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Trusts & Estates Section

This Section and its working committees deal with issues such as estate planning; trust administration; probate of decedents’ estates; avoidance of probate; and the protection of incompetents and their assets through guardianships and conservatorships.

Section Leaders

Andrew G. Smith

Co-Chair

Dina Y. Nam

Co-Chair

Executive Committee

Elizabeth G. Acevedo

Program Co-Chair

David A. Shapiro

Program Co-Chair

Courtney Cole Patton

Assistant Program Co-Chair

Jacqueline Yu

Assistant Program Co-Chair

Jennifer McNeil-Lozano

Legal Updates Co-Chair

Teal M. Schoonover

Legal Updates Co-Chair

Jordan C. Parr

Co-Secretary

Mina Sirkin

Co-Secretary

Terry M. Magady

Elder Law Subcommittee Chair

Joseph G. Goldman

Immediate Past Co-Chair

Kevin W. Harrington

Immediate Past Co-Chair

Official Section Sponsors

Upcoming Section Events

Timothy Whitehouse Awards

March 16, 2021 – Presentation of the Timothy Whitehouse Award to Managing Probate Attorney Dean J. Silliman at the BHBA event “Updates from the Probate Judges”.

August 4, 2020 – Presentation of the Timothy Whitehouse Award to Judge David J. Cowan. Judge Cowan was the Supervising Judge of the Probate & Mental Health Department of the Los Angeles County Superior Court before he became the Assistant Supervising Judge of the Civil Division. The Hon. Kevin Brazile, Presiding Judge of the LA Superior Court, and the Hon. Eric Taylor, now Assistant Presiding Judge of the LA Superior Court and incoming Presiding Judge for the 2021-2022 term, attended the BHBA event to congratulate Judge Cowan. More than 200 people virtually attended the BHBA event “Catching Up with the Probate Judges”.

Timothy Whitehouse Award Winners List:

2023 – Judge Michael Small
2022 –  Carmen Alberio
2021 – Dean J. Silliman
2020 – Judge David J. Cowan
2019 – Judge Maria E. Stratton
2018 – Kenneth S. Wolf, Esq.
2017 – Commissioner Robert S. Wada
2016 – Bet Tzedek
2016 – Dana Hopkins, Esq.
2015 – Commissioner Brenda Penny
2015 – Harold Weinstock, Esq.
2014 – Judge Mitchell Beckloff
2013 – Harlean Carroll, Esq.
2012 – Judge Aviva K. Bobb
2011 – James R. Birnberg, Esq.
2010 – Sandy Riley, Esq.
2009 – Robert Spaak, Esq.
2008 – Commissioner H. Ronald Hauptman
2007 – Matthew Sanderson Rae Jr., Esq.
2006 – Ms. Christine Oshima
2005 – Carmen Alberio, Esq.
2004 – Commissioner Ann E. Stodden

Trusts & Estates

This section and its working committees deal with issues such as estate planning; trust administration; probate of decedents’ estates; avoidance of probate; and the protection of incompetents and their assets through guardianships and conservatorships.

59900a92-6a8a-46fc-b3ac-f82cbddd1fb5-6

Andrew G. Smith
Co-Chair

59900a92-6a8a-46fc-b3ac-f82cbddd1fb5-6

Dina Y. Nam
Co-Chair

59900a92-6a8a-46fc-b3ac-f82cbddd1fb5-6

Elizabeth G. Acevedo
Program Co-Chair

59900a92-6a8a-46fc-b3ac-f82cbddd1fb5-6

David A. Shapiro
Program Co-Chair

59900a92-6a8a-46fc-b3ac-f82cbddd1fb5-6

Courtney Cole Patton
Assistant Program Co-Chair

59900a92-6a8a-46fc-b3ac-f82cbddd1fb5-6

Jacqueline Yu
Assistant Program Co-Chair

59900a92-6a8a-46fc-b3ac-f82cbddd1fb5-6

Jennifer McNeil-Lozano
Legal Updates Co-Chair

59900a92-6a8a-46fc-b3ac-f82cbddd1fb5-6

Teal M. Schoonover
Legal Updates Co-Chair

59900a92-6a8a-46fc-b3ac-f82cbddd1fb5-6

Jordan C. Parr
Co-Secretary

59900a92-6a8a-46fc-b3ac-f82cbddd1fb5-6

Mina Sirkin
Co-Secretary

59900a92-6a8a-46fc-b3ac-f82cbddd1fb5-6

Terry M. Magady
Elder Law Subcommittee Chair

59900a92-6a8a-46fc-b3ac-f82cbddd1fb5-6

Joseph G. Goldman
Immediate Past Co-Chair

59900a92-6a8a-46fc-b3ac-f82cbddd1fb5-6

Kevin W. Harrington
Immediate Past Co-Chair

Our sections, led by leading attorneys in their fields, present opportunities for networking, speaking, and creating and attending CLE programs. They are specifically designed to offer a wealth of resources and professional development opportunities, catering to the unique needs of both new and seasoned lawyers.

The Trusts & Estates Section is sponsored by

Upcoming Events

Ready-to-Watch Trusts & Estates CLEs

Timothy Whitehouse Award Winners List

Judge Michael Small (2023)
Carmen Alberio (2022)
Dean J. Silliman (2021)
Judge David J. Cowan (2020)
Judge Maria E. Stratton (2019)
Kenneth S. Wolf (2018)
Commr. Robert S. Wada (2017)
Bet Tzedek (2016)
Dana Hopkins (2016)
Commr. Brenda Penny (2015)
Harold Weinstock (2015)
Judge Mitchell Beckloff (2014)
Harlean Carroll (2013)
Judge Aviva K. Bobb (2012)
James R. Birnberg (2011)
Sandy Riley (2010)
Robert Spaak (2009)
Commr. H. Ronald Hauptman (2008)
Matthew S. Rae Jr. (2007)
Christine Oshima (2006)
Carmen Alberio (2005)
Commr. Ann E. Stodden (2004)

Our sections, led by leading attorneys in their fields, present opportunities for networking, speaking, and creating and attending CLE programs. They are specifically designed to offer a wealth of resources and professional development opportunities, catering to the unique needs of both new and seasoned lawyers.

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