Trust Administration 101: The Basics of Trust Administration From the Attorney and Trustee Perspective

Trust administrations are among the most common cases for a professional fiduciary, but where do you even start?  This course is designed for the new fiduciary to learn the basic steps of trust administration, with a concentration on post-mortem trusts, from both the attorney and fiduciary perspective.

Speakers

Lisa M. Soloway

Lisa M. Soloway

Soloway Fiduciaries, Inc.
http://www.solowayfiduciaries.com/

Lisa Soloway is a California Licensed Professional Fiduciary and owner of Soloway Fiduciaries, Inc. She has been administrating trusts, estates, and Conservatorships for seventeen years. The Contra Costa court regularly appoints Ms. Soloway to resolve contentious family matters and provide complex trust analyses and accountings. Lisa is a long-time member of the Estate Planning Council of Diablo Valley and is Vice-President of the board of directors. She is a proud member of the Professional Fiduciary Association of California and the Past President of the East Bay Chapter. Lisa also sits on the board of Wellspring Educational Services in Walnut Creek and the Regional Center of the East Bay.

Alex Chen, Esq.

Alex Chen, Esq.

Acuna Regli
https://acunaregli.com/

He acts as a guide to those who seek legal authority to provide care and support for the incapacitated individuals in their lives. He also assists clients in bringing resolution and closure to the financial affairs of loved ones who have recently passed away.

Alex is a proud UC Berkeley (Go Bears!) and Loyola Law School alum. Coming out of law school, he always told himself that he did not want to practice either criminal law or insurance law. His first job, of course, was working for a national surety company as in-house counsel for the bail bonds department. After broadening his horizons there for several years, he made the move to northern California and to the trusts and estates area of law. He joined Acuña ❖ Regli in 2015 and enjoys the gratification of seeing care provided for an elder in need and from helping provide closure to a family after the death of a loved one.

Alex currently serves as the Secretary of the East Bay Trusts and Estate Lawyers (EBTEL) and is an active member of the Alameda and Contra Costa County Bar Associations and the Professional Fiduciary Association of California. He volunteers his time with the Volunteer Legal Services Corporation at their guardianship clinic to provide legal support for self-represented individuals seeking guardianship over minors. He also is an active member at his church and loves playing sports or reading in his spare time. Alex speaks conversational Mandarin.