San Francisco Bar Association
The Estate Planning, Probate and Trust Section presents:
Who's Your Client; Do You Owe Duties to the Beneficiaries?
November 1, 2017: 12:00 pm - 1:15 pm
MCLE Credits - 1 H, in Legal Specialization. This is a brown bag luncheon.
A primer on and review of the law governing when a trust and estate lawyer may owe a duty to a third party beneficiary who is not a client. The law will be examined in the context of estate planning, trust and estate administration and litigation.
Speaker:
Stacie Nelson
Holland & Knight, LLP
Topics:
• When do estate planners owe a duty to beneficiaries?
• Do lawyers for fiduciaries owe a duty to beneficiaries?
• What are the exceptions to the general rules?
Section Chair: Rebekah Sapirstein, BNY Mellon Wealth Management
Location:
BASF Conference Center
301 Battery Street
3rd Floor
San Francisco, CA 94111
Schedule:
MCLE Registration: 11:30 a.m. - 12:00 p.m.
Program: 12:00 - 1:15 p.m.
Cost:
| BASF Student Member |
Complimentary |
| Section Member |
$30.00 |
| BASF Member |
$40.00 |
| Government |
$40.00 |
| Nonprofit |
$40.00 |
| Non-Member |
$55.00 |
Note: All prices increase by $10.00 on the day of the program.
Event Code: G170514
Questions about our seminars and the registration process?
Fax or Mail your registration: Registration Form
( 
PDF)
