Keystone Quarterly June 2022

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Trust / Will Contest | Elder Financial Abuse | Trust Litigation | Estate Litigation | Conservatorship

KEYSTONE QUARTERLY

JUNE 2022

Summer is in full swing where friends and family are taking long awaited vacations. Here at Keystone, we’ve been busy since our last newsletter helping clients, celebrating the accomplishments of our attorneys and staff, and enjoying lots of team building and time together (in person!) as a firm. In this issue, we’ll discuss new laws about what Medi-Cal can recover from a recipient’s estate when they pass and the “special circumstances” when an estate beneficiary is permitted to sue on behalf of the estate. Also in this issue, we recognize our Super Lawyers’ Rising Stars and those who are celebrating their first big milestone with Keystone: one-year anniversary, as well as highlighting some of our fun events.

Read below to find out what we’ve been up to the past few months.

Keystone devotes its practice to probate, trust and estate litigation and administration. With around 40 employees, we are one of the largest firms in California exclusively dedicated to this practice area.

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IN THIS ISSUE

A R T I C L E S

When and What Can Medi-Cal Recover for Medi-Cal Reimbursement from a Recipient’s Estate?

Beneficiaries Suing on Behalf of a Deceased Person’s Estate — What “Special Circumstances” in California Allow It?

A N N O U N C E M E N T S

Five Keystone Attorneys Named as Rising Stars by Super Lawyers Magazine

Keystone’s Q2 Firm Events Recap

Partners Lindsey Munyer, Shawn Kerendian Attend PFAC Conference Held at Disneyland Hotel

Keystone Receives Great Place to Work Certification

We’re (Still) Hiring: Keystone looking for Senior Associate

Milestones at Keystone

ARTICLES

When and What Can Medi-Cal Recover for Medi-Cal Reimbursement from a Recipient’s Estate?

In this article, we discuss the Department’s right to Medi-Cal reimbursement and provide a broad overview of how Medi-Cal recovery rules under the current version of Section 14009.5 have changed for individuals who died before versus on or after January 1, 2017.

Beneficiaries Suing on Behalf of a Deceased Person’s Estate — What “Special Circumstances” in California Allow It?

While suing on behalf of a deceased person is usually an action carried out by the personal representative of a decedent’s estate, there are “special circumstances” in California that can enable an estate beneficiary to seek redress on behalf of the estate in lieu of the personal representative.

ANNOUNCEMENTS

Five Keystone Attorneys Named as Rising Stars by Super Lawyers Magazine

We are pleased to announce that five Keystone attorneys were named to the Rising Stars list by Super Lawyers Magazine for 2022. Partners, Lindsey Munyer and Roee Kaufman, Senior Associates, Monica Yun and James Andrade, and Associate, Ashley Blaser, who made her inaugural debut on the list.

LEARN MORE ABOUT THIS AWARD

Keystone’s Q2 Firm Events Recap

As always, creating an inclusive culture with fun workplace activities is at the forefront for Keystone’s management team. We have held several firm events for employees to enjoy since the last newsletter that ranged from happy hours to lunches to wellness and community outreach events.

READ ABOUT OUR EVENTS

Partners Lindsey Munyer, Shawn Kerendian Attend PFAC Conference Held at Disneyland Hotel

This marked Keystone’s first year attending and exhibiting at the Professional Fiduciary Association of California annual conference that was held at the Disneyland Hotel in Anaheim, California in early May.

LEARN ABOUT OUR FIRST CONFERENCE

Keystone Receives Great Place to Work Certification

We are honored to announce that Keystone has been certified as a Great Place to Work by Great Place to Work®. Great Place to Work Certification recognizes employers who create an outstanding employee experience.

READ ABOUT OUR CERTIFICATION

We’re (Still) Hiring: Keystone looking for Senior Associate

The firm continues to look for strong litigators to join our growing team! We are specifically searching for a Senior Associate with 3 or more years of experience in probate, family law or civil litigation.

READ ABOUT CAREER OPPORTUNITIES

M I L E S T O N E S

Keystone would like to recognize Steven A. Urenda, Nicole Silverstein, Elizabeth Hicks, Julia Sukhong and Renata De La Torre on each of their one-year anniversary with the firm. We are thrilled to have them as part of our growing team and appreciate all their hard work over the past year.

C O N T A C T U S

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LOS ANGELES, CA 90064

F O L L O W U S

This newsletter is for general information purposes only and is not intended to constitute legal advice. Connection to our website and communication with us through email or other electronic transmission will not create an attorney-client relationship with Keystone unless an Attorney-Client Fee Agreement is signed by you and Keystone as to the nature of any relationship and the amount to be charged for the intended legal services.

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