Best Practices & Pitfalls for Negotiating Settlements and Releases for Trustees
The Bar Association of San Francisco
November 4, 2014
|
12:00 PM - 1:30 PM PT
BASF Conference Center
3rd Floor
3rd Floor
301 Battery Street
San Francisco, CA
San Francisco, CA
Private Wealth Services attorneys Stacie Polashuk Nelson and Kyong Kim will present a program titled "Best Practices & Pitfalls for Negotiating Settlements and Releases for Trustees."
Topics
- Trustee Duties when Seeking a Beneficiary's Release
- Statutory Protections and Limitations
- Issues regarding Unrepresented Beneficiaries
- Alternatives to a Release