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 served on the Orange County Superior Court Bench for 15 years following 32 years as a trial attorney. During his years as a trial attorney, he handled a wide assortment of personal injury cases to trial and verdict in both state and federal courts. In 2009, he was appointed to the Orange County Superior Court. In January 2010, he was assigned to a family law courtroom where he handled a broad range of family law matters from initial petition to trial. Judge Belz says his five years in family court were some of the most meaningful years of his professional career. He was particularly interested in high-conflict custody and visitation cases and the toxic stress impact those cases have on children. He has written and taught on the subject of toxic stress and children. In 2016, Judge Belz was assigned to a probate courtroom where he handled various probate calendars. He was asked to handle the complex long-cause trust trials with a time estimate of more than 4 days. In the nine years on the probate panel, Judge Belz has handled trust, probate, guardianship, and conservatorship trials. As long-cause trial judge, he has handled 88 trust trials. He has presided over trust trials up to 22 days in length.

Judge Belz strongly believes in settlement. A graduate of the Straus Institute for Dispute Resolution in December of 2000, Judge Belz began mediating cases during his years as a trial attorney from 2001 to 2009. He has handled several hundred mediations. A trial lawyer by trade, he enjoyed sitting as a bench officer in the long and complicated trust trials but strongly believes, with few exceptions, that every case can and should settle. Judge Belz’s extensive trial experience with juries and as a bench trial officer has given him a keen insight into assessing the strengths and weaknesses of cases. Judge Belz understands the importance of patience, persistence, empathy, and trust in the mediation process.

Hon. Glen M. Reiser (Ret.) has vast experience adjudicating and resolving thousands of complex trust and probate, commercial and real property disputes as a respected trial judge and mediator. Judge Reiser spent more than 20 years as a California trial judge, serving as supervising probate judge. For the 20 years prior to the bench, Judge Reiser litigated hundreds of civil cases, including numerous probate and trust matters, to successful conclusion in trial and appellate courts throughout California. Judge Reiser is known for using his thoroughness, intellect, attention to detail and breadth of knowledge to develop creative solutions in mediation.