Oldman, Cooley, Sallus, Birnberg & Coleman LLP

Oldman, Cooley, Sallus, Birnberg & Coleman LLP

Probate, Conservatorship, Guardianship and Estate Planning, Wills, Trusts, Law, Business, Civil Trial and Appellate Practice in all California State Courts.

Firm Overview

Areas of Law
-Probate
-Conservatorship
-Guardianship and Estate Planning
-Wills
-Trusts
-Law
-Business
-Civil Trial and Appellate Practice in all California State Courts.
Main Office
Main Office
16133 Ventura Boulevard, Penthouse Suite
Encino  CA  91436
Phone
  • 818-986-8080
Websites
Estate Planning
The law office of Oldman, Cooley, Sallus, Birnberg & Coleman LLP will represent your estate planning legal matters.
Statement of Practice Summary
Probate, Conservatorship, Guardianship and Estate Planning, Wills, Trusts, Law, Business, Civil Trial and Appellate Practice in all California State Courts.

Bar Register Practice Areas
Trusts and Estates, Wills and Probate

Marshal A. Oldman

Practice Areas
-Probate and Trust Administration
-Conservatorships and Estate Planning
-Litigation

University: University of Southern California, B.A., 1973

Law School: University of California at Los Angeles, J.D., 1976

Admitted: 1976, California

Memberships: Los Angeles County (Secretary-Treasurer, 1985-1986, Vice Chairman, 1986-1987 and Chairman, 1987, Executive Committee and Chairman, Legislative Monitoring Committee, 1984-1989, Probate Section; Chair, Probate Section, 1988-1989; Member, Board of Trustees, 1988-1989; Reappointed to Executive Committee Probate Section, 1993-1996), San Fernando Valley (Chairman, Probate Section, 1981-1982; Probate Volunteer Panel, 1978; Member, Board of Trustees, 1979-1982; Delegate, State Bar Convention, 1979-1980; Chairman, Long Range Planning Committee, 1985-1988; Treasurer, 1986-1987; Secretary, 1987-1988; President-Elect, 1988-1989; President, 1989) and American Bar Associations; State Bar of California (Advisor, Executive Committee, Trust and Estate Section, 2003-2006; Vice-Chairman, Legislative Monitoring Committee, 1996-1997; Chairman: Incapacity Committee, 1997-1998; Litigation Committee, 1998-2001; Vice Chairman, Estate Planning Trust & Probate Section, 2001-2002; Chairman, Trust and Estates Section, 2002-2003); California Board of Accountancy (Public Member, 2007).

Born: Santa Monica, California, September 30, 1951

Biography
Phi Beta Kappa; Phi Kappa Phi. President, San Fernando Valley Legal Foundation, 1980-1989. Author: "Estate Planning and Conservatorship Substituted Judgment Rule," Report, Daily Journal, July 17, 1981; "Chapter re Gifts in California Estate Planning," CEB, 2002; "Published Articles: Probate and Estate Planning," Los Angeles Daily Journal, 1990; Re Phelps-Dodge and Organized Labor in Bisbee & Douglas, Western Legal History, May 1992 edition. Lecturer: CEB, Fundamentals of Estate Planning, 1989; Probate Litigation, 1994; Estate Planning for Unmarried Couples, 1996, 1998; Estate Planning for the Terminally Ill, 1997; Fundamental of Probate Administration, 1999-2000; Drafting Modern Estate Plans, CEB, 2002. President, 1980-1989 and Board Member, 1990, San Fernando Valley Community Legal Foundation. Member, Board of Directors, San Fernando Valley Neighborhood Legal Services, Inc., 1986-1988. Member, Ninth Judicial Circuit Historical Society; National College of Probate Judges, 2006.Chairman of the San Fernando Valley Bar Probate Section 1978-1980. Member of Executive Committee of the Los Angeles County Bar Association Probate Section 1983-1990. Chairman, Probate Section, County Bar Association 1988-1989. Chairman, Legislative Monitoring Committee of County Bar Probate Section 1985-1988; Member of Committee 1985 to present. Consult with staff of Assembly Judiciary Committee. Testified before Assembly Judiciary on probate legislation for Los Angeles County Bar Probate Section. President of San Fernando Valley Bar Association 1989-1990. Member of Board of Trustees of San Fernando Valley Bar Association 1979-1981; 1986-1991. Member of Executive Committee of the Estate Planning, Trust and Probate Section of the State Bar of California 1995 to 2006. Chairman of Incapacity of 1998-1999. Chairman of Litigation 1999-2001. Vice Chairman of Estate Planning Trust and Probate Section 2001-2002. Chairman of Trust and Estate Section 2002-2003. Authored numerous articles for the San Fernando Valley Bar Bulletin, Probate Column for the Los Angeles Daily Journal, Journal of Western Legal History, and for the Daily Journal Report. Numerous speeches before the Los Angeles County Bar Probate Section, San Fernando Valley Bar, Santa Monica Bar, Pasadena Bar, CEB, and other organizations. Served as expert witness in probate, attorney fee, legal malpractice, and federal estate tax matters. Public Member, California Board of Accountancy, 2007-2014. Elected to serve as Secretary/Treasurer in November, 2009. Elected to serve as Vice President in November, 2010. Elected to serve as President in November 2011.

