Keystone Quarterly March 2022
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KEYSTONE QUARTERLY

MARCH 2022

For our first newsletter of 2022, we have much to report, including our team members’ latest accolades, firm anniversaries, firm news, and open positions at the firm. We also are proud to highlight some of our most significant 2021 successes with a summary of each case. Finally, in an effort to keep legal professionals apprised of important probate developments, we have included an article that outlines the recent changes to conservatorship and guardianship law (which will be of particular interest to attorneys who represent private fiduciaries), and another article on the noteworthy California Court of Appeal case Estate of Wall, which addresses whether the title presumption or community property presumption has primacy in the context of probate. Keystone devotes its practice to probate, trust and estate litigation and administration. We are one of the largest firms in California exclusively dedicated to this practice area.

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ARTICLES

Changes to Conservatorship Law May Affect Private Fiduciary Clients

Legislation went into effect in 2022 changing California conservatorship law to address widespread concerns about conservatee rights and fiduciary misconduct stemming from the Britney Spears conservatorship. It is important that attorneys representing private fiduciaries take note of these changes.

Estate of Wall: Does the Community Property or Title Presumption Control Real Property in Probate?

What happens when the title to an asset conflicts with community property laws? Estate of Wall provides clarification about whether the title presumption or community property presumption prevails in a probate property dispute.

2021 Success Stories

Keystone is proud to share summaries of some of its 2021 successes in the hope that they will inspire those facing a similar situation to seek help from an experienced probate attorney to achieve a successful resolution.

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ANNOUNCEMENTS

Four Partners Honored As 2022 Super Lawyers
Keystone is pleased to announce that Shawn S. Kerendian, Verlan Y. Kwan, Joshua D. Taylor and Cliff Melnick were named as 2022 Super Lawyers by Super Lawyers Magazine. This marked the seventh year that Keystone attorneys have been named as Super Lawyers by the publication.
Attorney Spotlight: Verlan Y. Kwan
Verlan Kwan is a Partner with almost 16 years of experience and a member of the Executive Committee at Keystone. She not only oversees business strategy and direction at the firm, but also manages several attorneys and staff members as the supervisor of the Estate and Trust Administration department. Verlan has been with Keystone since its founding and has been an integral part of its growth.
We’re Hiring! See Our New Careers Page
Keystone is excited to announce that we have launched a new careers page highlighting not only the firm’s open positions, but everything the firm has to offer for prospective employees, including our wonderful benefits and opportunities for mentorship and growth. Click to learn more about our open positions.
Keystone Celebrates Employee Appreciation Day
Employee Appreciation Day was Friday, March 4th 2022. To celebrate and show our appreciation to all our team members, Keystone decided to celebrate for a whole week. Our stellar HR team put together daily activities as a thank you to our employees for all their hard work.

M I L E S T O N E S

Please join us in congratulating Partner Cliff Melnick and Senior Associate James K. Andrade on their one-year anniversary here at Keystone! Keystone was fortunate to have both Cliff and James join on March 1st of last year, and they have been wonderful additions.

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Cliff Melnick

James K. Andrade

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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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Stay up to date with the latest news in the exciting world of probate law through our quarterly newsletter, The Keystone Quarterly. 

Each issue provides insight into the latest probate developments, delves into some of Keystone’s more interesting cases, and gives important updates about our firm. The Keystone Quarterly is a must-read for attorneys and clients alike.