Dominic J. Campisi - San Francisco, CA

• Fiduciary
• Trust and Estate Litigation
• Dispute Resolution Mediation, Settlement, Arbitration
• Expert Witness
• Arbitration

• Of Counsel

• English

• U.S. Court of Appeals 9th Circuit, 1975
• U.S. District Court Northern District of California, 1976
• U.S. District Court for the District of Minnesota, pro hac vice
• U.S. District Court for the District of Hawaii, pro hac vice, 1976
• U.S. District Court for the District of Oregon, pro hac vice
• U.S. District Court for the Eastern District of Washington, pro hac vice
• U.S. District Court for the Western District of Washington, pro hac vice
• U.S. District Court for the Northern District of Ohio, pro hac vice
• U.S. District Court for the Southern District of Ohio, pro hac vice
• U.S. District Court for the District of Nevada, pro hac vice
• California, 1974

• State Bar of California, 1974 - Present (Member)
• American Bar Association (Member)
• American Bar Association, Litigation (Member)
• American Bar Association, Dispute Resolution (Member)
• American Bar Association, Real Property (Member)
• American Bar Association, Trust and Estate Law (Member)
• American Bar Association, Estate and Trust Litigation Committee, Section on Real Property, Probate and Trust Law (RPPTL), 1984 - 1988 (Chairman)
• American Bar Association, Estate and Trust Litigation Committee, Section on Real Property, Probate and Trust Law (RPPTL), 1981 - 1984 (Vice-Chairman)
• American Bar Association, Estate and Trust Litigation Committee, Section on Real Property, Probate and Trust Law (RPPTL), 1988 - 1996 (Vice-Chairman)
• Book and Media Committee, RPPTL, 1989 - 1990 (Editor)
• Litigation, Malpractice, Ethics and Malpractice, and Bioethics and the Law Committee (Chair)
• National Conference of Corporate & Fiduciary Lawyers, Standing Committee on Biotechnology and the Law (Member, 2011)
• Council of RPTEL, 2000 - 2006 (Member)
• Council of RPTEL (Member, 2011)
• Subcommittee on Fiduciary Surcharge, Litigation Committee of ACTEC (Chair)
• International Academy of Estate and Trust Law, 1997 to present (Practitioner Academician)
• National College of Probate Judges, (Attorney Member, 1995-1998)
• American Bankers Association, National Graduate Trust School, 1998-2007 (Faculty Member)
• National Conference of Lawyers and Corporate Fiduciaries (Member, 2000-2006 and 2011 to present)
• American Bar Association, Continuing Legal Education Committee (Member, 2006-2014)
• American Bar Association, Litigation and Dispute Resolution Group, 2004-2007 (Group Chair)
• American Bar Association, Committee on Ethics and Malpractice, Probate and Trust Division, 1996-2003 (Chair)
• American Bar Association, Committee on Bioethics, 2002 – 2004 (Co-Chair)
• American Bar Association, Study Committee on Law Reform, 1996-1998 (Vice-Chair)
• American Bar Association, Standing Committee on Bioethics and the Law (Member, 1999-2003)
• San Francisco Bar Association (Settlement Panel Member, 1987 to present)
• San Francisco Bar Association, Estate and Trust Litigation Subcommittee, (Co-Chairman, 1991-1996)
• Fellow, American College of Trust and Estate Counsel, 1991, present; member, Litigation Committee; chair of subcommittee on Interference with Right to Inherit and Other Torts, 1997 to 2000. Chair of subcommittee on Fiduciary Surcharge and Damages, 2003 - Present
• Practitioner Academician, International Academy of Estate and Trust Law, 1997 - Present
• Attorney Member, National College of Probate Judges, 1995-1998, 2004 to present
• Faculty Member, American Bankers Association, National Graduate Trust School, 1998-2007

• California CEB on probate and trust litigation, Real Property Remedies and litigation and Escrow Disputes, Lecturer
  
