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MCLE Classes & Events

Alternate Dispute Resolution Section

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.

Collier, Richard
Richard Collier
Cooper, White & Cooper
San Francisco

Mr. Collier has a litigation and ADR practice with Cooper, White & Cooper LLP. His litigation practice focuses on trust and probate disputes in which he has represented beneficiaries and trustees, both individual and corporate, in breach of fiduciary duty, surcharge, and prohibited transferee actions, and actions to interpret or modify trust instruments. He trained as a mediator in 1993 and has mediated over 400 disputes covering a wide range of subjects, number of parties, and dollar amounts, including numerous inheritance disputes. He is a Past President of the Mediation Society and, with Dana Curtis, chaired the BASF Mediation Committee for many years. He serves as an arbitrator and mediator for the American Arbitration Association and as a mediator and neutral evaluator for the Northern District of California United States District Court’s ADR Program. Before practicing law, Mr. Collier taught in the English Department at UC Berkeley, where he received the University’s Distinguished Teaching Award.

Date: Tuesday, February 26, 2019

Time: Check-In: 11:45 am; Presentation: 12:00 – 1:00 pm

Presenter(s): Richard Collier, Cooper, White & Cooper, San Francisco

Place: SCBA Office, 111 Santa Rosa Ave., Ste. 222, Santa Rosa, CA 95404.

Parking for this seminar is ONLY available in the Public Parking Garage at 555 First Street.
Do not park in the parking lot at 111 Santa Rosa Avenue.

1.0 Unit Participatory MCLE Credit in General Law and
1.0 Unit Participatory Specialization Credit in Estate Planning, Trust & Probate Law

Registration Fee: $60–SCBA Members; $75–Public; $50–SCBA ADR Section and SCBA T&E Section Members
(NOTE: Section Members Discount only available via Phone, Fax, In-Person, or USPS Mail)
Student: $20 (The student discount is now available online for SCBA Student Members. Students who are not members of SCBA may utilize the student discount by downloading the registration form and submitting it with proof of current enrollment to the SCBA Offices. For more information on becoming a member of SCBA, please contact Susan Demers at (707) 542-1190 ext. 18.)

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Click Here to Download the Registration Flyer

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