Probate Litigation: Key Issues for Attorneys

San Diego County Bar Association
CLE Available, Seminar
October 3, 2012
5:30 PM - 7:45 PM PT
SDCBA Bar Center
1333 7th Ave
San Diego, CA 92101

Trusts, Estates and Fiduciary Dispute Resolution Partners Vivian Lee Thoreen and Stacie Polashuk Nelson will speak at the San Diego County Bar Association Seminar on a panel title "Probate Litigation: Key Issues for Attorneys."

Ms. Thoreen and Ms. Nelson will discuss the following topics:

  • nuances of probate court proceedings
  • ethical issues – who is the client?
  • the beneficiary
  • the fiduciary – personal representative or trustee
  • jurisdiction & standing
  • notice & venue
  • statute of limitations
  • assessing the merits
  • will/trust contests
  • breach of fiduciary duty claims
  • remedies – suspension, removal, fees, surcharge
  • fee disputes
  • attorney fees
  • fiduciary fees
  • elder abuse

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