CEB Contributor
James P. Lamping
Attorney at The Law Office of James P Lamping
James P. Lamping is an attorney specializing in estate planning, trust & probate administration, and litigation related to these areas. His practice is located in the Bay Area and represents clients throughout California. Mr. Lamping is certified as a Specialist in estate planning, trust, and probate law by the State Bar of California Board of Legal Specialization. He graduated, cum laude, from the University of San Diego School of Law, where he also earned an LL.M in Taxation. Mr. Lamping served for six years on the Executive Committee for the Trusts and Estates Section of the State Bar of California. His writings include chapters in CEB’s “California Trust Administration,” “California Trusts and Estates Litigation,” and several articles in “California Trusts and Estates Quarterly.”
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Content by James P. Lamping
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Ethical Considerations for the Estate Planner
Trusts & Estates, Estate Planning, Estate Planning for Alternative Living Arrangements, Estate Planning for Unmarried Couples, Estate Planning for Married Couples, Estate Planning for Singles
Use this strategy note to better understand the ethical considerations unique to the estate planning practitioner. Carefully research and adapt the following material to the facts and circumstances of your case or matter, and verify the currency of the legal authorities.
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How to Quantify a Client's Potential Financial Interest
Trusts & Estates, Elder Law, Trust & Probate Litigation, Actions Against Third Parties, Claims Against a Fiduciary, Claims Against Heirs or Beneficiaries, Contesting Intro-Vivos Transfers, Recovering Property of a Trust or Estate, Settlement of Trust & Estate Disputes
This How-To guide discusses the necessary steps to quantify a client’s financial interest in regards to a trust and estate dispute. Counsel should check the appropriate county or federal websites to verify the most recent local rules, standing orders, and other relevant information.
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Using Judicial Council Forms Correctly in a Probate Proceeding
James P. Lamping
January 28, 2025
The probate administration process requires careful attention to detail — particularly when completing Judicial Council forms. This program with practitioners Jim Lamping and Agnieszka Adams provides a comprehensive overview of the probate administration process, focusing on the correct use of judicial council forms, practical tips for navigating the probate petition, and the roles of personal representatives.
Trusts & Estates, Probate Administration, Trust & Probate Litigation
Ethical Landmines In Fiduciary Representation
James P. Lamping
May 1, 2018
An attorney who represents a fiduciary is required to guide his or her client through a labyrinth of rules unique to the Probate Code. However, the attorney’s duties do not stop there.
Legal Ethics, Trusts & Estates
Marital Property Characterization in the Postmortem Setting
James P. Lamping
July 23, 2021
This program will address the issue of when a marriage is ended by death not divorce. Join one of California's top estate planning attorneys, and Certified Specialist in Estate Planning, Trust & Probate Law (State Bar of California) Jim Lamping, for this important program that is focused on some of the key rules in family law and how they apply in the estate planning setting.
Family Law, Trusts & Estates
Fiduciary Representation and Ethical Landmines
James P. Lamping
February 8, 2024
An attorney who represents a fiduciary is required to guide clients through a labyrinth of rules unique to the Probate Code, but the attorney also faces ethical nuances that may seem counterintuitive to the general civil practitioner—identifying the issues is half the battle. In this program, attorneys Jim Lamping and Frank Busch discuss these and other ethical issues that can arise when representing fiduciaries under the Probate Code, helping to identify common land mines in this area and provide practical strategies to navigate around them.
Legal Ethics, Trusts & Estates, Trust Administration
Petitions for Final Distribution in California Probate Estates 2017
Brandy M Bartosh
November 14, 2017
…And the estate is in a position to be closed. Diligent oversight is not only reserved for the administration of an estate.
Trusts & Estates
Using Judicial Council Forms Correctly in a Probate Proceeding
Brandy M Bartosh
October 21, 2020
This entry level program is intended for those attorneys who seek guidance on which forms to use when initiating and handling a probate proceeding in California. This program qualifies for specialization credit in estate planning, trust and probate law.
Trusts & Estates
EPIC Week 2 - Professional Responsibility
James P. Lamping
July 1, 2019
This course is intended to aid in preparation for the Trust & Estates Specialization exam. Join James Lamping as he guides you through an overview of what a legal specialist is expected to know about professional responsibility.
Legal Ethics, Trusts & Estates
Capacity and Undue Influence
James P. Lamping
August 18, 2021
Trusts and estates attorneys are routinely called upon to determine the capacity of clients or potential clients. But how do you determine if someone has legal capacity?
Legal Ethics, Trusts & Estates
Petitions for Final Distribution in California Probate Estates
James P. Lamping
March 3, 2023
The closing of an estate requires careful attention to detail, not only in the administration but also in petitioning for final distribution. Retired Probate Court Judge Glen Reiser and T&E practitioner Jim Lamping take you through the process of petitioning for final distribution of a probate estate.
Trusts & Estates
California Trust Administration
Trusts & Estates
- 13A Administering Moderate Married Settlor Trust on the Death of the First Spouse - Updated Author
- 14A Further Steps After the Death of the First Spouse - Updated Author
- 17 Long-Term Trust Administration - Updated Author
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