Mary F. Gillick

Of Counsel

  • Education: University of Maryland, B.S. • University of San Diego School of Law, magna cum laude, J.D.
  • Admitted: State of CA, 1984
  • Year joined: 2015

Overview

Mary focuses on trust and estate litigation, with particular experience in trust and estate disputes as well as elder abuse matters, conservatorships and related protective proceedings and strategies.

Highlights

  • American College of Trust and Estate Counsel (ACTEC)
  • Martindale-Hubbell® AV Rating
  • Best Lawyers in America® - First Year Listed: 2009 - Most Recent Listing: 2015 (Litigation Trusts and Estates)
  • San Diego Business Journal Best of the Bar - Most Recent Listing: 2014
  • San Diego Super Lawyers - Most Recent Listing: 2016 (Estate Planning & Probate)
  • Top 50 San Diego Super Lawyers - Most Recent Listing: 2011
  • Top 25 Women San Diego Super Lawyers - Most Recent Listing: 2016
  • The Daily Transcript: San Diego County Top Attorneys - Most Recent Listing: 2011 (Estate Planning / Probate & Trust)

Publications and speaking engagements

Publications

  • West's California Code Forms, Probate.
  • California Decedent Estate Practice, 2nd Edition, Chapter 23 "Actions By and Against Representative."
  • Co-Author: California Civil Practice - "Probate and Trust Proceedings," Vols. I-IV, Bancroft-Whitney (1993 and semi-annual supplements to present).
  • "Estate Planning Trust & Probate News," Litigation Alert, Vol. 14, No. 4, Winter 1994 - Present (quarterly publication). Co-Author: "Estate Planning, Trust & Probate News," Vol. 14, No. 1, Spring 1994, Fiduciary Responsibility Under CERCLA.
  • "In Propria Persona: When Can A Fiduciary Represent Himself?," California Trusts and Estates Quarterly, State Bar of California Estate Planning, Trust and Probate Law Section, Vol. 4, No. 4, Winter 1998.

