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Bar Association of San Francisco Events Calendar

The Estate Planning, Probate and Trust Litigation Subsection presents
Fiduciary Perspectives in Contested Matters

May 1, 2018: 12:00 pm - 1:15 pm
MCLE Credits - 1 H, in Legal Specialization Credit. This is a brown bag luncheon.
Register for this Event

Tips for Representing the Fiduciary: Fiduciary Perspectives in Contested Matters

Speakers

David Little
Hartog, Baer & Hand

Krista Conover
Boston Private

David Levin
Marchi Smith & Levin

Topics
• What the fiduciary wants counsel to know
• Administering to avoid litigation
• Communicating to avoid or deescalate litigation
• Post-filing communications with beneficiaries
• Managing and limiting successor trustee liability and duties
• How to advocate for the neutral
• [Selecting counsel and defining the scope of representation]

Section Chairs: Howard Slavitt, Coblentz Patch Duffy & Bass LLP, Alicia Gámez, Law Office of Alicia M. Gámez and James Patrick Lamping, Law Office of James P. Lamping

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 - 1:30 p.m.

Cost

BASF Student MemberComplimentary
Section Member$30.00
BASF Member$40.00
Nonprofit$40.00
Non-Member$55.00

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

Event Code: G180506

Questions about our seminars and the registration process?

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

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