CLE Program

ADR Services, Inc., is a California State Bar certified MCLE provider that offers legal education programs to our clients throughout California at no charge.

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Lessons Learned: Cautionary Tales from Litigators and Mediators for Estate Planners and Trust and Estate Administrators

Presented by the Tri-Valley Estate Planning Council

March 7 | 6:00 pm - 8:00 pm PST

1 Hour General MCLE Credit

Description:
Presenters Bette Epstein and Richard Collier have decades of experience both litigating and mediating inheritance disputes.  This program will address issues that arise for trust and estate counsel from the time the proposed client walks in the door through the administration of the estate.  Their discussion will include recognizing and managing conflicts of interest, fiduciary duties vs. attorneys duties, importance of asking the right questions, record maintenance, going to/keeping out of probate court.

Speaker:

Location:
Locanda Ravello
172 E Prospect Ave, Danville, CA 94526

Cost:
$95 EPC Members │$115 Non-Members

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Details

Date:
March 7
Time:
6:00 pm - 8:00 pm PST
Website:
https://www.tvepc.org/event-5574407