defense perspectives, presided over by retired Judge Steve Austin. Following the mock voir dire, the speakers will dissect where they went right and where they went wrong in the search for a jury.