Trusts and Estates

Ca. Trs. & Estates Quarterly 2021, Volume 27, Issue 4


By Kristen Caverly, Esq.*

As I embark on my tenure as Editor-in-Chief of the Quarterly, I am humbled by the many people who have held this job before me and the incredible content and reputation of the Quarterly over the years. It is my goal to maintain the high standards set by my predecessors and to expand the diversity of content and authors to well represent our members. If you are reading this, you are a potential author or editor, and I would love to hear from you ( if you have ideas for an article or want to volunteer as an editor. Articles submitted for consideration should be scholarly, 8-10,000 words in length, relate to an area of interest to estate and trust attorneys, and cite heavily to recognized primary and secondary sources. Editing an article usually involves 6-8 hours of volunteer time including careful checking of all citations for substance and form and interacting with the author on any substantive changes. I will try to match editor practice areas with article content to ensure robust review, and the windows for turnaround can be tight.

I have served the last four years as an Issue Editor, as Managing Editor, and twice as Executive Editor for the Quarterly. I also had the privilege of having co-authored one of the articles in the last edition of the Quarterly, which I hope you found well written and informative on the complex topic of the California Principal and Income Act. I also served as Executive Editor of my law review many, many years ago. It is a privilege and a big responsibility to edit another person’s creation but that multi-level editing process makes every article better – and we hope prevents you finding a glaring ytpo after all our hard work. Having robust scholarly articles written by a wide range of trust and estate practitioners provides one of the benefits members most often cite in their reasons for joining the Trusts and Estates Section of CLA and helps everyone who reads those articles to practice at a higher level. It is a privilege to be part of bringing that content to our members.

In this edition, we have a thought-provoking article from a colleague on CLA’s Ethics Committee regarding joint representation and advance waivers. As many estate planning representations are joint representations, this is a do not miss reminder of the dos and don’ts.

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