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Bar Association of San Francisco Events Calendar

The Estate Planning, Probate and Trust Litigation Subsection presents
Fiduciary Perspectives in Contested Matters

May 1, 2018: 12:00 pm - 1:15 pm
MCLE Credits - 1 H, in Legal Specialization Credit. This is a brown bag luncheon.
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Tips for Representing the Fiduciary: Fiduciary Perspectives in Contested Matters


David Little
Hartog, Baer & Hand

Krista Conover
Boston Private

David Levin
Marchi Smith & Levin

• What the fiduciary wants counsel to know
• Administering to avoid litigation
• Communicating to avoid or deescalate litigation
• Post-filing communications with beneficiaries
• Managing and limiting successor trustee liability and duties
• How to advocate for the neutral
• [Selecting counsel and defining the scope of representation]

Section Chairs: Howard Slavitt, Coblentz Patch Duffy & Bass LLP, Alicia Gámez, Law Office of Alicia M. Gámez and James Patrick Lamping, Law Office of James P. Lamping

Upcoming Seminars

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BASF Conference Center
301 Battery Street
3rd Floor
San Francisco, CA 94111


MCLE Registration: 11:30 a.m. - 12:00 p.m.
Program: 12:00 - 1:30 p.m.


BASF Student MemberComplimentary
Section Member$30.00
BASF Member$40.00

Note: All prices increase by $10.00 on the day of the program.

Event Code: G180506

Questions about our seminars and the registration process?

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Fax or Mail your registration: Registration Form ( PDF)

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