Estate Planning Attorney Los Angeles by GreenMeansGo

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									Attorney Bio         John T. Rogers, Jr.     Partner
                                                                                                              PAGE 1



                                                  location       /    contact info

                                                  Partner in the Los Angeles Office

                                                  Phone:             213.892.4903
                                                  Fax:               213.452.8044
                                                  E-Mail:            jrogers@luce.com
                                                  Web:               www.luce.com/johnrogers

                                                  John Rogers specializes in trust, estate, and conservatorship
                                                  administration and litigation, as well as estate planning,
                                                  alternative dispute resolution, and professional responsibility.
                                                  In trust and estate administration, Mr. Rogers has represented
                                                  both fiduciaries and beneficiaries in a variety of highly complex
                                                  and often disputed matters. He has acted as an expert witness
                                                  or consultant in a number of cases involving such issues as
                                                  breach of fiduciary duty and attorney ethics and malpractice.
  PRACTICES / INDUSTRIES
  
      Family Wealth & Exempt Organizations
  
      Fiduciary Litigation                        memberships

                                                  Member, Los Angeles County Superior Court Probate Mediation
  BAR ADMISSIONS                                  Panel.

     California                                  Member and past Chair, Los Angeles County Bar Association
                                                  Trusts and Estates Section.

                                                  Member and former Executive Committee member, Los Angeles
  COURTS                                          County Bar Association Taxation Section.
  
      USDC - C Dist Cal
                                                  Member and past President, Los Angeles Estate Planning
                                                  Council.

                                                  Chair, American College of Trust and Estate Counsel (ACTEC)
  EDUCATION
                                                  Professional Responsibility Committee.
     JD, UCLA School of Law, 1981
     BA, Stanford, 1978                          Member and past Chair, ACTEC Technology in the Practice
         with distinction                         Committee.
         Tau Beta Pi
                                                  Member, ACTEC Fiduciary Litigation Committee.

                                                  Former Member, ACTEC Nominating Committee and Arbitration
                                                  Task Force.

                                                  Member, Society of Trust and Estate Practitioners (STEP).

                                                  Member, Los Angeles Chamber Orchestra Professional Advisory
                                                  Council.




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Attorney Bio          John T. Rogers, Jr.                  Partner
                                                                                                                                PAGE 2




 recognition

  Martindale-Hubbell® AV Rating.

  The Best Lawyers in America® - Most Recent Listing: 2010 - Trusts and Estates.

  Certified by the State Bar of California Board of Legal Specialization as a specialist in estate planning, trust and probate law.

  Southern California Super Lawyers - 2004-2009 - Estate Planning & Probate, Trust & Estate Litigaiton, Alternative Dispute
  Resolution.

  Who’s Who in American Law.



 publications

  Co-author, “Trusty Trustees - What Every Trustee Should Know About California Law,” 73 California CPA 31 (March/April
  2005).

  Author, “Who’s the Client? Ethics for Trust and Estate Counsel,” 10 ALI-ABA Estate Planning Course Materials Journal 37
  (August 2004).

  Co-author, “Statutes of Limitations for Malpractice Claims in Estate Planning,” 31 Estate Planning 259 (June 2004).

  Contributing author, “Modification of Duties and Liabilities of Trustees,” 29 ACTEC Journal 114 (2003).

  Contributing author, “Contesting Inter Vivos Trusts,” 26 ACTEC Notes 221 (2000).

  Consultant, “Drafting California Revocable Living Trusts” (California Continuing Education of the Bar).

  Author, “Avoiding Malpractice Claims in Planning and Administration,” 22 Estate Planning 359 (November/December 1995).

  Co-author, California Practice Guide: Trusts - Administration and Litigation (The Rutter Group, publication pending).



 presentations

  Speaker, Rutter Group Presentation: “Challenging the Will: NEW No-Contest Legislation; What Impact on Existing Instruments?”
  San Francisco, Los Angeles and San Diego, April 2009.

  Speaker, “But My Computer Ate It - Secrets You Need to Know About Electronic Information and E-Discovery,” American
  College of Trust and Estate Counsel Western Region Meeting, Koloa, Kauai, Hawaii, September 2008.

