California Probate Process and Executor Duties: Master Checklist With Deadlines

Agenda / Content Covered

All times are shown in Pacific time.

1. Rules Updates, Useful Resources to Get Started
   1:00 - 1:35, Bryan L. Phipps
2. Estate Planning Document Review, Initial Petition, and Letters of Authority: Content and Filing Procedure
   1:35 - 2:10, Roee Kaufman and Shawn S. Kerendian
3. Executor Duties: Master Checklist Step-by-Step Walkthrough With Deadlines
   2:25 - 3:00, Roee Kaufman and Shawn S. Kerendian
4. Creditor Notices and Responses: Timeline, Procedures, Sample Communications
   3:00 - 3:40, David Y. Parnall
5. Communicating With Government Agencies, Insurance, and Other Parties (With Sample Letters)
   3:40 - 4:15, David Y. Parnall

Accreditation Details:

ROEE KAUFMAN is a attorney at Keystone Law Group, P.C., a boutique law firm specializing in the areas of trust, estate and conservatorship litigation and administration. Mr. Kaufman has represented clients in a variety of capacities in connection with probate litigation matters, including beneficiaries, creditors, trustees, personal representatives and court-appointed conservators in a variety of probate disputes, including will contests, trust contests, 850 petitions, financial elder abuse claims, actions for removal and surcharge of fiduciaries, heirship claims, and Marvin actions, and in non-litigated probate and trust administration matters. Mr. Kaufman obtained his undergraduate degree from UCLA and his J.D. degree, cum laude, from Pepperdine University School of Law. Mr. Kaufman has been selected as a Super Lawyer Rising Star for the last three years (2019-2021).

SHAWN S. KERENDIAN is the founder and managing partner of Keystone Law Group, P.C., a 10-attorney boutique law firm that focuses exclusively in the areas of probate litigation and administration, with an emphasis on the litigation of estates, trusts, and conservatorships. Mr. Kerendian is a certified specialist in estate planning, trust and probate law (State Bar of California, Board of Legal Specialization); has an AV Rating by his peers on Martindale-Hubbell for exhibiting the highest level of professional excellence; has the highest possible rating on Avvo based on feedback from clients; was selected as a Super Lawyer Rising Star for three years in a row (2016-2018) and as a top 100 Southern California Rising Star in 2018; and was selected as a "Top 40 Under 40" Attorney in California by the Los Angeles and San Francisco Daily Journal, a state-wide legal newspaper.

DAVID Y. PARNALL is a senior attorney with Hartog Baer & Hand, where he practices in the areas of trust and estate litigation and administration. Mr. Parnall is a member of the Earl Warren American Inn of Court and has presented on issues such as attorney ethics and civility, cannabis, and the impact of race and privilege on criminal sentencing. He is admitted to practice before all federal and state courts in the state of California and is a member of the Trusts and Estates Section of the State Bar of California; the Alameda County and Contra Costa County bar associations; and the East Bay Trusts and Estates Lawyers. Mr. Parnall earned his B.A. degree, cum laude, from the University of California and his J.D. degree from the University of California, Davis School of Law.

BRYAN L. PHIPPS is a partner in the law firm of Murphy Austin Adams Schoenfeld LLP, where he focuses his practice on estate planning, probate, trust administration, conservatorships, and related litigation. His memberships include the Sacramento County Bar Association, the Sacramento Estate Planning Council, and the El Dorado County Bar Association (where he serves as chair of the Trusts & Estates Section). Mr. Phipps is a certified specialist in estate planning, trust and probate law by The State Bar of California Board of Legal Specialization. He earned his B.A. degree from Brigham Young University and his J.D. degree from Brigham Young University - J. Reuben Clark School of Law.