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Meeting Title:
Litigation and the Private Professional Fiduciary: When Sitting on the Sidelines is Not of the Option 

Meeting Description:
The Weintraub Trobin Law Firm presents the 3 key points for assessing your litigation level. You will review how the type of case you have may impact your role in litigation. And once you know your litigation level, how you can minimize your involvement in the litigation and maximize your risk protection. The presentation will touch on disputes between potential trust beneficiaries and will cover Amendments in a Trust vs. Initial Trust Instruments. Also covered are claims against former trustees, claims against you as a trustee, and litigation in general regarding Trusts. 

Speakers:
1) Mary K. DeLeo, Esq.
2) Daniel C. Kim, Esq
3) Gary D. Rothstein, Esq. 

Sponsor:

CEU/MCLE:
Trust - 1.0 

Meeting Date:
Tuesday, September 27, 2022 

Meeting Time:
11:30am - 1:00pm 

Venue Name:
Max's Restaurant and Bar
110 Grass Valley Hwy, Auburn, CA 95603 

Meeting Price:
Members: $25
Non-Members: $30
Student: $25 

Food:
Yes   

Food and Menu Details:
Food will be from Max's Restaurant and Bar (Not included in the price of the meeting) 

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

*** Please be advised, that to attend this meeting, you will need to fill out the PFAC COVID-19 questionnaire *** 

For More Information Contact: 
Kristin Miguel
[email protected]