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Stepping in as a Conservator of the Person or Estate or Successor Trustee can be a challenge.

The Britney Spears Case.

This presentation will focus on various types of options and resources for providing long term care for individuals that have limited financial resources.

Our continued dialogue on how professional fiduciaries can best understand and serve our diverse communities

A trustee, even one that has no person interest in a trust, can no longer take a position that favors one potential beneficiary’s interest over another’s.

This is a Regional Statewide Livestream Webinar, as well as, an In-Person Meeting for those who can not attend in person.

Creditors [claims] both in the context of a probate estate and a trust.

Judge David L Belz is currently assigned to the Probate Department in Orange County Superior Court.

Liza and Robyn will bring you tips from the trenches of litigation representing fiduciaries and interested persons to protect elders, disabled individuals, and children.

Along with answering the question of “what is a trust protector?,” this presentation will provide insight into common use cases for a trust protector, best practices when acting as a trust protector.