Defending Yourself: Professional Fiduciary Jiu Jitsu

Cost: $50 PFAC Member – $70 Non-Member

Speakers: Loren Emmanuel, Nathan Pastor, and Victor Segovia

CEU Awarded: 1.0 Practice Management

Presented Date: 8/25/2020

 

About the Course

Participate in an interview style format with a trust attorney, a former District Attorney, and a professional fiduciary to learn some “moves” you can make to defend yourself when beneficiaries are coming after you. Even if you do it “right” you may find yourself needing this information.We will cover the legal steps in raising an estate matter from a County Superior to State Appeals, to State Supreme Court and even into federal court. While malpractice insurance is crucial, often the issues that arise in cases may not be appropriate for insurance coverage. Therefore, the focus of this presentation is on handling the variety of actions a contentious beneficiary may take when unhappy with having a neutral fiduciary involved and what you can do about it. We will cover a discussion of the Pizarro v Reynoso case and how it may or may not apply to surcharges; obtaining restraining orders; legitimate vs unwarranted inquiries; and, determining when you are really, really, out of a matter.

Loren Emmanuel

Loren Emmanuel is the founder and Executive Director of The ACE Fiduciary Group, A Non-Profit Corporation. She brings more than 30 years of experience in financial management for small businesses and family wealth transitions. She has a depth of experience in managing asset transfers; real property; financial accounting to beneficiaries; and handling numerous probate, conservatorship and trust administration cases both as a highly qualified paralegal and as a licensed fiduciary. She is a Certified Professional California Licensed Fiduciary and a member of The Professional Fiduciaries Association of California, an affiliated member of the Contra Costa County Bar Association and a member of the National Guardian Association. Loren’s experience and education exceeds the standards to qualify under the California Business & Professions code requirements as a professional fiduciary. She received her Master’s in Business Administration from the University of Southern California and her Bachelor of Arts degree from the University of California at Berkeley.

Nathan Pastor

Nathan Pastor is an active member of the Contra Costa County Bar Association, East Bay Trusts & Estates Lawyers, and the Robert G. McGrath American Inns of Court. Nathan was selected as a Rising Star in Trust and Estate litigation in 2018 and 2019 by Super Lawyers, an exclusive award given only to the top 2% of attorneys in Northern California. As a graduate of University of California, Berkeley, Nathan received his bachelor’s degree in Political Science. He went on to earn his J.D. from Golden Gate University School of Law. After law school Nathan earned an LLM in Estate Planning, Trust and Probate law at Golden Gate University School of Law. During law school Nathan worked for the Contra Costa County Probate Court, developing an in-depth knowledge of the probate court system and Judges. Prior to opening the Law Offices of Nathan D. Pastor, Nathan gained extensive experience as a top litigator in one of Contra Costa’s largest Trust and Estate law firms.

Victor Segovia

Victor Segovia has 26 years professional legal experience in litigation and trials in California State courts and Federal courts. He has prosecuted criminal cases in both Los Angeles and San Francisco as a deputy District Attorney with many jury trials to verdict. Mr. Segovia has extensive experience in banking legal matters with FDIC where he earned the FDIC Mission Achievement Award; and with Wells Fargo Bank as Senior Corporate Counsel. Victor Segovia currently practices in Contra Costa County and handles cases through trial representing individuals charged with crimes.