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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The Challenges with Family Member Trustees: Disputes, Dynamics, and Resolutions

Complimentary In-House CLE Program with ADR Services, Inc.

October 15 | 12:00 pm - 1:00 pm PDT

1 Hour General CLE Credit

Description:
When family members are named trustee, what could go wrong? A lot, as most trust and estate litigators know all too well. This advanced-level CLE program explores the emotional, legal, and strategic challenges that arise when siblings, step-relatives, or other family members take on fiduciary roles—and the inevitable disputes that follow.
Led by Carmen Alberio and Bette Epstein, two seasoned trust and estate mediators, this program offers practical guidance for attorneys navigating these volatile dynamics. Topics include managing client expectations, bringing a realistic perspective to accounting and real property disputes, dealing with unrepresented or unreasonable beneficiaries, and leveraging mediation to reach creative resolutions. With real-world examples and insights from the settlement table, attendees will leave better equipped to counsel clients, reduce litigation, and achieve durable outcomes—even when family conflict runs deep.

Speaker:

Location:
Webinar

Cost:
$0 – Complimentary Program

Click here to register

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Details

Date:
October 15
Time:
12:00 pm - 1:00 pm PDT
Website:
https://us06web.zoom.us/webinar/register/WN_iFUaLZZETKaoGsKAzmdxjg