Program updates relating to your area of practice.
MCLE: 1 hour
This seminar was recorded May 9, 2023.
A trustee, even one that has no person interest in a trust, can no longer take a position that favors one potential beneficiary’s interest over another’s. In the wake of Breslin v. Breslin (2021) 62 Cal.App.5th 801, where the trustee avoided any liability through taking a neutral positions, Zahnleuter v. Mueller(Filed February 9,2023; Certified for Publication March 7, 2023) 88 Cal.App.5th 1294, has further spotlighted the importance of the trustee’s neutrality. Mark A. Lester and Eric A. Hirschberg will discuss the potential dangers and consequences for a trustee who advocates for one beneficiary’s interest over a different beneficial outcome, which, in turn, changes the financial dynamics previously overlooked in trust litigation.
Program materials included. Speakers: Mark A. Lester, Esq, Eric A. Hirschberg, Esq. MCLE Expires May 9, 2028. MCLE Credit: 1 hour
San Fernando Valley Bar Association (#451)
Pasadena Bar Association (#531)