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Probate Series III: 850 Petitions & 859 Double Damages
Final episode in our three part series on probate, trust & estate issues, speakers will discuss challenges surrounding 850 Petitions and other civil procedures as they pertain to trust & estate disputes.

Nov 2, 2022 12:00 PM in Pacific Time (US and Canada)

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Speakers

Bette Epstein, Esq.
Neutral @ADR Services, Inc.
Ms. Epstein has been mediating trust and estate disputes since 2000. Following a remarkable career first as a licensed Psychotherapist and then as a litigator for over 30 years, she turned her focus to alternative dispute resolution and has been helping parties settle their disputes ever since. She is now available as a full-time mediator and discovery referee. Ms. Epstein is highly regarded as one of the Bay Area’s leading probate specialists. She spent the last 28 years of her litigation career handling trust and estate disputes, contested conservatorships, elder abuse claims, and serving as an expert witness in conservatorship, trust & estate litigation proceedings.
Bruce Ross, Esq.
Neutral @ADR Services, Inc.
Preeminent in the realm of trust, estate and conservatorship disputes, Mr. Ross has more than 45 years of experience with high-value fiduciary litigation and the resolution of estate, trust, protective and financial elder abuse proceedings and disputes, both in the United States and internationally. He played major roles in the highly publicized conservatorship of Mickey Rooney and the complex, disputed $300 million estate of reclusive heiress Huguette Clark. He is known for his facilitative mediation style marked by effective listening, insightful identification of core issues and a high emotional IQ. Since 1986, Mr. Ross has been a principal author or co-author of The Rutter Group’s California Practice Guide: Probate, considered one of the leading treatises on California probate issues. He is also a frequent speaker at conferences for trust, estate and probate professionals, financial advisors and wealth managers
Hon. Marshall Whitley
Neutral @ADR Services, Inc.
Judge Whitley was the Probate Judge for Alameda County his last 10 years on the bench and served as Supervising Probate Judge from 2003 to 2007 and presiding judge of the department for Long Cause Probate Trials from 2007 to 2013. In his 20 years in the California Courts, he presided over general civil trials and managed civil direct calendar departments. His depth of knowledge in Trusts, Estates, and Taxation, coupled with his excellent communication skills, have enabled him to settle cases with high emotional content as well as those involving technical and complex factual and legal issues. Prior to being appointed to the bench, Judge Whitley was in private law practice for 10 years in San Francisco focusing on the areas of tax controversy, business and tax planning, and estate planning. As a mediator, arbitrator and referee, Judge Whitley’s meticulous and methodical approach allows him to parse complex and often longstanding disputes and encourage equitable resolution all around.