Admissions
1974, California
Memberships
San Francisco Bar Association (Co-Chair, Estate and Trust Litigation Committee, 1991-1996
Settlement Panel Member, 1987-Present)
State Bar of California
American Bar Association (Member, Sections on: Litigation
Antitrust Law
Real Property, Probate and Trust Law
Council member, 2009-2011
Estate and Trust Litigation Committee Vice-Chairman, 1981-1984, 1988-1996 and Chairman, 1984-1988, Chair, Litigation, Ethics & Malpractice group 2004-2007
Member, Continuing Legal Education Committee, 2006-Present
Editor, Book and Media Committee, 1989-1990
Chairman, Ethics and Malpractice Committee, 1996-2003
Co-Chair, Bioethics, 2002-2004
Member Standing Committee on Bioethics and The Law, 1999-2006
Member, National Conference of Lawyers and Corporate Fiduciaries, 2000-2006 and 2011 - present
Vice-Chairman, Study Committee on Law Reform, 1996-1998
Member, American College of Trust and Estate Counsel, 1991—
Chairman, Interference with Right to Inherit Subcommittee of Litigation Committee of ACTEC, 1997-2000
Chairman, Fiduciary Surcharge Committee, 2003—present
International Academy of Estate and Trust Law, Faculty National Graduate Trust School (1998-2007).
Bar Fellowship
Yale University. An Editor, Yale Law Journal, 1974. Fellow: The American College of Trust and Estate Counsel, 1991—. Law Clerk to Judge Eugene A. Wright, U.S. Court of Appeals, Ninth Circuit, 1974-1975. Lecturer, California C.E.B., Probate and Trust Litigation, 1981—. Author: "Probate and Trust Litigation," published by California C.E.B., 1981, 1982; Co-Author: "Estates and Trust Dispute Resolution and Litigation," C.E.B., 1986, 1989, 1991, 1994, 1996. Editor and Co-Author: "California Trust and Probate Litigation," C.E.B., 1998-2012; "Requests for Admissions," 2 Civil Discovery Practice, C.E.B., 1988; "Courts Change Standards," Trusts and Estates, January, 1988; "Emerging Damage Claims and the Right to Jury Trials in Fiduciary Litigation," 27 Real Property Probate and Trust Journal 541, 1993; "Alternatives to Litigation in Trust and Probate Proceedings," 42 The Arbitration Journal 30, 1987. Lecturer, "Handling Escrows," Escrow Litigation, CEB Audio Tape, 1987; "Real Estate Remedies," CEB Audio Tape, 1988, 1991, 1998; "Fiduciary Litigation," ABA, August, 1988; "A Legacy of Litigation," ABA, 1991; "When You Can't Ask the Decedent," ACTEC 1993; "Marshalling Assets," "Medical Experts in Competency Cases," ABA Spring CLE, 1993; "Joint Tenancies: An Un-Uniform Law," 30 R.P.P.P.L. Journal 399, 1995; "Concepts Colliding: Unitrusts, Modern Portfolio Theory and Trustee Liability and Profitability in Trusts & Investments," November, 1999; "The Perils of Prosperity," 2001 Hecherling Institute Chap. 12, 2001; "Bleeding Orange: The Impact of Attorneys' Fees on the Robertson Litigation and Settlement," 3 ACTEC Newsletter 45 (2009); "Fiduciary Liability: Bashing or Normalcy," 136 Trusts & Investments 8 (July 2010); "Heirs in the Freezer: Bronze Age Biology Confronts Biotechnology," 36 ACTEC Journal 179 (2010) (with Claudia LJ. Lowder and Naznin Bomi Challa); "Surcharge for Failure to Diversify", The Forum Issue 1 at 16 (2011); "Be Good or Beware: Ethical Violations by Fiduciaries," Trust & Investments at 6 (July/August 2011); Judge Pro Tem, San Francisco Superior Court, 1991—.
