Haggerty vs. Thornton: Revocations and Modifications

Haggerty vs. Thornton is a case that made its way to the California Supreme Court with an eagerly anticipated decision. This case concerns an area of law that is of great interest to planners, administrators, and litigators: the method of amending trust and whether the method of revocation can be considered the same as the method of amendment.

About Our Guests:
Jennifer Campbell is a partner at Carlin and Peebles LLP in Southern California. She focuses her practice on estate planning and trust administration. She assists clients in drafting estate plans, advising fiduciaries in the administration of trust in estates, addressing fiduciary legal risks, advising fiduciaries about trust funding and distributions, preparing estate and gift tax returns, negotiating and drafting settlement agreements, and drafting legal pleadings and orders.  

She emphasizes deep personal relationships with her clients, allowing her to understand and meet their specific objectives.  Her practice is enhanced by her extensive experience in both law firms and the legal departments of financial institutions. She has presented and written on this topic for the California Lawyers Association and in other venues.

Jenny can be reached at [e-mail].

Howard Kipnis has over 40 years of experience representing corporate fiduciaries, financial institutions, and many small businesses and individuals in dispute resolution and litigation arising from banking, brokerage, and probate and trust services.  He has co-authored an attorney practice guide and, over the years, has been a featured speaker at several seminars and trade conferences, including statewide CEB programs on topics such as trust and probate administration and litigation practice.

He's also testified as an expert witness in several cases, including issues arising from probate, trust, litigation, administration, and banking and fiduciary issues. For six years, he served on the executive committee of the trust in the state section of the California Lawyers Association,  and he's been lead counsel on several published opinions.  He was counsel of record in the case of Haggerty v. Thornton.

Howard can be reached at [e-mail].

About Our Host:
Ciarán O'Sullivan is a trust and estates litigator in the San Francisco Bay Area.  He is a member of the executive committee of the trust and estates section of the California Lawyers Association. 

Ciarán can be reached at [e-mail].

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Trust Me is Produced by Foley Marra Studios
Edited by Cat Hammons and Todd Gajdusek