Learn from the experience of others! What history “court decisions” can teach you about being a better fiduciary!

Most cases settle.  Those that don’t go to trial.  After a trial, the losing party may appeal.   Let’s look at appellate decisions that concern professional fiduciaries.  Sometimes they are the heroes.  Sometimes they may mistakes. We will review the situations presented in those decisions, discuss how you think they should have been decided, then reveal how the Court of Appeal ruled!

Speakers

Paul Epstein, Esq.

Paul Epstein, Esq.

Acuna Regli
https://acunaregli.com/

He joins Frank R. Acuña and Tracy S. Regli, adding more than 10 years “first chair” trial experience to the firm’s litigation department.

Paul’s practice focuses on trust and estate administration and litigation, and he has litigated accounting disputes, inheritance disputes, and lawsuits over the validity of disputed wills and trusts. Although he is a zealous trial advocate, Paul is also a skilled negotiator who will mediate and settle cases whenever appropriate.

Many of Paul’s cases involve questions of undue influence, fraud, forgery, capacity, financial elder abuse, and breach of fiduciary duty. One example of this is a 2017 trial in Alameda County in which Paul obtained a judgment for his clients which voided a deed and will codicil that would have undermined a failing elder’s long-standing estate plan. The judgment also awarded double damages and attorney’s fees and costs to Paul’s clients.

Jill Judson

Jill Judson

CSC Fiduciaries, Inc.
https://cscfiduciaries.com/


Jill Judson joined CSC in January 2016 and a year later became an owner in the firm. For 22 years, Ms. Judson was a paralegal, specializing in workers’ compensation defense, primarily focusing on the medical side of this specialty. While transitioning to the fiduciary business, Ms. Judson served approximately 30 seniors in the Central Contra Costa area as Care Manager for a non-profit agency. These experiences, paired with the fact that her husband also serves the same aging population, quickly launched her success as a licensed fiduciary.

Ms. Judson attended U.C. Davis for 3 years majoring in Managerial Economics. She received her Bachelor of Science degree in Business Administration, with a concentration in Human Resources, and a minor in Economics from California State University, Sacramento. She later obtained her Certificate in Paralegal Studies from California State University, Hayward, and in 2015 received her Certificate in Fiduciary Management from California State University, Fullerton.

Hon. Judge Mary Thornton-House (Ret.)

Hon. Judge Mary Thornton-House (Ret.)

Alternative Resolution Centers (ARC)

Judge House recently retired after 22 years on the Los Angeles Superior Court, where she presided over countless jury and court trials in the Civil and Probate departments. With experience serving as the Supervising Judge of the Northeast and North Central districts, Hub Operations and Assistant Supervising Judge of Civil countywide, Judge House brings a unique and in-depth understanding of all aspects of civil case processing and case values. She is touted for her calm demeanor and unbending graciousness to all that appeared in front of her, as well as her extraordinary and relentless, common-sense approach to settling cases.