Lunch Time General Session – PPFs In Court – The Judges Perspective

Hon. Judge Sandra Bean, Hon. Judge Ana Maria Luna and Hon. Judge Glen Reiser (Ret.) present case scenarios to appreciate the viewpoints of trial judges as private professional fiduciary matters proceed before them. Specific topics include:

1- Appointment of a PPF on a pending conservatorship estate, but what about the accompanying asset-rich trust with an arguably competent family member already managing?

2- Appointment choice on conservatorship between and alleged but unproven influencer and a proposed PPF, where the proposed conservatee declares preference for the influencer;

3- Appointment of a PPF on conservatorship petition where only the proposed conservatee objects, and does so through zealous private counsel insisting upon client competence;

4- Moving a conservatee to an assisted living facility when the estate is sufficient to subsidize home care for some (but not all) of the conservatee’s actuarial life expectancy;

5- What about the PPF with late and/or substandard accounts that take multiple hearings to approve.

Speakers

Hon. Judge Glen Reiser (Ret.)

JAMS

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.

Hon. Judge Sandra Bean

Alameda County Superior Court

Hon. Judge Ana Maria Luna

Superior Court of California Los Angeles

Judge Ana Maria Luna has served as a bench officer in the Los Angeles County since 1992. She holds undergraduate degrees in Biological Sciences and Spanish from the University of California, Irvine. She received her juris doctorate degree from the University of Southern California Gould Law School in 1984. Before joining the bench in 1992, Judge Luna practiced as a family law attorney and as a deputy public defender in Los Angeles County. Judge Luna has extensive experience in handling family law matters involving issues of child custody, support and property division. Since 2020, Judge Luna has handled a probate calendar where she manages estate, trust, guardianship and conservatorship cases including long cause trials. She has lectured to bar associations and professional organizations including best practices as to case management and evidentiary hearings.