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Trustees & Beneficiaries: Responsibilities, Rights, and Handling Disputes

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Location

Royse Law Firm PC

149 Commonwealth Drive

#1001

Menlo Park, CA 94025

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Event description

Description

Join us for a presentation on the responsibilities and rights of California trustees & beneficiaries. We will also discuss how to handle contentious family trust administration situations.


The following topics will be covered:

1. Overview of trust interpretation, responsibilities and rights
2. Investments and management
3. Accountings and information
4. Uncertainties and disputes
5. Additional select trust and elder issues: conservatorships, elder abuse, transfers to prohibited people, and when a trustor dies


Agenda:

6:00pm - 6:30pm | Opening Remarks & Food
6:30pm - 7:15pm | Presentation on Responsibilities, Rights, & Handling Disputes
7:15pm - 7:45pm | Q+A

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Date and Time

Location

Royse Law Firm PC

149 Commonwealth Drive

#1001

Menlo Park, CA 94025

View Map

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