Estate Planning & Probate Section

The Estate Planning & Probate 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 year 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 or April. 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.

The section continues its practice of donating to local legal service organizations through the Contra Costa County Bar Association "The Bar Fund." In 2013, our $5,000.00 donation supported Contra Costa Senior Legal Services.

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.


Deborah Moritz-Farr
Phone: (925) 228-3433

Board Members

Oliver W. Bray
Phone: (925) 228-2550

Kathryn Korn
Phone: (925) 253-1808

Joseph Morrill
Phone: (925) 322-8615

Scott Poling
Phone: (925) 256-7000

Tracy Regli
Phone: (925) 906-1880

Matthew Toth
Phone: (925) 283-6816

back to top