• National College of Probate Judges, Attorney Member
  
• International Academy of Estate and Trust Law, Academician
  
• American Bankers Association National Graduate Trust School, Faculty Member
  
• American Bankers Association, Lecturer
  
• Office of the Comptroller of the Currency, Lecturer
  
• Federal Financial Institutions Examination Council, Lecturer
  
• Fiduciary Investment Risk Management Association, Lecturer
  
• ALI-CLE, Lecturer
  
• National College of Probate Judges, Lecturer
  
• Continuing Education of the Bar, California - Lecturer, 1981-present. Estate and Trust Litigation, 1981, 1982, 1986, 1989, 1991, 1994, 1996
  
• Lecturer for the Office of the Comptroller of the Currency, FDIC and Federal Fiduciary Investment Examination Council, 1985 - 2020
  
• Lecturer for National Association of Trust Audit and Compliance Professionals and Fiduciary Investment Risk Management Association , 1985 - 2020
  
• “Fiduciary Remedy and Damage Study” - editor and author, (Case and Statutory law in 50 States on remedies for breach of trusts), Fiduciary Litigation Committee, ACTEC, 2018 - Present
  
• “Heirs in the Freezer: Bronze Age Biology Confronts Biotechnology” 36 ACTEC Journal 179, 2010 (with Claudia Lowder and Naznin Bomi Challa)
  
• “Fiduciary Litigation Highlights: Ethical Dilemmas,” Trust and Investments, July-August 2012 at 33
  
• “Trustee Liability and Damages” Firma Forum 2012 Issue 2 at 14
  
• “Trust Officer Ethics: Sources and Meanings” American Bankers Association, Trust Letter, December 2013
  
• “Elder Abuse Liability,” 23 ALI Estate Planning Course Materials Journal 4-64, June 2017
  
• “Fiduciary Remedy and Damage Study.” Editor and author, (Case and Statutory law in 50 States on remedies for breach of trusts), Fiduciary Litigation Committee, ACTEC, March 2018
  
• "Concepts Colliding: Unitrusts, Modern Portfolio Theory, and Trustee Liability and Profitability," American Bankers Association Trust & Investments, November/December 1999
  
• “The Perils of Prosperity: What Goes Up Will Likely Result in Surcharge,” 2001 Heckerling Institute (Chapter 12), 2001
  
• “ Competence and the Duty of Impartiality,” 140 Trusts and Estates 45, May 2001 • Index Returns as a Measure of Damages in Fiduciary Surcharge Cases,” 140 Trusts and Estates 18, June 2001
  
• “Two Fiduciary Duties that Are Often Overlooked,” 140 Trusts & Estates 17, September 2001
  
• “Of Delegating and Double-Dipping,” 142 Trust & Estates 62, January 2004 with Andrew Zabronsky
  
• “Procedural Prudence -- I”, 103 Trust & Investments 46, “Part II” 104 Trust & Investments 44, 2005
  
• “Procedural Prudence -- IIII”, 105 Trust & Investments 48, 2005
  
• “Surprising Decisions” Trusts & Estates at 57, September 2005
  
• “Fiduciary Litigation Trends,” Firma Forum, Fall , 2005, at 26; Spring, 2006
  
• “Investment Discretion and Directed Trustee Liability,” Trust & Investments, July 2006
  
• “Fiduciary Litigation Update,” Firma Forum, Spring, 2006 at 6, Summer, 2006 at 40
  
• “Marshall v. Marshall: Rashomon Revisited,” 21 Probate & Property,” 8, January/February 2007
  
• “Learning from Disasters and Near Disasters,” 3 FIRMA Forum 40, Winter 2007
  
• “The Morals of the Marketplace” ethical duties of fiduciaries, Trust & Investments, July 2007
  
• “Mandatory Arbitration in Probate and Trust Disputes; Recent Decisions,” 4 The Journal, National College of Probate Judges, at 13, Fall 2007
  
• “The Sensitive and Inflexible Rule of Fidelity,” ABA Trust and Investments, July 2008
  
• “Litigation coming to a Courtroom Near You,” ABA Trust and Investments, July 2009
  
• “Bleeding Orange: The Impact of Attorneys’ Fees on the Robertson Litigation and Settlement,” 3 ACTEC Newsletter 45, 2009
  
