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Meeting Title:
A View from the Bench with the Honorable Judge Kelety

Meeting Description:
Honorable Judge Kelety will cover a variety of topics including: not overstepping authority in the legal capacity a fiduciary is serving, conflicts (wearing too many hats), when to enter/exit a dispute, use of petition for instructions to ask permission (rather than forgiveness), abuse of discretion and standard of care.

Speaker Name:
Honorable Judge Kelety

Sponsor:
Paul Hynes
HearthStone Private Wealth Management

CEU & MCLE:
Estate: 1.0

Meeting Date:
Tuesday February 11th, 2020

Meeting Time:
11:30AM - 1:00PM

Venue Name and Address:
The Handlery Hotel
950 Hotel Circle N. San Diego, 92108

PFAC Members Only:
No

Meeting Price:
Members: $25
Affiliate: $35
Non-Members: $40
Student: $25

Management Level of Difficulty:
Beginning to Intermediate
Intermediate to Advanced
Attorneys

Will food be served at this event?:
Yes

Food and Menu Details:
Main course with salad and dessert or Vegetarian Option.

Agenda

• 11:30AM – Networking

• 11:45AM – Lunch / Start of Meeting

  • Opening remarks / Announcements
  • Introduction of New Members
  • Sponsor Introduction
• Introduction of Speaker: Honorable Judge Kelety
• 12:00PM - Presentation, “A View from the Bench”
• 12:50PM – Open Floor to Questions
• 1:00PM - End of Meeting