may, 2018

24may6:00 pm- 7:45 pmTrustees & Beneficiaries: Responsibilities, Rights, and Handling Disputes

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Event Details

Join us for a presentation on the responsibilities and rights of California trustees & beneficiaries. We will also discuss how to handle contentious family trust administration situations.

The following topics will be covered:

1. Overview of trust interpretation, responsibilities, and rights
2. Investments and management
3. Accountings and information
4. Uncertainties and disputes
5. Additional select trust and elder issues: conservatorships, elder abuse, transfers to prohibited people, and when a trustor dies

Agenda:

6:00pm – 6:30pm | Dinner & Opening Remarks
6:30 pm – 7:15 pm | Presentation on Responsibilities, Rights, and Handling Disputes
7:15pm – 7:45pm | Q+A

Time

(Thursday) 6:00 pm - 7:45 pm PST

Location

Royse Law Firm

149 Commonwealth Dr, Menlo Park, CA 94025

Organizer

Keiretsu Forum

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