• ”Fiduciary Liability: Bashing or Normalcy” 136 Trust and Investments 8, July 2010
  
• “Heirs in the Freezer: Bronze Age Biology Confronts Biotechnology,” 36 ACTEC Journal 179 (with Claudia Lowder and Naznin Bomi Challa), 2010
  
• “Surcharge for Failure to Diversify,” The Forum, 2011 Issue 1 at 16
  
• “Be Good or Beware: Ethical Violations by Fiduciaries, Trust and Investments, July/August 2011 at 6
  
• “Trust Officer Ethics: Sources and Meanings” American Bankers Association Trust Letter, December, 2013
  
• "Civil Disturbance Regulations: Threats Old and New", 50 Indiana Law Journal 757, 1975
  
• "Estate of Buck: Frustration of a Charitable Purpose," 124 Trusts and Estates 70, January 1985
  
• "Alternatives to Litigation in Trust and Probate Proceedings", 42 The Arbitration Journal 30, September 1987
  
• "Courts Change Standards of Conduct for Trustees", 127 Trusts and Estates 39, January 1988
  
• "Requests for Admissions", California Continuing Education of the Bar, 2 Civil Discovery Practice in California 667, 1988
  
• Revisions Editor for Chapters 11-14, Continuing Education of the Bar, California Trust Administration, Second Edition, 1990
  
• "Emerging Damages Claims and the Right to Jury Trials in Fiduciary Litigation," 27 Real Property Probate and Trust Journal 541 (co-author with Latham and Ross) (50 State Survey), 1992
  
• "Litigation Becomes Electra," Probate and Property, May/June 1999
  
• "Joint Tenancy Accounts: An Un-Uniform Law" 30 Real Property Probate and Trust Journal 399, Fall 1995
  
• "'The Punctilio of an Honor the Most Sensitive': An Uncomfortable Perch" California Trust and Estates Quarterly, Winter, 1995
  
• "Disclosure of Administrative Advice of a Fiduciary's Counsel" California Trust and Estates Quarterly, Fall, 1997
  
• "Theory Becomes Law: Applying Restatement Third of Trusts to the Real World of Surcharges," Trust & Investments, November/December 1998 "Estates and Trusts: Dispute Resolution and Litigation" (audio tape), 1989; (video tape, 1991), (video tape, 1994)
  
• “Escrow Disputes,”CEB 1985-1987
  
• “Litigation Aspects of Court Supervision,” 7th Annual UCLA-CEB Estate Planning Institute, 1985
  
• "Honored in the Breech: Presidential Authority to Execute the Laws with Military Force", 83 Yale Law Journal 130, 1973
  
• Lecturer, Legal Assistance to Seniors, Remedies for Elder Abuse, Cognitive Decline
  
• Tax Section of the California State Bar "A Dangerous Instrumentality" Malpractice Claims in Estate Planning and Administration, 1996
  
• Probate Section of the California State Bar, "Keeping out of Trouble: Ethical Problems & Solutions for Estate Planners and Estates and Trusts Practitioners" 1996
  
• Probate Section of the California State Bar, Mock Trial of a Disputed Will and Trust Matter, Respondent's Counsel, May 1999, San Francisco
  
• American Bar Association, Lecturer, 1981-present
  
• American Bar Association, “Alternatives to Litigation,” New York, 1985
  
• American Bar Association, “Fiduciary Litigation,” Toronto, August 1988
  
• American Bar Association, “Escape from Bleak House: Alternatives to Litigation", Hawaii, August 1989
  
• American Bar Association, “A Legacy of Litigation, Attacks on Testamentary and Inter Vivos Transfers,” Orlando, April 1991
  
• American Bar Association, Estate and Trust Litigation,” Atlanta, 1991
  
• American Bar Association, “Marshalling Assets for Decedents and Conservatees,” Orlando, April 1993
  
• American Bar Association, “Deposing and Examining Expert Witnesses at Trial,” Orlando, April 1993
  
• American Bar Association, “Do We Need a New Standard for Removal of Trustees and Termination of Trusts,” New York, August 1993
  
