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KEYSTONE QUARTERLY

September 2022

For Keystone employees, the third quarter of the year was a home run—and we’re not just saying that because the Los Angeles Dodgers won the game we attended together. In this third newsletter of the year, we’ll be sharing our attorneys’ and firm’s latest accolades, how we’ve expanded, where our lawyers have been invited to share their expertise and the fun-filled ways in which our team has bonded out of the office.

Additionally, in an effort to keep our readers informed about what is happening in the world of probate and general litigation, we’ll be discussing two topics in depth: (1) The procedure established by Berroteran v. Superior Court for determining when former deposition testimony can be admitted to trial; and (2) when, according to Balisteri v. Baliesteri, must a trust’s instructions be followed in order to modify the document.

Keystone devotes its practice to probate, trust and estate litigation and administration. With 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

Berroteran v. Superior Court Clarifies Standards for California’s Former Testimony Hearsay Exception.

Amending Trust Requires Specified Trust Modification Method to Be Followed.

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

5 Keystone Attorneys Recognized as 2023 “Best Lawyers”

Partner Spotlight: Roee Kaufman

Keystone Named One of SoCal’s “Best Places to Work”

Summer Events at Keystone

Keystone’s Office Space Is Bigger and Better

Milestones at Keystone

ARTICLES

Berroteran v. Superior Court Clarifies Standards for California’s Former Testimony Hearsay Exception

What does California Evidence Code section 1291 say about admission of former deposition testimony at trial? How is a deposition different from trial testimony? The Berroteran v. Superior Court decision sets up the procedure for trial courts to determine whether California’s former testimony hearsay exception has been met.

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Amending Trust Requires Specified Trust Modification Method to Be Followed

In the recent appellate case, Balisteri v. Balisteri, the Court of Appeal held that when a trust modification method is specified in the trust instrument as a method of amendment, that method must be followed exactly for the amendment to be effective. Read an analysis of Balisteri v. Balisteri to learn the answer.

ANNOUNCEMENTS

5 Keystone Attorneys Recognized as 2023 “Best Lawyers”

LEARN MORE ABOUT THIS AWARD

Partner Spotlight: Roee Kaufman

READ ABOUT ROEE’S AWARD

READ ABOUT THE PRESENTATION

Keystone Named One of SoCal’s “Best Places to Work”

LEARN ABOUT OUR CERTIFICATION

Summer Events at Keystone

READ ABOUT OUR EVENTS

Keystone’s Office Space Is Bigger and Better

READ ABOUT OUR NEW OFFICE SPACE

M I L E S T O N E S

Keystone would like to recognize Roee Kaufman, Jim Bush, Jeffrey Oberto, Courtney Burten and Jenna Schneider on each of their anniversaries with the firm. We are thrilled to have them as part of our growing team and appreciate all their hard work.

C O N T A C T U S

11300 WEST OLYMPIC BLVD, SUITE 910
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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