Margaret G. Lodise

Margaret G. Lodise

Top Rated Family Law Attorney with 35 years of experience
Probate, Estate Planning
350 S. Grand Avenue, Suite 3500, Los Angeles, CA 90071

    About Margaret G. Lodise

    Practice Areas
    • Probate
    • Estate Planning
    Education
    • Loyola Law School, Los Angeles, California, 2002
      LL.M.
      • Major: Taxation
    • University of California at Los Angeles School of Law, Los Angeles, California, 1988
      Honors: Member, Moot Court Honors Program
    • Pomona College, Pomona, California, 1985
      Honors: cum laude
    Classes and Seminars
    • Speaker, "Murder, Tax Evasion and Haute Couture," 2022 Wealth Planning Symposium hosted by The Northern Trust Institute, April 2022
    • Speaker, "Touching the Third Rail: Diversity, Culture and Ethics in Estate Planning," Financial & Estate Planning Council of Metropolitan Detroit, November 2021
    • Speaker, "Touching the Third Rail: Diversity, Culture and Ethics in Estate Planning," 66th Annual Estate Planning Seminar, October 2021
    • Speaker, “Touching the Third Rail: Diversity, Culture and Ethics in Estate Planning,” 55th Annual Heckerling Institute on Estate Planning, May 2021
    • Moderator and Speaker, “Introducing Trust Protectors: What’s Puzzling You is the Nature of Their Game,” American College of Trust and Estate Counsel (ACTEC) National Meeting, March 2021
    • Speaker, “Love in the Time of COVID-19, Trustee and Beneficiary Harmony in Years Like 2020,” USC Trust and Estate Conference 2020
    • Co-presenter, American Bar Association Skills Training for Estate Planners – Interactive Virtual Experience, August 2020
    • Panelist, Preparing for the Unexpected: Designing and Drafting Estate Plans That Can Withstand the Heat!, 53rd Annual Heckerling Institute on Estate Planning, January 2019
    • Panelist, "Warring Siblings, Second Spouses and Quirky Personalities: The Neuroscience and Handling of Difficult Beneficiaries,” ACTEC 2019 Annual Meeting
    • Speaker, Clients with Diminished Capacity, 40th Annual UCLA/CEB Estate Planning Institute, April 2018
    • Panelist, “Shut Your Mouth! A Multidisciplinary Look at Standards of Privilege," South Bay Estate Planning Council and Long Beach Estate Planning Council Joint Meeting, July 2018
    • Webinar Co-Presenter, "I'm President and Sole Trustee: Resolving Conflicts When Fiduciaries Hold Entity Interests,", American Law Institute and American College of Trust and Estate Counsel
    • Co-Speaker, Riding the Practical and Ethical Waves of Acting as Court Appointed Counsel, The Conservatorship, Guardianship & Protective Proceedings section of the Orange County Bar Association, - November 29, 2017
    • Panelist, "Beneficiaries and Trustees Behaving Badly", Los Angeles County Bar Association 2014 Trusts and Estates Symposium, - 2014
    • Co-Speaker, "Ethics & Malpractice Issues: Protection Tips for Estate and Trusts Attorneys", Continuing Education of the Bar (CEB), - 2013
    • Adjunct Professor, Loyola Law School, "Estate and Probate Litigation", Summer Term, 2012 - 2013
    • Adjunct Professor, "Probate and Estate Litigation", Loyola Law School
    • Speaker, Various Trust and Estate Issues, Los Angeles County Bar Association
    • Speaker, Various Trust and Estate Issues, Beverly Hills Bar Association
    • Speaker, Various Trust and Estate Issues, Professional Fiduciary Association of California
    • Speaker, Various Trust and Estate Issues, California CEB
    • Speaker, Various Trust and Estate Issues, Practicing Law Institute
    • Speaker, USC Gould School of Law Trusts and Estates Conference

    Qualifications

    Bar Admissions
    • California, 1988
    Other Affiliations
    • American College of Trust and Estate Counsel (ACTEC), Secretary, Member of the Executive Committee, Amicus Review Committee, Fiduciary Litigation Committee, Program Committee, Professional Responsibility Committee, and serves as an Ombudsperson
    • Los Angeles County Bar Association, Trust and Estate Section (Member, Past Chair)
    • State Bar of California (Trusts and Estates Executive Committee Member, Past Chair)
    • Women Lawyers' Association of Los Angeles (Member, Past President)
    Past Positions
    • Orrick, Herrington & Sutcliffe
    • Ross, Sacks & Glazier, Partner

    Fees

    • Accepts Credit Cards

    Office Info

    map bg
    Margaret G. Lodise
    Phone:
    (213) 617-2049
    Website:
    https://www.trustlitigation.la
    Address:
    350 S. Grand Avenue, Suite 3500, Los Angeles, CA 90071
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    • Probate
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    The power of the lawyer is in the uncertainty of the law.