https://contributors.ceb.com/contributor/Beti-Bergman

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“Objections to Accounting”

County Counsel’s Association , October 9, 2020

Presented seminar regarding litigating estate accountings. Taught procedure and timelines regarding court accountings, duties and liabilities of a fiduciary regarding financial acts, grounds for objections to accountings and timelines for making objections, the burden of proof at trial, types of damages and surcharges.

 

“Estate Planning from Start to Finish”

National Business Institute (“NBI”), September 29, 2020

Faculty Instructor for comprehensive, step-by-step guide to the estate administration process. Presented segment regarding the probate process, petitioning for final distribution, final distribution of an estate, final tax returns, final accounting, and compensation.

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“Estate Planning and Administration”

National Business Institute (“NBI”), September 16, 2020

Faculty Instructor for seminar regarding probate forms, checklists, and expert guidance to fully prepare for drafting and implementing estate plans. Presented two segments: one regarding a probate process overview, covering crucial deadlines, community property issues encountered in probate, intestacy rules, and executor’s duties and powers; and another segment regarding trust administration basics including real property issues, handling creditors, accounting, final tax returns, final distribution, and closing the estate.

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"Marquis Who's Who Moderator"

August 19, 2020

Ms. Bergman has been recognized by Marquis Who’s Who Top Lawyers for dedication, achievements, and leadership in estate planning, trust and probate law...Ms. Bergman attributes her success to focusing hard on her work. She is an advocate for her clients and believes her reputation grew from the dedicated work she has completed.

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“Building Trial Skills”

National Institute of Trial Advocacy (“NITA”), Loyola Law School, Los Angeles,

January 2-8, 2017, January 2-8, 2018, January 3-7, 2019, January 3-7, 2020

Faculty instructor for one-week trial skills workshop. Instruct attorneys on trial skills, trial advocacy, and techniques in persuasion and communication. Held in realistic trial setting where participants actively perform opening statements, closing arguments, direct and cross-examinations, impeachment, admission of evidence, objections to evidence, and voir dire. Preside over mock jury trials.

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“14th Annual Superior Court Boot Camp - The Nuts and Bolts”

Pincus Professional Education, DoubleTree by Hilton Downtown Los Angeles, November 8, 2019

Ms. Bergman will be one of the faculty instructors in a dynamic and information-packed seminar that teaches all about litigating in California State Court. Ms. Bergman will be covering the segments on the topics of Ex Parte applications, Continuances, Reconsideration, Motions for Sanctions, Motions to Exclude Witnesses from Courtroom, 998 offers, Substitution of Judges.

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"Legal & Financial Planning for Alzheimer’s Disease"

Cerritos Senior Center, September 23, 2019

Ms. Bergman will be one of a series of speakers at the Cerritos Senior Center where attendees can learn more about legal and financial planning.
 

​​​“Probate Litigation 101: Nuts and Bolts”

Hyatt Regency Los Angeles International Airport, September 20, 2019

Ms. Bergman will be one of the faculty instructors giving a live presentation to teach attorneys about the nuts and bolts of probate litigation including practical advice geared towards success before and at trial.

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"Pincus Professional Education's Exam Prep Course”

Pincus Professional Education

This August / September, Ms. Bergman will be speaking at one of Pincus Professional Education's Exam Prep courses for the California Certified Legal Specialist Exam. If you are thinking about becoming a Certified Legal Specialist, and plan on taking the exam this October 22nd, Pincus Pro Ed has several courses in a variety of specialty areas, including:

• Appellate Law (Civil)

• Estate Planning, Trust & Probate Law

• Immigration Law

• Worker's Compensation Law

• Tax Law

• Criminal Law (State)

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“Conservatorship Basics 101”

CEB, Oakland, CA, July 29, 2019

Presented webcast about the basics of conservatorships, when conservatorships are needed, the difference between conservatorships and powers of attorney and other estate planning instruments, court proceedings involved, and different types of conservatorships.

“Welcome to EPIC and How to Take the Specialization Exam”

CEB, Oakland, CA, June 13 2019

Presented seminar about how to take the Probate Specialization Exam and what to expect on the day of the exam. Discussed a sample essay question and a sample multiple choice question. Demonstrated how to outline answers to questions and how to best manage time during the exam.

“Trial Preparation and Advocacy: Part II”

LACBA, Los Angeles Superior Court, Central, District, May 7, 2019

Presented segment about Statements of Decisions for this program that covered other trial topics, such as, evidentiary objections to make at trial and preserving the record for appeal.

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​​"Building Trial Skills "

National Institute of Trial Advocacy (“NITA”)

January 2-8, 2017, January 2-8, 2018, January 3-7, 2019

Beti Tsai Bergman was a faculty instructor for a one-week trial skills workshop. She helped teach attorneys how to practice and perfect trial skills in trial advocacy, persuasion, and communication. The program was held in a realistic trial setting where participants actively performed opening statements, closing arguments, direct and cross-examinations, impeachment, evidentiary foundations, voir dire, and a full jury trial.

“Conservatorships, Probate, and Estate Planning”

Alzheimer’s Support Group, Cerritos Senior Center, December 21, 2018

Presented a basic seminar to an Alzheimer’s support group to educate them about how get a conservatorship to have the legal authority to act and protect a person who has lost capacity, and how to put proper estate planning instruments in place to prevent the possibility of a conservatorship.

