https://www.ocbar.org/
HomeLitigating Before the Probate/Mental Health Panel
The Probate/Mental Health Unit handles a variety of cases including Conservatorship; Decedent’s Estates, Wills and Trusts; Elder and Dependent Adult Abuse; Guardianship; and Minor’s Compromise.
Speakers: Cheryl Walsh
Length: 22:16
Chapters
Step 1: Before you File the Petition - 00:49
Step 2: Preparing the Petition for Probate & Form DE 1/11 - 02:40
Duties & Liabilities of Personal Representative - 10:21
Step 3: Notice of Petition - 11:56
Step 4: Order for Probate Form DE-140 - 13:36
Step 5: Letter Form DE-150 - 16:42
Step 6: Notice to Government Entities - 18:56
Creditor’s Claims - 20:13
Conclusion - 21:26
Speakers: Melinda Hunsaker, Christina McGonigle
Length: 31:38
Chapters
Purpose & Definition of a SNT - 00:25
Types of Public Benefits: Entitlement Programs & Needs-based - 01:17
Types of SNT: Third Party & Self-Settled - 02:17
Requirements for Self-Settled SNT - 03:50
Planning Choices - 05:10
Advantages & Disadvantages of an SNT - 06:11
Establishing a Court Created SNT - 08:34
Local Rule 611.08 & California Rules of Court 7.903 - 12:32
Acceptable Medicaid Payback Provision in SNT - 17:06
Probate Code 3600 - 21:17
Court Supervised SNT Notice Requirements - 22:13
Alternative Petitions: Pooled Trusts & Cal ABLE - 23:00
Speakers: Christina McGonigle, Amy Haupert
Length: 22:44
Chapters
Overview - 00:16
Best Interest of the Child - 00:49
Guardianship of the Person - 02:24
Alternatives to Guardianship of the Person - 04:30
Alternatives to Guardianship of the Estate - 05:41
Procedures to Establish a Guardianship - 08:00
Notice Requirements - 10:20
Special Notice (Indian Child Welfare Act) - 13:19
Procedures Following the Filing of the Petition - 14:50
Guardianship of the Estate - 17:01
Investigations Prior to Hearing - 18:13
Procedures Following the Hearing - 19:02
Annual Review of Guardianship - 20:06
Helpful Online Resources - 20:37
Speaker: Christina McGonigle
Length: 16:19
Chapters
Overview - 00:22
Two Kinds of Limited Conservatorship - 01:06
Who Limited Conservatorship is For - 01:51
Purpose of Limited Conservatorship - 02:51
Conservatorship of the Person & Estate - 03:12
Role of the Court - 03:48
7 Powers of the Limited Conservator - 04:41
Procedures to Establish a General Conservatorship - 06:06
Notice Requirements - 08:22
Procedures Following the Filing of the Petition - 09:27
Investigations Prior to Hearing - 11:14
Procedures Following the Hearing - 11:46
Additional Procedures & Sources - 12:59
Speaker: Gianna Gruenwald
Length: 47:52
Chapters
Trial Readiness, Scheduling, & Guidelines - 00:37
Trial Procedures: In Person v. Remote - 04:44
Courtroom Etiquette & Decorum - 07:47
Opening Statements - 09:06
Examination of Witnesses - 10:16
Surrounding Area - 14:05
Presentation of Exhibits - 15:21
Objections & Responses - 19:25
Exhibit Tags (Form L-0529) - 22:25
Common Types of Evidence Used in Probate Cases - 23:14
Common Rules of Evidence Used in Probate Cases - 30:15
Authenticating Documents & Exhibits - 35:02
Oral & Written Closing Arguments - 37:27
Avoiding Judge’s Pet Peeves - 40:21
Speaker: Hon. Ebrahim Baytieh
Length: 19:02
Chapters
Introduction to the CARE Act - 00:17
What CARE Act Is & What It Is Not - 00:54
Eligibility Criteria – WIC5972 - 01:41
Ineligible Criteria - 03:14
Involved Parties - 03:49
Who Can File a Petition - WIC 5974 - 05:17
Respondent’s Rights - 07:11
CARE Court Process - 09:06
CARE Agreement/Plan - 13:15
Accountability - Respondent - 14:51
Accountability - County - 15:51
End of Process - 16:24
Conclusion - 17:44
Speaker: Lori Muñoz
Length: 03:34
Speaker: Elizabeth Augustine
Length: 08:45
Chapters
Remote Hearing Options for Superior Court - 00:31
Preparing for Your Remote Hearing - 00:58
Appellate Appearance Procedure and Information - 01:22
Remote Options Civil Limited, Unlimited, Complex - 01:49
Civil Policies and Procedures and General Info - 02:10
Guidelines for Remote Proceedings - 02:35
Administrative Order 23/06 - 02:57
Civil Administrative Orders - 03:26
Small Claims, Unlimited/Complex Civil Remote Links - 04:26
Mobile Application QR Code - 04:59
Appearance Procedure and Information Links - 05:28
Civil Fee Payment Portal - 05:53
Probate/Mental Health Remote Appearances - 06:21
Probate/Mental Health Policies, Procedures & Info - 06:40
Probate/Mental Health Remote Appearance Button - 06:59
Probate Mental Health Remote Links - 07:35
Remote Hearing Options for Superior Court - 07:47
Closing Information and More Details - 08:30