Subtrust Allocation for Fiduciaries

More and more trust litigation in California concerns allegations of improper subtrust allocation. The goal of this class is to explain to California professional fiduciaries what subtrust allocation is, and how to avoid and/or work around subtrust allocation concerns in order to avoid fiduciary litigation and liability. I propose to collect and present this class with Judge Ana Maria Luna of Los Angeles County Superior Court. Judge Luna is an experienced trust/probate/conservatorship judge who is moving to manage the long cause trial calendar for the Los Angeles County Superior Court Probate Department across these disciplines.

Speakers

Hon. Judge Ana Maria Luna

Los Angeles County Superior Court

The Hon. Ana Maria Luna is a judge for the Los Angeles County Superior Court in California. She was originally elected to the Southeast Municipal Court in 1994. Judge Luna graduated with her B.S. in biology and her B.A. in Spanish from the University of California, Irvine in 1981.

Hon. Judge Glen M. Reiser (Ret.)

Hon. Judge Glen M. Reiser (Ret.)

JAMS

Hon. Glen M. Reiser (Ret.) has vast experience adjudicating and resolving thousands of complex commercial, real property/environmental, trust and family law disputes as a respected trial judge and litigator. Judge Reiser spent more than 20 years on the Ventura County Superior Court, serving as both supervising probate judge and California Environmental Quality Act (CEQA) judge for more than a decade. Prior to his appointment to the bench, he litigated hundreds of civil cases to successful conclusion in trial and appellate courts throughout California.

Judge Reiser regularly teaches California judges trust, probate, and conservatorships through the Judicial Council of California’s Center for Judicial Education and Research (CJER).

Judge Reiser is known for using his thoroughness, intellect, attention to detail and breadth of knowledge to develop creative solutions to disputes of all types.