Speaking Engagements

  • Speaker: Probate Attorneys of San Diego - “Fall 2013 Litigation Training Program,” September 10, 2013.
  • Panelist: San Diego County Bar Association, Probate and Trust Section, "Conflicts of Interest in Multiple Fiduciary Roles," April 2013.
  • Panelist: San Diego County Bar Association, San Diego Probate Bench-Bar Annual CLE Training for Court Appointed Counsel, December 2011.
  • Panelist: Jerry A. Kasner Estate Planning Symposium, "Best Litigation and Accounting Practices for Fiduciaries," September 2011.
  • Panelist: Annual Fall Program - Estate Planning, Trust and Probate Law Section - “Recent Developments,” Fall 1994-Present.
  • Panelist: State Bar of California Annual Meeting - Estate Planning, Trust and Probate Law Section“ - Recent Developments,” Fall 1994-Present.
  • Panelist: San Diego County Bar Association - San Diego Probate Bench-Bar Annual CLE Training for Court Appointed Counsel, November 2010.
  • Panelist: State Bar of California - “Practical Dilemmas: How to Deal with Ethical and Conflict of Interest Issues,” November 2009.
  • Speaker: State Bar of California - “The Law and Elder Abuse: Identification and Prevention,” December 2009. Speaker: Estate Planning Council - “Recent Developments,” October 2009.
  • Speaker: State Bar Annual Meeting - “Current Developments,” September 2009.
  • Panelist: State Bar of California - “Practical Dilemmas: How to Deal with Ethical and Conflict of Interest Issues,” September 2009.
  • Speaker: San Diego County Bar Association - “Recent Developments,” June 2009.
  • Speaker: 31st Annual UCLA/CEB Estate Planning Institute - “Highlights of Current California Developments,” May 2009.
  • Speaker: State Bar of California.- “The Law and Elder Abuse: Identification and Prevention,” May 2009.
  • Speaker: SDCBA - “How to Litigate Your Probate/Trust Contest Case,” July 2008.
  • Speaker: La Jolla Estate Planning, Trust & Probate Section - “Recent Updates in Trust and Estate Litigation,” June 2008. Panelist: State Bar of California, Trust and Estates Section - “Battling Fiduciaries,” June 2008.
  • Panelist: State Bar of California, Trust and Estates Section - “Battling Fiduciaries,” May 2008.
  • Panelist: Wells Fargo, Private Client Services - “The Uniform Prudent Investor Act,” February 2007.
  • Speaker: CEB - “Estate Litigation: Tactical Issues, Case Studies and Resolution Scenarios,” October 2006.
  • Moderator: CEB - “Practical Estate Asset Management,” October 2006. 
  • Speaker: “Third Party Liability - The Beneficiary’s Claims” - The 25th Annual Southern California Tax & Estate Planning Forum , October 2005.
  • Guest Speaker: “Your Legal Rights” radio program, August 2005.
  • Speaker: CEB - “Estate Litigation: Tactical Issues, Case Studies and Resolution Scenarios,” December 2005.
  • Panelist: ALI-ABA 5th Annual Program - “Representing Estate and Trust Beneficiaries and Fiduciaries,” July 2004.
  • Speaker: SDCBA, Probate Section - “Hiring an Expert Witness,” Fall 2004.
  • Speaker: CEB - “Discovery in Fiduciary Litigation for Trusts and Estates Lawyers,” November 2003.
  • Co-Speaker: SEI, “Trust and Estates and Transactional Lawyers’ Guide to What is and What is Not Privileged and Confidential,” January 2003.
  • Panelist: “Probate Mediation,” San Diego County Bar Association Probate and Estate Planning Section, March 2002.
  • Participant: Mock Trial Presentation - Estate Planning, Trust and Probate Law Section, 1999.
  • Panelist: “Antidotes for Estate Planning Scams, Botched Trusts, and Other Disasters,” CEB, Program Handbook, March / April 1998.
  • Co-Speaker: “Trustee Notification Provisions,” San Diego County Bar Association Probate and Estate Planning Section, April 1998.
  • Panelist: “Estates & Trusts Dispute Resolution and Litigation,” Continuing Education of the Bar, November 1996.
  • Panelist: Recent Developments in Probate Litigation, Rutter Group, May 1995.
  • Panelist: Recent Developments in Probate Litigation, Rutter Group, May 1994.
  • Speaker: “Third Party Liability - The Beneficiary’s Claims” - The 25th Annual Southern California Tax & Estate Planning Forum , October 2005.
  • Guest Speaker: “Your Legal Rights” radio program, August 2005.
  • Speaker: CEB - “Estate Litigation: Tactical Issues, Case Studies and Resolution Scenarios,” December 2005.
  • Panelist: ALI-ABA 5th Annual Program - “Representing Estate and Trust Beneficiaries and Fiduciaries,” July 2004.
  • Speaker: SDCBA, Probate Section - “Hiring an Expert Witness,” Fall 2004.
  • Speaker: CEB - “Discovery in Fiduciary Litigation for Trusts and Estates Lawyers,” November 2003.
  • Co-Speaker: SEI, “Trust and Estates and Transactional Lawyers’ Guide to What is and What is Not Privileged and Confidential,” January 2003.
  • Panelist: “Probate Mediation,” San Diego County Bar Association Probate and Estate Planning Section, March 2002.
  • Participant: Mock Trial Presentation - Estate Planning, Trust and Probate Law Section, 1999.
  • Panelist: “Antidotes for Estate Planning Scams, Botched Trusts, and Other Disasters,” CEB, Program Handbook, March / April 1998.
  • Co-Speaker: “Trustee Notification Provisions,” San Diego County Bar Association Probate and Estate Planning Section, April 1998.
  • Panelist: “Estates & Trusts Dispute Resolution and Litigation,” Continuing Education of the Bar, November 1996.
  • Panelist: Recent Developments in Probate Litigation, Rutter Group, May 1995.
  • Panelist: Recent Developments in Probate Litigation, Rutter Group, May 1994.
  • Speaker: “Liability Under CERCLA and Other Environmental Issues in Estate Planning and Administration,” San Diego County Bar Association Probate and Estate Planning Section, February 1994.
  • Panelist: 17th Annual Fall Program Estate Planning, Trust and Probate Law Section, “Environmental Issues in Estate Planning and Administration,” Fall 1993.

Memberships

  • Fellow: American College of Trust and Estate Counsel - Member of Fiduciary Litigation Committee
  • Member: San Diego County Bar Association
  • Member: Estate Planning - Trusts & Probate Bench Bar Liaison Committee
  • Master: American Inns of Court, Louis M. Welsh Chapter - 1998-Present
  • Member: Estate Planning Council of San Diego – 2009 - Present Member: Probate Attorneys of San Diego - 2012- Present
  • Delegate: State Bar Conference of Delegates - 1989-1999, 2009
  • President: Board of Directors, San Diego Inn of Court - Trial Advocacy Training Program - 2005
  • Member: Board of Directors, San Diego Inn of Court - Trial Advocacy Training Program - 2000 - 2006
  • Member: Executive Committee of the State Bar of California Estate Planning - Trust and Probate Law Section - 1993-1999
  • Chair: Litigation Committee, Executive Committee of the State Bar of California Estate Planning - Trust and Probate Law Section 1994-1998
  • Chair: Environmental Committee, Executive Committee of the State Bar of California Estate Planning - Trust and Probate Law Section - 1993-1994
  • Co-Chair: SDCBA Delegation - State Bar Conference of Delegates - 1994-1995
  • Chair: San Diego County Bar Association Legislation Committee - 1992-1993
  • Chair: Estate Planning and Probate Law Subcommittee of the San Diego County Bar Association Legislation Committee - 1991
  • Co-Chair: Estate Planning and Probate Law Subcommittee of the San Diego County Bar Association Legislation Committee - 1990
  • President: Legal Aid Society of San Diego, Inc. - 1996-1998
  • President-Elect: Legal Aid Society of San Diego, Inc. - 1995
  • Member: Board of Directors, Legal Aid Society of San Diego, Inc. - 1990-2000
  • Member: Board of Directors, Federal Defenders of San Diego, Inc. - 1991-1996

On a personal note

 

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