Margaret G. Lodise - Los Angeles, CA

Overview

Awards and Honors

Super Lawyers® Selectees

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Margaret G. Lodise included in a Super Lawyers® list

Education

• Legal Education

  • University of California at Los Angeles (UCLA) School of Law, Los Angeles, California, 1988
    Honors: Member, Moot Court Honors Program
  • Loyola Law School, Los Angeles, California, 2002
    LL.M.
    Major: Taxation

• Non Legal Education

  • Pomona College, Pomona, California, 1985
    Honors: cum laude

Current Employment Position(s)

• Partner

Past Positions

• Orrick, Herrington & Sutcliffe
• Ross, Sacks & Glazier, Partner

Classes and Seminars

• Co-led the wrap up panel to discuss the significant themes of the conference, 60th Annual Heckerling Institute on Estate Planning, January 2026
  
• Speaker, "How Did Everything Go So Wrong? The Interaction Between Estate Planners, Fiduciary Counsel and Fiduciary Litigators in Representing Their Respective Clients," ACTEC Fall Meeting, September 2024
  
• Presenter, “Clients with Diminished Capacity: Facts, Strategies & Ethics,” Continuing Education of the Bar – California, June 2024
  
• Speaker, “How to Protect Your Charity,” Hawaii Tax Institute 60th Annual Conference, November 2023
  
• Guest, “Hiring, Examining and Being an Expert Witness," ACTEC Trust & Estate Talk Podcast, April 2023
  
• Moderator, “Be Overqualified, Not Overconfident! Hiring, Examining and Being an Expert Witness,” American College of Trust and Estate Counsel, 2023 Annual Meeting
  
• Speaker, "Ethical Issues Arising in the Representation of Fiduciaries and Beneficiaries,” ALI CLE, October 2022
  
• Speaker, "Multi-Generational Representation & Other Common Representation Trickiness," American College of Trust and Estate Counsel, July 2022
  
• Speaker, "Planning for Probate Contests," Skills Training for Estate Planners hosted by the American Bar Association Section of Real Property, Trust & Estate Law, August 2022
  
• Touching the Third Rail: Diversity, Culture and Ethics in Estate Planning, ALI CLE’s Estate Planning Course Materials Journal, July 2022; 55th Annual Heckerling Institute on Estate Planning sponsored by the University of Miami School of Law, and published by LexisNexis, 2022
  
• 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

Pro Bono Activities

• San Fernando Valley Bar Association: Probate Settlement Officer
• Loyola Law School: Adjunct Professor, 2011–2018
• City Club of Los Angeles: Board of Governors, 2003–present
• Pomona College: Board of Trustees, 2007–2023; Trustee Emerita, 2023–current
• Pomona College: Presidential Search Committee, Chair, 2016
• Pomona College: Torchbearers Board, President, 2007–2010

Published Works

Articles

• The Impact of NCBE Dropping Wills & Trusts from the Next Gen Bar Exam, Published: Daily Journal, November 2024
  
• Ethical Considerations in the Representation of Fiduciaries and Beneficiaries, Published: Daily Journal, February 2023
  
• Crisis in Conservatorships, Published: California Trusts & Estates Quarterly – Volume 13, Issue 1, Spring 2007, Co-authored by Margaret G. Lodise, Edward J. Corey, Jr., Peter S. Stern
  

Bar Admissions

• California, 1988

Other Affiliations

• American College of Trust and Estate Counsel (ACTEC), President (2026-2027); Chair of the Search Committee for new Executive Director; Member of the Board of Regents, Fiduciary Litigation Committee, Professional Responsibility Committee and Long-Range Planning Committee; past Chair of the Fiduciary Litigation Committee and the Amicus Briefs Committee; past member of Financial Management Committee and Program Committee
• 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