Best Practices For Fiduciaries: So You’ve Been Names A Trustee: Now What?

Trust administrations can be a trap for the unwary private professional fiduciary. Even seemingly straightforward trust administrations may involve contentious beneficiaries and family discord. Often, the trustee becomes a target. This presentation is designed to educate trustees on what problem signs to look for when taking on an administration, how to set up and manage the administration to minimize potential liability and avoid claims, and what to do if and when something goes wrong. This presentation will include an open forum discussion with the audience about those issues most relevant to them.

Speakers

Carlena L. Tapella, Esq.

Carlena L. Tapella, Esq.

Weintraub Tobin

Carlena Tapella is Of Counsel in the firm’s Trusts and Estates practice group. Her practice encompasses all areas of trust, estate, and conservatorship litigation and administration.

Carlena has successfully represented clients in a wide range of trust and estate litigation, including challenging and defending the validity of wills and trusts, seeking and defending fiduciary removal, and pursuing and defending claims of breach of fiduciary duty and elder financial abuse. She believes in working with clients to attempt to resolve disputes through mediation, but is prepared to aggressively pursue a matter to trial should such attempts prove unsuccessful.

Gary D. Rothstein, Esq.

Gary D. Rothstein, Esq.

Weintraub Tobin

Gary Rothstein is a shareholder in the firm’s Trust and Estates practice group. His practice has focused on trust administration, probate matters, and estate planning since 1993. Gary represents corporate and individual fiduciaries and beneficiaries in all aspects of trust administration, including representing clients in connection with disputes between fiduciaries, beneficiaries and creditors. He counsels fiduciaries, beneficiaries, and creditors through contested and uncontested probate and trust administration proceedings in Northern and Southern California Probate Courts. His practice includes prosecution of will and trust contests, preparation and arguing of petitions for instructions, petitions for construction of trusts, and petitions for termination of trusts.

Edward J. Corey, Jr., Esq.

Edward J. Corey, Jr., Esq.

Weintraub Tobin

Ed Corey is a shareholder in the firm’s Trusts and Estates practice group. His practice focuses on estate and trust litigation, fiduciary abuse, elder financial abuse, contested trust administrations, probate, and contested conservatorships. Ed has extensive trial, arbitration, mediation, and appellate experience, and has successfully litigated a number of high-profile trust and elder financial abuse cases in Northern California.

Mary K. deLeo, Esq.

Mary K. deLeo, Esq.

Weintraub Tobin

Mary deLeo is a Shareholder with the law firm of Weintraub Tobin as part of the Trusts and Estates practice group in Sacramento, California. Her practice focuses on trust and estate litigation, trust and estate administration, conservatorships, fiduciary representation, special needs trust administration, planning for incapacity, and elder law.