ISLN: 904709337
Education
  • University of California at Los Angeles
    Juris Doctorate , 1976

Susan J. Cooley

Practice Areas
-Probate
-Trust
-Conservatorship
-Guardianship
-Probate Administration
-Will Contests
-Probate Litigation Concerning Conservatorships
-Decedent Estate

University: University of California at Los Angeles, B.A. in Political Science, 1974

Law School: Southwestern University School of Law, J.D., 1979

Admitted: 1980, California

Memberships: Los Angeles County (Board Member, Trusts and Estates Section Executive Committee, 1990-1993 and 1997-2000; Member, Secretary and Treasurer, Trusts and Estates Section, 2000-2001; Vice-Chair, 2001-2002; Chair, 2002-2003) and American Bar Associations; State Bar of California (Member, Estate Planning, Trust & Probate Law Section); Women Lawyers' Association of Los Angeles.

Born: California, November 7, 1952

Biography
Speaker: CEB, "Avoiding Pitfalls in the Probate Code," California State Bar Convention, 2007. Speaker, California State Bar, Probate and Trust Section 2008. Speaker: CEB Course on Fundamentals of Probate Practice. Speaker: Los Angeles County Bar Association Program "Is There a Right to Die? End of Life Issues After Schiavo." Author: Contributing Editor, L.A. Daily Journal on Probate and Trust Law. Author: "Wages v. Property of a Minor," Entertainment, Publishing and the Arts Handbook, 2000/2001 Edition. Co-Author: CEB "California Conservatorships and Guardianships," Chapter on Substituted Judgment, Chapter on Guardianships, Delegate, California State Convention, 1990, 2000.

Reported Cases: In re Estate of DiPinto, 188 Cal. App. 3d. 625 231 Cal Rptr. 612, 1986.

ISLN: 908213564

Marc L. Sallus

Practice Areas
-Probate
-Conservatorship
-Litigation
-Trust

University: Claremont Men's College, B.A., cum laude, 1976

Law School: Hastings College of the Law, University of California, J.D., 1979

Admitted: 1979, California

Memberships: State Bar of California (Member; Executive Committee, Trust and Estate Section, 2006- 2012; Chair, 2004, Conference of Delegates of California Bar Association; Board of Directors, 2000-2007); Los Angeles County Bar Association (Member, Executive Committee, 1986-1988; Board of Trustees, 1986-1988; Barristers, President, 1987-1988; Litigation Section, Executive Committee, 1987-1990; Trusts and Estates Section, Executive Committee, 1999-2002; 2013--; Chair, Los Angeles County Bar Delegation to the Conference of Delegates of the State Bar, 2001-2002); Beverly Hills Bar Association (Member; President, President-Elect; First Vice President, Board of Governors, 2000-2009; Probate and Trust Section, Chair, 1999-2000 and Executive Committee, 1996-2004); Beverly Hills Bar Foundation Board, 2006-2009; American Bar Association (Member; House of Delegates, 1990-1991, 2003-2010; Chairperson, ABA Center on Children and the Law Advisory Board, 1985-1986, 1988-1990; Family Law Section, Council, 1988-1990; Chair, Task Force on Children Needs and Juvenile Justice Committee, 1990-1993); Mexican American Bar Association (Member; Board of Trustees, 1993-1996, 1997-1999; Historian, 1995-1996; Treasurer, 1997-1999).