• American Bar Association, “Litigation Becomes Electra: Settlement of Real Property, Probate and Trust Disputes,” Washington, D.C., May 1994
  
• American Bar Association, “Joint Tenancies, an Un-Uniform Law,” Washington, D.C. May 1994
  
• American Bar Association, Counseling the Fiduciaries: "The Search for the Deep Pocket--Is it Yours?" San Diego, May 1996
  
• American Bar Association, “Avoiding Malpractice,” Washington, D.C. May 1997
  
• American Bar Association, “Malpractice in Settlements: Trial of the Case Within the Case,” Toronto, August 1998
  
• American Bar Association, "Damages for Breach of Trust," ALI-ABA, San Francisco, June 1999, Boston, 2001, San Francisco, July 2002
  
• American Bar Association, "Attorneys as Fiduciaries," Atlanta, August 1999
  
• American Bar Association, “Modern Investments, Modern Damages, Old Dilemmas,” Miami, March 2000
  
• American Bar Association, “Collusion with the Trustee,” San Francisco, April 2002
  
• American Bar Association, “Bioethics,” New York City, April 2003
  
• American Bar Association, “Update on Liability of Fiduciaries and their Attorneys,” Seattle, April 2004
  
• American Bar Association, “Hot Topics,” Atlanta, Litigation Section, August 2004
  
• American Bar Association, “Freezing Intent: IVF Contracts,” Tampa, ABA/Fla Bar, November 2004
  
• American Bar Association, “Damages for Breach of Trust,” and “Duty to Diversify” October 2006, Denver
  
• American Bar Association, “Myths, Realities and Liabilities Under Modern Portfolio Theory and the Uniform Prudent Investor Act,” Vancouver, B.C. September 2007
  
• American Bar Association, “Modern Portfolio Theory Suffers from Reality Check,” Hot Topics, RPTEL Council, July 2009, Chicago
  
• American Bar Association, “Escaping Bleak House: Alternative Dispute Resolution,” RPTEL Spring CLE, May 2010, Philadelphia
  
• American College of Trust and Estate Counsel, "When you Can't Ask the Decedent: Interpretation, Construction and Reformation of Wills and Trusts," March 1993
  
• American College of Trust and Estate Counsel, "The Search for the Deep Pocket," October 1999
  
• American College of Trust and Estate Counsel, “Open Architecture for Trusts,” Pittsburgh, October 2004
  
• American College of Trust and Estate Counsel, “Litigation Update,” Southeast Regional Meeting, Richmond, September 2004
  
• American College of Trust and Estate Counsel, “Document Creation and Retention” Amelia Island, Florida, October 200.
  
• American College of Trust and Estate Counsel, “Situs: Litigation Issues” Providence, Rhode Island, October 2006
  
• American College of Trust and Estate Counsel, Fiduciary Litigation, ACTEC Heart of America regional meeting, Kansas City, May 2007
  
• American College of Trust and Estate Counsel, “Undue Influence” and “Malpractice”, March 2008
  
• American College of Trust and Estate Counsel, “Damages,” Baltimore, Maryland, October 2011
  
• American College of Trust and Estate Counsel, “A Litigator’s View of Directed Trusts, Quiet Trusts and Silent Trusts: A Little Magic or a Lot of Bad Mojo?”, New Orleans, October 2014
  
• American College of Trust and Estate Counsel, “The Other Decanting,” alcoholic assets and risks, Monterey, California, October 2015
  
• CPA Organizations, Member California Society CPA Alternate Dispute Resolution Section
  
• CPA Organizations, California CPA Education Foundation, “The CPA as a Fiduciary and/or Advisor,” San Francisco and Universal City, November 2003; San Francisco, January 2005
  
• CPA Organizations, California CPA Education Foundation, “The Search for the Deep Pocket,” San Francisco, January 2013
  
• American Bankers Association, Lecturer, National Trust and Financial Services Conference, New York, "The Fiduciary Goes to War" (audio tape), 1990
  
• American Bankers Association, "Trends in Litigation," National Trust and Private Banking Conference, 1996
  
