SCBA Business Hours:

SCBA is Currently Closed for all In-Person Business Pursuant to the Shelter in Place Order by the Sonoma County Health Officer. Staff remains available 9:00 am - 5:00 pm, M-F, via email. Please see the Contact Us Page for a list of SCBA Staff emails. .~.~.~.~.~.~.~.~.~.~.

Death During Divorce: What Happens When a Party Dies During the Pendency of a Divorce Action?

1. Procedural Consequences

a. Death Before entry of Status Judgment. b. Death After entry of Status Judgment

2. Real Property with Right of Survivorship.

a. Joint Tenancy property b. Community Property with Right of Survivorship

3. Survivor Benefits

a. Life insurance b. Deferred Compensation c. Social Security

4. Amendment of Estate Plans

a. Wills b. Nonprobate transfers

Lawrence A. Moskowitz Perry, Johnson, Anderson, Miller & Moskowitz, LLP

Mr. Moskowitz has practiced family law in Sonoma County since 1984. Before opening his office in Santa Rosa, he was employed by

Click here to continue reading Death During Divorce: What Happens When a Party Dies During the Pendency of a Divorce Action?

A Matter of Trust: The Challenges of Mediating Inheritance Disputes

It is not just the intensity of emotions that challenges the mediator in inheritance disputes. Challenges arise also from the range of interests that need to be considered, including some that might not be represented at the mediation, trying to clarify what the real issues and sources of dispute are, meeting (or ignoring) Probate Code and tax code strictures, and ethical dilemmas posed by attorney-client and multi-party tensions. By discussing these and other challenges, the speaker will also be eliciting ideas for overcoming them, before, during, and after the mediation session.

Richard Collier Cooper, White &

Click here to continue reading A Matter of Trust: The Challenges of Mediating Inheritance Disputes

Trusts & Estates and Family Law Crossover Issues

Albert G. Handelman Spaulding McCullough & Tansil LLP

Mr. Handelman’s practice focuses on all aspects of trust and estate law: trust and estate planning and administration, trust and estate litigation, business succession planning, family wealth preservation, and planned charitable giving. He plans and administers estates ranging in size from $500,000 to $400,000,000. In addition to working directly for his clients, Mr. Handelman often works as a consultant to other lawyers, including serving as an expert witness in trials throughout California. He writes and speaks frequently on topics involving trust and estate law, including serving as one of

Click here to continue reading Trusts & Estates and Family Law Crossover Issues