Born: Washington, D.C., September 14, 1954

Biography : Order of the Coif. Member, Thurston Society. Research Editor, Hastings International and Comparative Law Review (Special Edition-Japan), 1978-1979. Co-Author: Will Contest Chapter, CEB's Decedents Estate Practice, Vol. 3; Will Contest Chapter, CEB's Trust and Probate Litigation. Member, CEB Probate/Estate Planning Advisory Subcommittee. Southern California Super Lawyers.

Reported Cases: Conservatorship and Estate of George H. (2008) 169 Cal. App. 4th 157. Ehrenclou vs. Mac Donald (2004) 117 Cal. App. 4th 364; Johnson v. Kotyck (1999) 76 Cal. App. 4th 83.

ISLN: 904076866
Education
  • Hastings College of the Law, University of California
    Juris Doctorate , 1979
  • Hastings College of the Law, University of California
    Juris Doctorate , 1979

James R. Birnberg

Practice Areas
-Estate Planning
-Probate
-Fiduciary Income Tax
-Trust Administration
-Estate Tax

University: Pomona College, B.A., magna cum laude, 1961; Stanford University, A.M., 1962

Law School: University of California at Berkeley, J.D., 1965

Admitted : 1966, California and U.S. District Court, Central District of California; 1972, U.S. Court of Appeals, Ninth Circuit; 1973, U.S. Supreme Court; 2001, U.S. Tax Court

Memberships: State Bar of California (Member, Executive Committee, Taxation Section, 1979-1983; Chair, Inheritance and Gift Tax Committee, 1980-1983; Member, Executive Committee, Trusts and Estates Section, 1991-1997; Chair, Legislation Committee, 1991-1997); Los Angeles County (Member, Executive Committee, Trusts and Estates Section, 1988-1993, 1997; Member, Legislative Activities Committee, 1985-1991; Member, Bio-Ethics Committee, 1984-1985; Member Taxation Section,
1978) and Beverly Hills (Member, Trusts and Estates Section, 2001) Other Membership: Member, Probate and Mental Health Advisory Committee to State Judicial Council, 2002; (Legislative Chair, 2006.) American College of Trust and Estate Counsel, 1991.

Born: New York, N.Y., January 15, 1939

Biography
Recipient Phi Beta Kappa, 1961; Woodrow Wilson Fellowship, 1961-1962; V. Judson Klein Award, State Bar Taxation Section, 1986; Arthur K. Marshall Award, Los Angeles County Trusts and Estates Section, 2000; Timothy A. Whitehouse Award, Beverly Hills Bar Trusts and Estates Section, 2008. California Continuing Education of the Bar Spirit Award, 2010; Los Angeles' Top Lawyers (Best Lawyers); Southern California Super Lawyers. Author: "California Legislation Affecting Estate Planning, Trusts, Probate, Conservatorships and Guardianships," California Continuing Education of the Bar, California State Bar, Trusts and Estates Section, 1992; "Current Developments in California Inheritance Taxation," 33 USC Major Tax Planning, ch. 33 (1981); "State Death Taxes," California Estate Planning, ch. 14, CEB, 2002. Co-Author: with Robert D. Bannon, "Estate Freezing - What is Left After Section 2036(c)," 41 USC Major Tax Planning, ch. 15, 1989; with Andrew S. Garb, USC Probate Institute, 1980; Marshall & Garb on Probate 1985-1986; with Terence Nunan, "Charitable Organizations as Trustees," Estate Planning, Trust and Probate Law Section News, Fall, 1992. Lecturer: "Inheritance Estate and Gift Tax Recent Developments," California Continuing Education of the Bar, 1978; "Legislative Developments," Los Angeles County Bar Association, Taxation Section 1983-1989; Los Angeles County Bar Association, Trusts and Estates Section 1991; State Bar of California, Trusts and Estates Section 1989; Pasadena Bar Association, Probate Section, 1992; San Fernando Valley Bar Association, Probate Section, 1996; Eastern (Los Angeles) Bar Association, Probate Section, 1999-2002; Courses in Inheritance and Gift Taxation; University of Southern California Business School, 1978-1981.

