Sacks Glazier Franklin & Lodise LLP
High Net Worth Guide 2024
Sacks Glazier Franklin & Lodise LLP
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About
Sacks, Glazier, Franklin & Lodise, LLP is a Los Angeles-based boutique litigation firm with a practice focused solely on significant and complex disputes concerning estates, trusts and conservatorships. Our firm’s narrow practice means we have an in-depth understanding of trusts and estates law, and the unique issues that often arise in these high-stakes disputes.
At other firms, even within the trusts and estates department, clients may be represented by an estate planning lawyer who occasionally handles litigation or by a litigator with limited trial experience in the probate courts. However, because we exclusively represent clients in trusts and estates litigation, the firm puts our appreciable experience to work to obtain favorable results.
We deliver skillful representation throughout California to both fiduciaries and beneficiaries, including charitable organizations, banks and trust companies, major educational institutions, businesses of all sizes, and high-net-worth individuals. We regularly go head-to-head with the biggest and best litigation firms when it comes to trusts and estates matters – and win.
Our work stands out in the legal marketplace, not just for our successes on behalf of clients, but also for the ways in which we help shape the future of trusts and estates law. Sacks, Glazier, Franklin & Lodise attorneys hold countless leadership positions in local and national organizations which impact laws and policies in estate, trust, probate and conservatorship issues. Several of our partners are Fellows in the American College of Trust and Estate Counsel – an invitation-only, preeminent organization in the trusts and estates industry that aims to improve and reform probate, trust and tax laws, procedures, and professional responsibility.
The firm considers diversity and inclusion essential to our success, and this is reflected in our hiring practices and initiatives in the legal industry and beyond. Throughout the firm’s history, we have prioritized bringing on women attorneys and those of diverse backgrounds. Our attorneys spearhead numerous programs to support minority lawyers and advance diversity and inclusion in the legal community.
Ranked Offices
Provided by Sacks Glazier Franklin & Lodise LLP
- Los Angeles350 South Grand Avenue, Suite 3500, Los Angeles, California, USA, 90071-3475
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Articles, highlights and press releases
5 items provided by Sacks Glazier Franklin & Lodise LLP
Bending the Arc of History Toward Justice—What a Trusts and Estates Lawyer Can Do
The following is condensed from the Keynote Address that Terrence Franklin presented at the USC Trust and Estate Conference, November 13, 2020.
Black Deaths Should Matter, Too! Estate Planning as a Tool for Antiracists
Just as the negative effects of most legal policies and practices disproportionately impact people of color, and particularly Black people, it may be especially important for Black people to be aware of the importance of planning for death, disability, and illness.
Ethical Considerations in the Representation of Fiduciaries and Beneficiaries
Partner Meg Lodise examines various rules contained in the California Rules of Professional Conduct and what attorneys should be aware of when representing fiduciary and beneficiary clients in the trusts and estates context in her article for Daily Journal.
A Succession of What? The Legal Significance of the “Piece of Paper” in Estates
In his article for Daily Journal, Partner John Scheerer discusses the legal significance of the “rather worrying piece of paper” uncovered in the April 16, 2023 episode of the final season of Succession.
'Dead Men Tell No Tales,' but Their Attorney May Have To: Overlooked Exceptions to Privilege in Cali
Attorneys or their clients might mistakenly, but reasonably, believe that privilege automatically continues on in perpetuity, but in the probate world, privileges are often eviscerated as a matter of statutory law after death.
Bending the Arc of History Toward Justice—What a Trusts and Estates Lawyer Can Do
The following is condensed from the Keynote Address that Terrence Franklin presented at the USC Trust and Estate Conference, November 13, 2020.
Black Deaths Should Matter, Too! Estate Planning as a Tool for Antiracists
Just as the negative effects of most legal policies and practices disproportionately impact people of color, and particularly Black people, it may be especially important for Black people to be aware of the importance of planning for death, disability, and illness.
Ethical Considerations in the Representation of Fiduciaries and Beneficiaries
Partner Meg Lodise examines various rules contained in the California Rules of Professional Conduct and what attorneys should be aware of when representing fiduciary and beneficiary clients in the trusts and estates context in her article for Daily Journal.
A Succession of What? The Legal Significance of the “Piece of Paper” in Estates
In his article for Daily Journal, Partner John Scheerer discusses the legal significance of the “rather worrying piece of paper” uncovered in the April 16, 2023 episode of the final season of Succession.
'Dead Men Tell No Tales,' but Their Attorney May Have To: Overlooked Exceptions to Privilege in Cali
Attorneys or their clients might mistakenly, but reasonably, believe that privilege automatically continues on in perpetuity, but in the probate world, privileges are often eviscerated as a matter of statutory law after death.