Best Practices & Pitfalls for Negotiating Settlements and Releases for Trustees

The Bar Association of San Francisco
CLE Available, Seminar
November 4, 2014
|
12:00 PM - 1:30 PM PT
BASF Conference Center
3rd Floor
301 Battery Street
San Francisco, CA

Private Wealth Services attorneys Stacie Polashuk Nelson and Kyong Kim will present a program titled "Best Practices & Pitfalls for Negotiating Settlements and Releases for Trustees."

Topics

  • Trustee Duties when Seeking a Beneficiary's Release 
  • Statutory Protections and Limitations 
  • Issues regarding Unrepresented Beneficiaries 
  • Alternatives to a Release

Related Professional

Stacie Polashuk Nelson

Related Practices

Litigation and Dispute Resolution Private Wealth Services Trusts, Estates and Fiduciary Litigation
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