First Admitted: 1988, California

Professional Webpage: https://www.caricofirm.com/professionals/christopher-d-caric...

Bar/Professional Activity:

Los Angeles County Bar Association, 2012 - 2020
South Bay Bar Association, 2005 - 2020
Member, Trusts and Estates Executive Committee, California State Bar, 2014 - 2020

Special Licenses/Certifications:

California State Bar, Board of Legal Specialization, certified specialist in Estate Planning, Trust & Probate Law, 1994-2024

Pro bono/Community Service:

Panel Member, Los Angeles County Superior Court Probate Settlement Officer Panel

Honors/Awards:

Best Lawyers in America®, Trusts & Estates 2010-2024, U.S. News/Best Lawyers
Southern California Super Lawyers® Top 100 Southern California Lawyers, 2021-2024
Best Lawyers in America®, Litigation – Trusts & Estates, 2011-2024, U.S. News/Best Lawyers
Southern California Super Lawyers®, Estate & Trust Litigation, 2009-2024
Los Angeles County Bar Association Trial Advocacy Project, Graduate Volunteer Prosecutor: 2003, Los Angeles County Bar Association
Order of the Coif, Loyola Law School in Los Angeles
Martindale Hubbell Rating, AV, 1998-2024
Southern California Super Lawyers, Estate Planning & Probate, 2009-2022, Super Lawyers

Educational Background:

Occidental College, B.A. in Economics, 1983

Scholarly Lectures/Writings:

The Initial Client/Family Interview: Detecting Potential Abuse and Undue Influence Before it Happens, California Lawyers Association, Second Annual Financial Elder Abuse Symposium, Los Angeles, California, March 29, 2019.
Satisfying the UPIA through Professional Investment Advice and the Creation of the Investment Policy Statement, California Trusts & Estates Quarterly, Issue 4, Volume 13, 2008
CPA as Client Trustee: Is the Compensation Worth the Liability? WebCPA,July 28, 2009
Escaping the LPS Revolving Door, California Trusts & Estates Quarterly, Issue 1, Volume 16, 2010
Use of Psychotropic Medicines in Probate Conservatorships, Los Angeles County Bar Association, Aviva K. Bobb Advanced Probate Volunteer Panel Attorney Training Symposium, October 22, 2011
Trust Your Dog: Estate Planning for Pets in California, Los Angeles Daily Journal, August 8, 2012
Bringing Beneficiaries to the Mediation Table: Drafting Enforceable Trust Provisions Requiring Mediation of Disputes During Post-Death Trust Administration, California Trusts & Estates Quarterly, Issue 2, Volume 20, 2014
Partnering with Estate Planning Counsel, Merrill Lynch, Wealth Structuring Institute, May 13, 2014, Omni Hotel, Los Angeles
Pre and Post Sale Planning for You, Your Company and Your Family, Conference for Business Owners: M&A Solutions for Privately Held Companies, sponsored by Bank of America/Merrill Lynch/U.S. Trust, April 29, 2015, Montage Hotel, Beverly Hills
Understanding the Remedies Available for Financial Elder Abuse, California State Bar, 88th Annual Meeting, October 8-11, Anaheim California
Understanding the Remedies Available for Financial Elder Abuse, California State Bar, Thirty-Ninth Annual Fall Program, November 20, 2015
Fiduciaries (And Others) Beware – An Over-Reaching Release May be Voidable, California Trusts & Estates Quarterly, Issue 4, Volume 21, 2015
Estate Planning Tips to Avoid Financial Elder Abuse, Financial Elder Abuse Symposium, California Lawyers Association, April 20, 2018, Indian Wells, California
Fiduciaries (And Others) Beware, An Over-Reaching Release May be Voidable, California Trusts & Estates Quarterly, Issue 4, Volume 21, 2015
Statutory Deadlines Probate Litigation 101: The Nuts and Bolts, Part I, Online Webinar Series Pincus Professional Education, November 10, 2020.
Removal of Fiduciaries and Accounting Litigation, Probate Litigation 101: The Nuts and Bolts, Part II, Online Webinar Series Pincus Professional Education, November 12, 2020.
Probate Court’s Power to Help Sufferers of Mental Illness: Should Antipsychotic Medication Still be Taboo, Probate Attorneys of Pasadena Annual Symposium, December 4, 2020.
Assessing Cognitive Capacity of Clients & Potential Clients, The Folstein Mini_Mental State Exam: Just How Useful is it for Assessing Capacity, California Trusts & Estates Quarterly, Issue 1, Volume 24, 2018

Industry Groups:

Estate Planning
Tax
Trust & Estate Litigation
Trust & Probate Administration

Christopher D. Carico