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Discovery Practice in Trust and Estate Litigation

The Estate Planning, Probate and Trust Litigation Subsection presents

Discovery Practice in Trust and Estate Litigation

 
Date Wednesday, August 5, 2026
MCLE Registration 11:30 a.m. - 12:00 p.m.
In-Person Program 12:00 - 1:30 p.m.
MCLE 1 Hour in Estate Planning, Trust & Probate Law Specialization
Location BASF Offices
50 Fremont Street, Suite 1700
San Francisco, CA 

This presentation will provide an overview of discovery practice as encountered in trust and estate litigation. Topics will include attitudes toward discovery and discovery disputes in probate court, how to analyze issues, develop a discovery plan, propound and respond to discovery diligently and effectively, make use of alternatives to formal discovery in trust and estate litigation, handle common types of lay and expert witnesses, and how to use discovery to achieve good results for your client at mediation or trial of trust and estate disputes.

Speakers

     
Lily M. Harris
Weintraub Tobin
Evan D. Winet
Fox Rothschild
Maddie Giles
Weintraub Tobin

 

Topics

  • Making a Discovery Plan for a T&E Dispute
  • Alternatives to Formal Discovery in T&E Practice
  • Common T&E Issues in Written Discovery Practice
  • Common T&E Issues in Depositions
  • Using Discovery at Mediations & Trials of T&E Disputes


Section Co-Chairs
Alicia Gámez, Law Office of Alicia M. Gámez
Frank Busch, Coblentz, Patch, Duffy & Bass



Interested in sponsorship opportunities? Email events@sfbar.org
For a printable sponsorship form, click here.

 


Event Code: G260505
For a printable flyer, click here.
For related events, click here

Cost for Program

FREE BASF Law Student
$50 Section Member
$60 BASF Member
$75 All Others
  All prices increase $10 on the day of the program 
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Lunch is NOT included.   
Lunch is not included but can be purchased as additional cost to registration during checkout. Must be purchased by Friday, July 31, 2026.

To Register

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  2. Select Proceed to Checkout to enter payment information, then Submit Order to complete the registration process.

Program Access
This is an in-Person program only.  Virtual access will not be available. Program recordings are not guaranteed and/or included with this registration, nor immediately accessible to registrants. Approved recordings of live programs are converted to On-Demand CLE Courses and available for separate purchase through a third-party library 30 business days after the live recording. 

Attending Programs
This event may be filmed or photographed. By participating in this event, you consent to have your likeness used for the BASF/JDC’s archival purposes and promotional materials. If you do not want to be photographed, please inform a BASF/STAFF person or the photographer.

Substitution, Cancellation, and Refund Requests

For CLE events of 1.5 hours or less, Lunch & Learn programs, Happy Hours, Receptions, and Mixers, a refund is available if you submit your cancellation request at least 48 hours prior to the event. A $10 handling fee will be deducted from your refund. Please complete the Event Cancellation Form.

If you are unable to attend, you may send a substitute. Please complete the Event Cancellation Form.

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

Accessibility
People with disabilities and/or special requests should contact BASF regarding reasonable accommodations.

When
8/5/2026 12:00 PM - 1:30 PM
Where
In-Person BASF Offices 50 Fremont Street, Suite 1700 San Francisco, CA
 

Program

   

Monday, 02 March 2026

Description
Mendocino Farms boxed lunches include sandwich, chips, cookie, and a drink. *Any dietary restrictions, please fill out the questionnaire upon adding this Lunch option to your cart.   Note: Last day to purchase Lunch option is Friday, July 31, 2026.
Time
3/2/2026 - 7/31/2026