• American Bankers Association, "Trends in Surcharge Actions," Carmel, 1986
  
• American Bankers Association, Protecting the Fiduciary, "Achieving Finality" San Francisco and Boston, 1989
  
• American Bankers Association, National Conference of Lawyers and Corporate Fiduciaries, "Trends in Fiduciary Litigation and Liability, San Francisco, October 1994
  
• American Bankers Association, National Association of Trust Audit and Compliance Professionals, "War and Peace for the Fiduciary: Or How to Avoid Becoming Famous," San Francisco, March 1995
  
• American Bankers Association, National Trust Closely Held Business Association
  
• American Bankers Association, New England Trust Companies, "Fiduciary Litigation Trends," Boston, December 1996
  
• American Bankers Association, “Trust Litigation Trends,” National Trust and Financial Services Conference, Washington, D.C., 1997
  
• American Bankers Association, “The Law of the Jungle,” California Bankers Association, Annual Trust Meeting, San Francisco, September 1997
  
• American Bankers Association, The Law of the Jungle, 1998 ABA/AMA Trust, Asset Management & Marketing Conference, New York City, 1998
  
• American Bankers Association, “Trust Litigation,” National Association of Trust Audit and Compliance Professionals, New Orleans, April 1998
  
• American Bankers Association, “Case Studies in Fiduciary Liability,” American Bankers Association, National Graduate Trust School, Evanston, Ill. August 1998 and 1999 and yearly in Evanston, Chicago and Atlanta through 2008
  
• American Bankers Association, “Fear and Loathing in the Courtroom,” California Bankers Association Annual Trust Meeting, Pasadena, 1998
  
• American Bankers Association, “Litigation Update,” American Bankers Association, Wealth Management & Trust Conference, San Francisco, January 1999
  
• American Bankers Association, “Fear and Loathing in the Courtroom,” Texas Bankers Association, Austin, April 1999
  
• American Bankers Association, “Litigation Update,” American Bankers Association, Wealth Management & Trust Conference, New York, February 2000; San Francisco, February 2001; New York, January 2002; Tampa, 2003; Scottsdale, 2004; Orlando, 2005, San Diego, 2006, Orlando, 2007, San Diego, 2008; Phoenix, 2010. Miami Beach, 2011; Phoenix, March 2012, and New Orleans, March 2013; Phoenix, 2016
  
• American Bankers Association, “The Black Swans (and other Cliché) have come Home to Roost,” March 2009, San Francisco
  
• American Bankers Association, “Ethics and Liability for Trust Officers and Trustees” Wealth Management and Trust Conference, San Francisco, Feb 10, 2019
  
• American Bankers Association, "Avoiding Litigation," Silverado, California, 1991
  
• American Bankers Association, “Investment Liability,” Huron, Ohio, October 2003
  
• American Bankers Association, National Trust Closely Held Business Association, “Fiduciary Litigation,” Litchfield Island, South Carolina, September 2005
  
• American Bankers Association, National Trust Closely Held Business Association, “Fiduciary Litigation,” Santa Rosa, California, September 2011
  
• Other Banking Organizations , Trust Management Association, “Fiduciary Litigation,” Half Moon Bay, California, April 2006
  
• Other Organizations, National Trust Real Estate Association, "Trends in Surcharge - Quicksand or Terra Firma," San Francisco, May 1995
  
• Other Organizations, Office of the Comptroller of the Currency, "Fiduciary Litigation," Minneapolis, August 1996
  
• Other Organizations, National College of Probate Judges, "Expert Witnesses in Trusts and Estate: Competency and Undue Influence," Newport, Rhode Island, May 1995
  
• Other Organizations, Heirs, Palm Beach, Florida, January 1997,” Removing Trustees; Surcharging Trustees”
  
• Other Organizations, Eugene, Oregon, Estate Planning Council, March 1998, “Modern Portfolio Theory and Fiduciary Investments”
  
• Other Organizations, Sacramento Estate Planning Council, January 1999, 2002

• American College of Trust and Estate Counsel, Fellow
• Super Lawyer, Probate and Trust, San Francisco, 2005-2020

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