B1 – Herding Stray Assets – the Use of Probate Code Sections 850 and 13100 and Heggstad Actions to Marshall Assets

Lindsey Munyer, a Partner at Keystone Law Group, P.C., is a Certified Specialist in Estate Planning, Trust & Probate Law (State Bar of California, Board of Legal Specialization), and has an LL.M. in Taxation. Lindsey has experience litigating trust and estate matters, and is adept at handling all stages of litigation, including discovery, mediation, law and motion and trials, as well as representing fiduciaries in the administration of estates and trusts. Lindsey has represented clients in a range of capacities including as trustees, beneficiaries, executors, creditors, heirs, and conservators, in all manner of disputes, and for estates valued in the tens of millions of dollars. Lindsey has shared her legal knowledge and experience with the Los Angeles community as an adjunct professor of Trusts and Estates with Glendale University College of Law for two years and through speaking engagements on probate matters with the National Business Institute. Lindsey has also been named as a Rising Star by Super Lawyers Magazine since 2016, one of the Top Women Attorneys in Southern California, and was named as a “Top 40 Under 40” Attorney by the Daily Journal in 2010. Lindsey was recently named as a Best Lawyer by Best Lawyers® in 2023 for the categories of Litigation – Trust and Estates and Trusts and Estates.

Judge Belz was appointed to the Orange County Superior Court in March of 2009. At the time of his appointment, he had an extensive background as a trail attorney. The first five years of his legal career he was a criminal defense attorney and handled numerous midemeanor and felony jury trials to verdict. Judge Belz represented plaintiffs in personal injury matters for 27 years. He handled a broad range of personal injury trials in both state and federa court. Afer his appointment to the bench, Judge Belz has served on the teaching faculty for the Center for Judicial Education and Research Advisory Committee (CJER) for both family law and probate law. Judge Belz recently completed a three year appointment on the Judicial Council’s Probate and Mental Health Advisory Committee.

Hon. Glen M. Reiser (Ret.) has vast experience adjudicating and resolving thousands of complex commercial, real property/environmental, trust and family law disputes as a respected trial judge and litigator. Judge Reiser spent more than 20 years on the Ventura County Superior Court, serving as both supervising probate judge and California Environmental Quality Act (CEQA) judge for more than a decade. Prior to his appointment to the bench, he litigated hundreds of civil cases to successful conclusion in trial and appellate courts throughout California. Judge Reiser regularly teaches California judges trust, probate, and conservatorships through the Judicial Council of California’s Center for Judicial Education and Research (CJER). Judge Reiser is known for using his thoroughness, intellect, attention to detail and breadth of knowledge to develop creative solutions to disputes of all types.