Conservatorship, Guardianship,
Probate & Trust Section
The Conservatorship, Guardianship, Probate & Trust Section was established in 1993. Membership is open to practicing attorneys, private professional fiduciaries, accounting practitioners, trust officers, and law students. Section members and non-members are invited to attend our programs.
Our programs begin in January each year at the Contra Costa Country Club with the annual Probate Bench Luncheon.
Every since 1994 our section, with co-sponsorhip of The Mechanics Bank's Trust Department has presented an Annual Estate Planning Symposium. The symposium is held at the Dean Lesher Regional Center for the Arts in Walnut Creek each year in March. The event draws counsel, educators, and professionals to present topics of current interest to the Bar, tax professionals and students. We are pleased to present this program with availability of specialization credit.
Board members and section liaisons continue to provide volunteer service, each devoting time and energy to insure that our events provide broad continuing education opportunity for our members at a competitive cost. Our board member, Mark W. Frisbie, heads the Guardianship Clinic established to assist Pro Per petitioners complete the guardianship procedures. Counsel interested in providing such volunteer service should contact Mark.
The section continues its practice of donating to local legal service organizations through the Contra Costa bounty Bar Associations "The Bar Fund". In 2010 our $5,000.00 donation provided support to the reconstituted Elder Law Center (ELC).
Our section is broadly based among probate, estate planning, conservatorship, guardianship, and trust practitioners. We strive to present opportunities for members to obtain MCLE credits at programs that address all of these areas of practice and welcome suggestions from our membership.
Chair
Janice Crosetti Titmus
Law Offices of Crosetti & Titmus
889 Moraga Road
Lafayette, CA 94549
Phone: (925) 299-2030
Email:
Co-Chairs
Mark W. Frisbie
Phone: (925) 947-1714
David J. Elefant
Phone: (925) 943-1991
Barbara L. Lanier
Phone: (510) 527-7070
Oliver W. Bray
Phone: (925) 228-2550
Norman Lundberg
Phone: (510) 222-8222
Court Liaison: Maurice E. Huguet, Jr.
Phone: (925) 228-3433
Probate Court Investigations Liaison: Kathleen U. Poling
Phone: (925) 256-7000
