David Tate Presentation About Trustee and Beneficiary Responsibilities and Rights, and Contentious Trust Administrations and Other Situations (May 24, 2018)

Attend My Upcoming Presentation About Trustee and Beneficiary Responsibilities and Rights, and Contentious Trust Administrations and Other Situations

Date: May 24, 2018

Time: 6:00 P.M. – 7:45 P.M.

Location: Royse Law Firm, PC, 149 Commonwealth Drive, Ste. 1001, Menlo Park, CA 94025, (650) 813-9700

I will be presenting a discussion about California trustee and beneficiary responsibilities and rights, and contentious trust administrations on May 24, 2018, from 6 p.m. to 7:45 p.m., at the Royse Law Firm, PC, at 149 Commonwealth Drive, Ste. 1001, Menlo Park, CA 94025, (650) 813-9700. The presentation is free. At the bottom of this post I have provided a link to register if you would like to attend. Please also tell other people who would be interested. The presentation and handout are detailed, but the discussion is primarily directed toward non-lawyers and other people who are not experts in the subject areas.

The presentation covers the following primary topic areas. Many of the discussion areas also apply to wills and estates:

  1. Overview of trust interpretation, responsibilities and rights
  2. Investments and management
  3. Accountings and information
  4. Uncertainties and disputes
  5. Additional select trust, estate, elder, and planning issues depending on the attendees, such as conservatorships, elder abuse, powers of attorney, mental capacity, transfers to prohibited people, when a trustor dies, planning, etc.

Please click on the following link for additional detail and to register to attend the presentation, and please also tell other people who would be interested: https://www.eventbrite.com/e/trustees-beneficiaries-responsibilities-rights-and-handling-disputes-tickets-44921355985

 

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