  Moderator and Panelist, “Estate and Trust Litigation 2008,” The Rutter Group, Los Angeles and San Francisco, California,
  March 2008.

  Speaker, “Ethical Issues for Estate Planners,” national teleseminar sponsored by various state bar associations,
  December 2007.




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Attorney Bio          John T. Rogers, Jr.                  Partner
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 presentations            continued


  Speaker, “Who’s the Client? Ethics for Trust and Estate Counsel” (Including Comments on the Fourth Edition of the ACTEC
  Commentaries), Orange County Bar Association, Orange, California, September 2007.

  Panelist, “Simplified Trial Resolution from an Estate Planner’s and a Litigator’s Point of View,” 41st Annual Heckerling Institute
  on Estate Planning, Orlando, Florida, January 2007.

  Speaker, “What’s Hot in Trusts and Estates: Recent Cases and Legislation,” Los Angeles Estate Planning Council, Los Angeles,
  California, November 2006.

  Speaker, “Who’s the Client? Ethics for Trust and Estate Counsel” (Including Comments on the Fourth Edition of the ACTEC
  Commentaries), 37th Annual Estate Planning Institute, Practising Law Institute, San Francisco, California, October 2006.

  Moderator and Panelist, “Solving Complex Issues in Estate and Trust Litigation,” The Rutter Group, San Francisco and Los
  Angeles, California, April 2006.

  Speaker, “Who’s the Client? Ethics for Trust and Estate Counsel” (Including Comments on the Fourth Edition of the ACTEC
  Commentaries), American College of Trust and Estate Counsel Western Region Meeting, Seattle, Washington, May 2005.

  Speaker, “Who’s the Client? Ethics for Trust and Estate Counsel,” State Bar of California Section Education Institute, San
  Francisco, California, January 2005.

  Moderator and Panelist, “Trust Administration and Litigation 2004,” The Rutter Group, San Francisco and Los Angeles,
  California, June 2004.

  Speaker, “Ten Things You Should Know About Community Property,” California Society of Certified Public Accountants, Los
  Angeles, California, June 2004.

  Speaker, “Ethical Issues in Practice; Important Fiduciary Litigation,” American Law Institute - American Bar Association, New
  York, New York, April 2004.

  Speaker, “New Legislative Issues in Estate Planning,” Los Angeles Estate Planning Council, Los Angeles, California, January
  2004.

  Speaker, “Ethical Issues in Practice; Important Fiduciary Litigation,” American Law Institute - American Bar Association, San
  Francisco, California, November 2003.

  Speaker, “Litigating the Undue Influence Issue,” National College of Probate Judges, Hilton Head, South Carolina, November
  2003.

  Speaker, “Ethics Issues for New Attorneys,” Beverly Hills Bar Association, Beverly Hills, California, July 2003.

  Speaker, “The Duties of an Arizona Fiduciary’s Lawyer to Non-Clients,” State Bar of Arizona, Phoenix, Arizona, May 2003.

  Panelist, “Estate and Trust Litigation,” The Rutter Group, Los Angeles, California, April 2003.




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 presentations            continued


  Speaker, “Who’s the Client? Ethics for Trust and Estate Counsel,” Beverly Hills Bar Association, Beverly Hills, California, March
  2003.

  Speaker, “Ethics for Fiduciary Counsel, Pasadena Bar Association,” Pasadena, California, October 2002.

  Speaker, “Doing the Right Thing and Winning: Ethics for Trust and Estate Counsel,” Indiana Continuing Legal Education
  Forum, Indianapolis, Indiana, October 2002.

  Speaker, “Ethics for Fiduciary Counsel, Representing Estate and Trust Beneficiaries,” American Law Institute - American Bar
  Association, San Francisco, California, July 2002.

  Panelist, “Estate and Trust Litigation 2001,” The Rutter Group, Los Angeles and Orange County, California, April 2001.

  Speaker, “Construction, Instruction, and Reformation,” Third Annual ACTEC Florida/California Litigation Program, Napa Valley,
  California, November 2000.

