The Bar Association of San Francisco
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.
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
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 Member |
Complimentary |
| 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?
Fax or Mail your registration: Registration Form ( 
PDF)
