Cost: $50 PFAC Member – $70 Non-Member
Speakers: Yevgeny Belous, Esq., Norine Boehmer, CLPF, Hon. Judge James Steele (Ret.), and Lauriann Wright, Esq.
CEU Awarded: 1.0 CE/MCLE Trusts
Presented Date: 5/2/2019
In Part 2 of this two-part topic, the panel will address working with all the other attorneys in contested matters (besides your own attorney). The panelists will begin by discussing the role of the various attorneys for a proposed conservatee: court-appointed counsel, guardian ad litem, and private counsel. Also discussed will be tips and strategies in working with the attorneys for other parties in a contested case. This panel offers the unique prospective of attorneys, fiduciaries, retired probate judges and mediators on this important and seldom explored topic. The addition of Judge James Steele (retired) also allows this panel to address the very important role played by fiduciaries in mediations and other negotiations.
Yevgeny L. Belous is a partner at Nielsen & Rogers LLP, an Elder Law firm located in Woodland Hills, California. Mr. Belous practices exclusively in the areas of trusts and estates, conservatorships, guardianships, estate planning and probate litigation. A large portion of Mr. Belous’ practice is devoted to representing professional fiduciaries in court proceedings and private trusts.
Ms. Boehmer has been in practice over 15 years, serving as the President of the Professional Fiduciaries Association of California (PFAC) from 2011 to 2013. She is also a certified mediator through the Los Angeles County Bar Association. She has been an outstanding advocate and backer of legislation aimed at improving the fiduciary profession and standards in California. Ms. Boehmer, who is also a licensed tax preparer, has owned and operated Norine Boehmer Management, Inc. since 2000.
Judge Steele was an original founding principal and member of Signature Resolution. He has over 35 years of legal experience as a transactional lawyer, trial lawyer, in-house counsel for both public and private companies, and Los Angeles Superior Court Judge. He has a reputation for being thoroughly prepared as well as highly creative. In the first four years since his retirement, Judge Steele has been involved in the resolution of over 500 disputes totaling approximately $2 billion in controversy. In addition to his undergraduate degree in economics, law degree and MBA, Judge Steele has also completed a graduate program in tax law.
Lauriann Wright is an experienced Los Angeles probate litigator and estate planner focused on the representation of professional fiduciaries. For over 20 years, she has been practicing all phases of probate law and litigation, including conservatorships, guardianships, trusts, and decedent estates. She has been named a Super Lawyer in Trust and Estate Litigation for the 8 consecutive years of 2012-2019. In fact, for 2019, she has been named one of the Top 50 Women Super Lawyers in Southern California. U.S. News & World Report has named her as a “Best Lawyer in America” for 2016-2019 and her firm Wright Kim Douglas ALC as a “Best Law Firm” for 2017-2019.