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Bar Association of San Francisco Events Calendar

The Estate Planning, Probate and Trust Section presents
Who's Your Client; Do You Owe Duties to the Beneficiaries?

November 1, 2017: 12:00 pm - 1:15 pm
MCLE Credits - 1 H, in Legal Specialization. This is a brown bag luncheon.
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Purchase Ondemand

A primer on and review of the law governing when a trust and estate lawyer may owe a duty to a third party beneficiary who is not a client. The law will be examined in the context of estate planning, trust and estate administration and litigation.

Speaker
Stacie Nelson
Holland & Knight, LLP

Topics
• When do estate planners owe a duty to beneficiaries?
• Do lawyers for fiduciaries owe a duty to beneficiaries?
• What are the exceptions to the general rules?

Section Chair: Rebekah Sapirstein, BNY Mellon Wealth Management

Upcoming Seminars

Location

BASF Conference Center
301 Battery Street
3rd Floor
San Francisco, CA 94111
Directions

Schedule

MCLE Registration: 11:30 a.m. - 12:00 p.m.
Program: 12:00 - 1:15 p.m.

Event Code: G170514

Questions about our seminars and the registration process?

Past Event:
This information is about a past event.
View current Events Calendar

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