Avoiding Roadblocks with Matured Bequests

Private Wealth Services attorney Stacie Nelson will present at the Sacramento Estate Planning Council's (SEPC) 2026 Estate Planning Forum. Taking place at the University of the Pacific McGeorge School of Law, this premier educational conference for Northern California estate planning professionals offers the chance to hear from nationally recognized practitioners on the issues that matter most for clients and counsel. Ms. Nelson will speak on matured bequests, specifically imparting guidance on how to identify (and mitigate) potential problems ahead of time as well as how to resolve them when they arise. Her session will draw on decades of experience in disputed trust, estate and conservatorship matters, along with contentious administrations of trusts and estates, to share helpful strategies for estate planners and advisors.