  Speaker, “Trust Litigation 2000 - Recent Trends and Developments,” National College of Probate Judges, Indian Wells,
  California, November 2000.

  Panelist and Co-Moderator, “Trusts 2000,” The Rutter Group, San Francisco, Los Angeles, Orange County, and San Diego,
  California, March 2000.

  Speaker, “What’s New in Software and Hardware for the Trusts and Estates Practitioner,” American College of Trust and Estate
  Counsel, Wailea, Maui, Hawaii, March 1999.

  Speaker, “The Prudent Investor Rule: Practical Considerations,” Pasadena Bar Association, Pasadena, California, November
  1998.

  Speaker, “Are Trustees in Trouble?” Boys & Girls Club of Inland North County, Escondido, California, October 1998.

  Moderator, American College of Trust and Estate Counsel Western Region Meeting, Beverly Hills, California, September 1998.

  Speaker, “The Prudent Investor Rule: Practical Considerations,” Los Angeles Estate Planning Council, Los Angeles, California,
  April 1998.

  Speaker, “The Prudent Investor Rule: Practical Considerations,” Southern California Trust Officers’ Association, Los Angeles,
  California, April 1998.

  Panelist, “Estate and Trust Litigation,” The Rutter Group, Los Angeles, California, June 1997.

  Speaker, “Fiduciary Accountings: What is Required and Why,” Professional Fiduciary Association of California, Universal City,
  California, May 1997.

  Speaker, “Progressing on the Internet,” American College of Trust and Estate Counsel, Rancho Mirage, California, March 1997.




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Attorney Bio          John T. Rogers, Jr.                 Partner
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 presentations            continued


  Panelist, Mediation in the Los Angeles County Probate Court, Los Angeles County Bar Association, Los Angeles, California,
  December 1996.

  Panelist, “Probate Litigation 1995,” The Rutter Group, Los Angeles, California, May 1995.

  Speaker, “Hazardous Waste and Fiduciary Liability,” Wells Fargo Continuing Legal Education Series, Los Angeles, California,
  May 1995.

  Speaker, “Annuities and Employee Benefits,” Basic Estate and Gift Taxation and Planning, American Law Institute - American
  Bar Association, Scottsdale, Arizona, March 1995.

  Panelist, “Probate Litigation 1994,” The Rutter Group, Costa Mesa, California, May 1994.

  Moderator, “Drafting Wills and Related Estate Planning Documents,” CEB, Los Angeles and Santa Barbara, California, April
  1994.

  Speaker, “Hazardous Waste and Fiduciary Liability,” Lawyers Club of Los Angeles, Los Angeles, California, May 1993.

  Panelist, “Probate Alternatives,” The Rutter Group, Los Angeles, California, May 1993.

  Panelist, “Will Contests and Other Probate Litigation,” The Rutter Group, Los Angeles, California, April 1992.

  Panelist, “Drafting Wills and Related Estate Planning Documents,” CEB, Los Angeles and Santa Barbara, California, April
  1992.

  Panelist, “Computers in the Trusts and Estates Practice,” Los Angeles County Bar Association Annual Probate Symposium, Los
  Angeles, California, April 1991.

  Panelist, “Fundamentals of Estate Planning,” CEB, Santa Monica, California, April 1991.

  Speaker, “Special Problems Related to Trust and Probate Transfers of Entertainment-Related Assets,” Beverly Hills Bar
  Association, Beverly Hills, California, March 1990.

  Panelist, “Probate Update,” The Rutter Group, Los Angeles, California, January 1990.

  Panelist, “Fundamentals of Estate Planning,” CEB, Los Angeles, California, June 1989.

  Speaker, “Hazardous Waste and Fiduciary Responsibilities,” Los Angeles County Bar Association Annual Probate Symposium,
  Los Angeles, California, April 1989.

  Panelist, “Probate ‘88,” The Rutter Group, Los Angeles, California, October 1988.

  Panelist, “Alternatives to Probate,” The Rutter Group, Los Angeles, California, May 1987.




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