Reported Cases
California v. Texas, 437 U.S. 601, 98 S.Ct. 3107, 57 L.Ed.2d 464 (1978); (Estate of Howard Hughes); Estate of Banerjee, 18 Cal. 3d 102, 580 P.2d 147 Cal. Rptr 157 (1978); Estate of Schmalenbach, 15 Cal. 3d 102, 539 P.2d 58, 123 Cal. Rptr. 490 (1975); Estate of Rosecrans, 4 Cal. 3d 34, 480 P.2d 296, 92 Cal. Rptr. 680 (1971); Estate of Cohen, 4 Cal. 3d 41, 490 P.2d 296, 91 Cal. Rptr. 684 (1971); Estate of Ferber, 66 Cal.App. 4th 244, 77 Cal. Rptr. 2d 774 (1998); Estate of Hilton, 199 Cal. App.3d 1145, 245 Cal. Rptr. 491 (1988); Cory v. Ward, 106 Cal. App. 3d 631, 165 Cal. Rptr. 330 1980); Estate of Huntzinger, 39 Cal. App.3d 569, 113 Cal. Rptr. 227 (1974).

ISLN: 909015754
Education
  • University of California at Berkeley
    Juris Doctorate , 1965

David Coleman

Practice Areas
-Estate Litigation
-Probate Litigation
-Elder Law
-Estate Planning
-Conservatorship

University: University of California at Berkeley, B.A., with distinction, 1983

Law School: University of California, Hastings College of the Law, J.D., cum laude, 1986; New York University School of Law, LL.M., in Taxation, 1992

Admitted: 1987, California; 1988, U.S. District Court, Central District of California; 1992, U.S. Tax Court

Memberships: San Fernando Valley and (Chair, Probate Section, 20062008); Beverly Hills (Member, Probate Section) Bar Associations; State Bar of California (Member, Estate Planning Section); Los Angeles County (Member, Estate Planning Section).

Born : Inglewood, California, November 18, 1960

Biography
Staff Member, Hastings Communication and Entertainment Law Journal, 1984-1985. Judge Pro Tem, Los Angeles County Superior Court, 1997-2000. Deputy Public Defender, 1986-1991. Extern Law Clerk, Hon. Robert H. Schnacke, U.S. District Court, Northern District of California, 1985.

ISLN: 908282287
Education
  • New York University School of Law
    LL.M. , 1992

Mary-Felicia Apanius

Practice Areas
-Trust Litigation
-Conservatorship
-Estate Planning
-Corporate Law
-Business Transactions
-Probate Litigation

University: University of California, Los Angeles, B.A., 1979

Law School: Temple University School of Law, J.D., 1991

Admitted: 1994, Pennsylvania; 2001, California

Memberships: Beverly Hills Association (Member, Trusts and Estate Section); San Fernando Valley Bar Association (Member, Probate Section); Los Angeles County Bar Association (Member, Estate Planning Section and Animal Issues Committee).

Born: Hollywood, California, April 8, 1958

Biography: Notes and Comments Editor, Temple Law Review, 1989-1990.

ISLN: 914955298

Sarah Talei

Practice Areas
-Estate Planning
-Trust Law
-Probate litigation
-Conservatorship Law
-Guardianship Law

University: University of Southern California, B.S., Business Administration, Marketing, 2002

Law School: Whittier College School of Law, J.D., 2006

Admitted : 2006, California

Memberships: Beverly Hills Bar Association (Member, Barristers Board; Secretary of Barrister Board, 2008-2009; Treasurer of Barristers Board, 2009-2010, Board of Governors 2007 and 2004-2016, Trusts and Estates Section), Los Angeles and San Fernando Valley Bar Associations.

Languages: Farsi and working knowledge of Spanish

Biography: Recipient, Barristers Lawrence J. Blake Awards, 2005.

ISLN : 919132052
Education
  • Whittier College School of Law
    Juris Doctorate , 2006

Justin B. Gold

Practice Areas
-Probate
-Civil Litigation
-Conservatorship
-Trust Law

University: University of California at Berkeley, B.A., 1999

Law School: Loyola Law School, J.D., 2003

Admitted: 2003, California

Memberships: Beverly Hills Bar Association (Member, Trust and Estates Section); Long Beach Bar Association (Member, Probate Section); San Fernando Valley Bar Association (Member, Young Lawyers Division) and Los Angeles Valley Bar Association.

