Margaret ("Meg") G. Lodise has over three decades of experience representing beneficiaries and trustees, conservators, individuals and institutional clients in connection with a range of matters pertaining to estate, trust and conservatorship litigation. In addition, she handles estate, trust and conservatorship administration.
Ms. Lodise handles appellate work concerning trusts, estates and conservatorships, and has been appointed by the court as a guardian ad litem in connection with significant matters. Her recent representative matters include successfully defending a trustee from claims of surcharge and improper investments; representing a professional trustee in connection with a dispute over the distribution of a trust; and representing a beneficiary of a disputed family trust, in which the beneficiary prevailed at trial and on the appellate level in having significant assets resulting from the sale of the family business transferred to her.
Actively involved in the legal community, Ms. Lodise is a Fellow of the American College of Trust and Estate Counsel (ACTEC), serves as an ACTEC Ombudsperson and is Chair of the Amicus Review Committee, serves on the Executive Committee for the Trust and Estate Section of the State Bar of California, and is a current member and former President of the Women Lawyers Association of Los Angeles.
Ms. Lodise serves as an expert witness and is frequently called upon to speak on estate and trust-related issues before bar and community organizations, including ACTEC, the Los Angeles and Beverly Hills Bar Associations, the Professional Fiduciary Association of California, the Practicing Law Institute and California CEB. She is an adjunct professor at Loyola Law School.
Ms. Lodise was named Best Lawyers' 2012 Los Angeles Litigation - Trust & Estates "Lawyer of the Year," awarded to individual attorneys with the highest overall peer feedback for a specific practice area and geographic region. Only one attorney is recognized as the "Lawyer of the Year" for each specialty and location. She has been ranked by Chambers and Partners High Net Worth guide in the Private Wealth Disputes category; recognized on the "Top Women Attorneys 2020," "Leaders of Influence: Litigators & Trial Lawyers," and "Who's Who in L.A. Law 2009" lists by Los Angeles Business Journal; and named to the list of Best Lawyers in America® since 2011 and Southern California Super Lawyers since 2005.
After earning a Bachelor's degree cum laude from Pomona College, Ms. Lodise received her law degree in 1988 from the University of California at Los Angeles and her LL.M. in taxation from Loyola Law School in 2002. Prior to joining Sacks Glazier Franklin & Lodise, she was a partner with Ross, Sacks & Glazier, LLP and prior to that she worked at Orrick, Herrington & Sutcliffe.