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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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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.

Stacie Nelson
Holland & Knight, LLP

• 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

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


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


BASF Student MemberComplimentary
Section Member$30.00
BASF Member$40.00

Note: All prices increase by $10.00 on the day of the program.

Event Code: G170514

Questions about our seminars and the registration process?

Register for this Event
Fax or Mail your registration: Registration Form ( PDF)

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