A Fiduciary’s Guide To Boundaries: Understanding The Extent Of Your Authority In Representative Capacities

The extent of a fiduciary’s authority in various representative capacities, when additional authority is required, and liability/discipline exposure when acting beyond your authority.

Speakers

Gregory Borawski, Esq.

Gregory Borawski, Esq.

Brierton, Jones & Jones, LLP

A Fiduciary’s Guide to Boundaries: Understanding the Extent of Your Authority in Representative Capacities

Gregory J. Borawski is the Co-Managing Partner of Brierton, Jones & Jones, LLP, located in San Diego. His practice primarily involves representation of professional, institutional, and non-professional fiduciaries in trust, probate, and conservatorship administration and litigation. He earned his Bachelor of Arts from San Diego State University, and his Juris Doctor from St. John’s University School of Law in New York. Mr. Borawski is the former Chair of the Estate Planning, Trust and Probate Law Section of the San Diego County Bar Association and a lecturer on probate and trust issues.

Ricsie M. Hernandez, Esq.

Ricsie M. Hernandez, Esq.

Brierton, Jones & Jones, LLP

Ricsie M. Hernandez is a San Diego attorney employed by the law firm of Brierton, Jones & Jones, LLP. Ms. Hernandez focuses her practice on probate, conservatorship, guardianship, and trust administration matters. Ms. Hernandez has presented to the State Bar of California and the Professional Fiduciary Association of California on topics including withdrawing life sustaining treatment, fiduciary powers, and sales of real property. Ms. Hernandez is also an active member of the Probate Attorneys of San Diego and the San Diego County Bar Association’s Estate Planning, Trust & Probate Law Section. Prior to being admitted to the State Bar, Ms. Hernandez worked as a Court Operations Clerk for the Superior Court of California County of San Diego, served as a judicial extern to the Honorable William R. Nevitt, Jr., retired, at the Superior Court of California County of San Diego, and volunteered at the Legal Aid Society Conservatorship Clinic.