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“Know Your Limits: PVP Training for the Limited Conservatorship Practitioner”

LACBA, October 20, 2018

Speaker for seminar presented to PVP attorneys on the topic of limited conservatorships focusing on understanding the proposed conservator and proposed conservatee and family dynamics, the seven powers involved in limited conservatorships, modification of those powers, and the proposed conservatee’s voting rights.

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“Quarterly Mentoring Circle”

APAWLA, September 9, 2018

As one of my main focuses as President of APAWLA, we enhanced our mentoring efforts and partnered up with our sister bar, SCCLA, to present our inaugural joint quarterly mentoring circle to advance and support young women lawyers.

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“L.A. Minority/Ethnic Bar Association Meet & Greet Event with Gavin Newsom”

Los Angeles City Club, September 6, 2018

Selected to represent the Asian legal community to present issue and question to Gavin Newsom.

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"Protecting Yourself, Your Assets, and Your Relationships "

Torrance Memorial Professional Advisory Council, Torrance Memorial Hospital, April 14, 2018

Speaker for seminar to educate the public on how elder abuse can happen, how to recognize and address it, and what type of legal protections you can put in place to try to prevent it.

 

"Judge Beverly Reid O’Connell Power Lunch Program "

Los Angeles Superior Court, Central District, January 26, 2018

Helped provide civic education, judicial mentorship, and exposure to the judicial branch for high school students from underserved communities. Participated in mentoring sessions with students, worked through legal educational exercises with students, and answered student questions about the practice of law.

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“Probate Litigation 101: Nuts and Bolts”

Pincus Professional Education, DoubleTree by Hilton Downtown Los Angeles, November 10, 2017

Ms. Bergman was one of the faculty instructors giving a live presentation to teach attorneys about the nuts and bolts of probate litigation. Ms. Bergman covered the segments on the topics of statutory deadlines in estate and trust litigation proceedings, procedural aspects of petitions, motions, and ex parte applications, civil discovery procedures, subpoenaing medical, financial, APS, and law enforcement records, and proper venue and jurisdiction issues.

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“Estate and Incapacity Planning II”

CEB Estate Planning Intensive Course, August 22, 2017

Live presentation to teach attorneys who wish to be certified by the CA State Board of Legal Specialization in estate planning, trust, and probate law on the topics of retirement benefit planning, business succession planning, use of business entities, charitable planning, and gifts.

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"Drafting Revocable Trusts: Tricky Clauses"

CEB, March 24, 2017

Beti Tsai Bergman gave a live presentation for CEB (Continuing Education of the Bar) on the topic of Drafting Revocable Trusts: Tricky Clauses. The presentation provided an in-depth focus on select tricky and hence problematic clauses found in a revocable trust that raise challenges and confusion for estate planners. Ms. Bergman taught what the clauses mean and provided sensible guidance to help aid practitioners in the trust drafting process.

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"Amending a Revocable Living Trust"

CEB, October 4, 2016

Beti Tsai Bergman presented a CEB (Continuing Education of the Bar) live webcast on the topic of Amending a Revocable Living Trust. Ms. Bergman taught the mechanics and best practices about how to amend a revocable living trust. 

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"Children of Estranged Parents and Inheritance with Beti Bergman and Dr. Carol Francis"

Attorney Beti Bergman tackles a difficult topic: when an estranged parent dies, do the children have any right to inherit moneys from that parent's estate? Tricky question which Dr. Carol Francis asks on Dr. Carol Francis Show. Attorney Beti Bergman is a probate specialist and founder and principal of Peninsula Law at peninsulaLaw.org in the Los Angeles South Bay Region of Southern California. Beti Bergman started practicing law in 1997 and went on to build Peninsula Law from the ground up to help families protect their assets and the value of their family property. Dr. Carol Francis is a Clinical Psychologist and Marriage, Family & Child Therapist in the South Bay Area of Los Angles at drcarolfrancis.com or relationshipsuccessnow.com.

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"Power Players - 2019"

Modern Luxury Angeleno, June 2019

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"Fearless Firepower in Estate, Trust, and Probate Cases"

Forbes Magazine, June 2019 and Fortune 500 Magazine, June 2019

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"Peninsula Law's Beti Bergman: Passionately Protecting Family Values and Assets"

Beach Reporter, Feb. 13, 2014

 

"Peninsula Law: Trusted Counsel for Life and Legacy"

Peninsula People, Feb. 2013

 

"Women in Business"

Peninsula People, June 2013

 

"Peninsula Law's Beti Bergman: Starter and Finisher"

Peninsula People, 2013

 

"Are You Prepared to Care for Your Aging Parents"

Second Act, Sept. 14, 2011

 

"Peninsula Law"

Peninsula People, Oct. 22, 2011

 

"Will(ing) or not: 3 reasons to revisit your estate planning"

Reuters Money, June 30, 2011

 

"Dying Husband Wants to Give Everything to Children of First Marriage"

Hitched, June 22, 2011

 

"Avoid Future Marriage Strain by Having a Plan for Aging Relatives"

Hitched, May 25, 2011

 

"Age-Old Problem"

The RetailMeNot Insider, 2011