Born: Los Angeles, California, July 15, 1977

Biography: Co-Author: "The Viability of No Contest Clauses in Probate," Los Angeles Lawyer Magazine, April 2009. Lecturer, "Changes in No Contest Clause Law". Barrister's President, San Fernando Valley Bar Association, 2007. Involved in two published decisions: Sanders v. Lawson (2008) 164 Cal. App. 4th 434 and Conservatorship of George H. (2009) 169 Cal. App. 4th 157. Summer Associate, U.S. Army Judge Advocate General, 2002.

ISLN: 917712362
Education
  • Loyola Law School
    Juris Doctorate , 2003

Peta-Gay Gordon

Practice Areas
-Trusts and Estates Administration
-Family Law
-Estate Planning
-Conservatorships
-Guardianships
-Trusts and Estates Litigation

University: Claremont McKenna College, B.A., 2002

Law School: University of Southern California, Gould School of Law, J.D., 2005

Admitted: 2005, California

Memberships: San Fernando Valley (Member, Trust and Estates Section); Los Angeles County and American Bar Associations; Black Women Lawyer's Association.

ISLN: 918526425

Susan B. Rosenblat

Practice Areas
-Health Care
-Medical Malpractice
-Civil Litigation
-Breach of Contract
-Arbitration
-Products Liability
-Elder Law
-Probate Law
-Trust Law
-Family Law

University: University of Hawaii, Western Michigan University, B.S., 1982

Law School: Loyola Law School, J.D., 1992

Admitted: 1993, California; U.S. District Court, Central and Eastern Districts of California

Memberships : State Bar of California; American Bar Association; Association of Southern California Defense Counsel; Consumer Attorneys Association of Los Angeles; Association of Trial Lawyers of America.

ISLN: 900691742
Education
  • Loyola Law School
    Juris Doctorate , 1992

Kathleen F. Hazan

Practice Areas
-Litigation
-Conservatorship
-Trust Administration
-Guardianship
-Probate Administration

University: State University of New York, Albany, B.A., 1982

Law School: St. John's University School of Law, J.D., 1985

Admitted: 1986, New York; 1989, California

Memberships: State Bar of California (Member, Probate Section); San Fernando Valley Bar Association (Member, Probate Section).

Biography: Co-Author, "Chapter re Gifts in California Estate Planning," CEB, 2002 and 2007.

ISLN: 910420172
Education
  • St. John's University School of Law
    Juris Doctorate , 1985

Julie S. Berkus

Practice Areas
-Probate
-Trust Litigation
-Civil Litigation
-Litigation

University: University of Arizona, B.A., 2001

Law School: Southwestern University School of Law, J.D., 2004

Admitted: 2004, California

Memberships: Beverly Hills, Los Angeles and San Fernando Valley Bar Associations.

Born: Los Angeles, California, September 1, 1979

ISLN: 918095280
Education
  • Southwestern University School of Law
    Juris Doctorate , 2004

Jamie N. Gonzalez

Practice Areas
-Civil Litigation
-Probate Litigation
-Estate Planning
-Conservatorship Law
-Guardianship Law

University: University of California, Berkeley, B.A., 1996

Law School: University of San Francisco School of Law, J.D., 2000

Admitted: 2000, California

Memberships: Beverly Hills, Los Angeles and San Fernando Valley Bar Associations.

Born: Tarzana, California June 14, 1974

ISLN: 915204593
Education
  • University of San Francisco School of Law
    Juris Doctorate , 2000

Jordan Rouss

Practice Areas
-Family Trusts
-Contested Trusts and Estates
-Living Trusts
-Ancillary Probate
-Special Needs Trusts
-Probate Administration
-Probate Litigation

University: University of Santa Barbara, B.A., 1998

Law School: Loyola Law School, J.D., 2008

Admitted: 2008, California

Born: Los Angeles

ISLN: 922160142
Education
  • Loyola Law School
    Juris Doctorate , 2008
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