Estate Attorney Los Angeles

Attorney Bio John T. Rogers, Jr. Partner location PAGE 1 / contact info Partner in the Los Angeles Office Phone: Fax: E-Mail: Web: 213.892.4903 213.452.8044 jrogers@luce.com www.luce.com/johnrogers PRACTICES / INDUSTRIES   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. Family Wealth & Exempt Organizations Fiduciary Litigation memberships Member, Los Angeles County Superior Court Probate Mediation Panel. Member and past Chair, Los Angeles County Bar Association Trusts and Estates Section. Member and former Executive Committee member, Los Angeles County Bar Association Taxation Section. Member and past President, Los Angeles Estate Planning Council. Chair, American College of Trust and Estate Counsel (ACTEC) Professional Responsibility Committee. Member and past Chair, ACTEC Technology in the Practice Committee. 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. BAR ADMISSIONS  California COURTS  USDC - C Dist Cal EDUCATION   JD, UCLA School of Law, 1981 BA, Stanford, 1978 with distinction Tau Beta Pi WWW.LU CE .COM Attorney Bio recognition John T. Rogers, Jr. Partner PAGE 2 Martindale-Hubbell® AV Rating. The Best Lawyers in America® - Most Recent Listing: 2009 - 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. WW W.LUC E .COM Attorney Bio John T. Rogers, Jr. continued Partner PAGE 3 presentations 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. WW W.LUC E .COM Attorney Bio John T. Rogers, Jr. continued Partner PAGE 4 presentations 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. WW W.LUC E .COM Attorney Bio John T. Rogers, Jr. continued Partner PAGE 5 presentations 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. WW W.LUC E .COM