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.
The 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. Our board members and section liaisons voluntarily devote time and energy to ensure that our events provide broad coverage for our members.
With expert assistance from the trust department of The Mechanics Bank, we sponsor an annual Estate Planning Symposium, most recently held on March 4, 2020 at the Dean Lesher Regional Center for the Arts in Walnut Creek. The event draws counsel, educators, and professionals to present topics of current interest to our members.
Our section is also proud to donate to organizations that serve our community. For example, in 2004, the section donated $5,000 each to The Bar Fund and the Contra Costa County Superior Court. Funds for these donations are collected from the dues paid by section members.
We welcome suggestions from our membership.
Chair
Norman C. Lundberg
Masterson, Calhoun & Lundberg
3220 Blume Drive, Suite 200
Richmond CA 94806
Phone: (510) 222-8222
Fax: (510) 222-8227
Email:
Co-Chairs
Janice Crosetti Titmus
Phone: (925) 299-2030
Email:
David J. Elefant
Phone: (925) 943-1991
Email:
Ira L. Hillyer
Phone: (925) 256-3033
Email:
Barbara L. Lanier
Phone: (510) 527-7303
Email:
Oliver W. Bray
Phone: (925) 228-2550
Email:
