Bay Area "Quirks"

The The Estate Planning, Probate and Trust Section and Estate Planning, Probate and Trust Litigation Subsection presents

Bay Area “Quirks”

Date Tuesday, April 6, 2021 
Program 12:00 - 1:30 p.m.
MCLE 1 Hour in Estate Planning Specialization Credit


Sheila Robello
Solan, Park & Robello
Tisa M. Pedersen
Thoits Law
Robyn B. Christo
Epstein + Holtzapple LLP 

 Peter Shelton
Peter Shelton Law
 Heather L. Boshears
Hoge Fenton 


 Erika L. Yuen
Yuen & Yuen, Prof. Law Corp.

The “unwritten” local rules, quirks, and preferences of San Francisco, Marin, San Mateo, Alameda, and Santa Clara Probate Departments.


  • What will be heard ex parte? What will not be heard ex parte? Drop off? E-file?
  • How do examiner notes and continuances work? • What can and cannot be transferred via a Heggstad petition?
  • What needs to be paper filed? e-filed? Do I need to deliver courtesy copies to the court? Does the examiner want a courtesy pdf copy of my pleadings?
  • How has COVID changed the court’s workflow and the filing and hearing timelines? 
  • Who can serve as GAL in your proceeding? When is the application for appointment of the GAL filed?
  • Do I attach the Seller’s closing statement, or X document to my Final Petition?
  • and so much more!

Section Chair

Erika Yuen, Yuen & Yuen, Prof. Law Corp.

Event Code: 

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MCLE Notice

To receive MCLE credit, you must sign in during the designated MCLE registration period. This activity is approved for Minimum Continuing Legal Education credit by the State Bar of California. BASF is a certified provider: Provider #103


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4/6/2021 12:00 PM - 1:30 PM
Online only CA
Online registration not available.

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