Keystone’s accomplished attorneys shared their expertise on critical legal topics through presentations hosted by the Continuing Education of the Bar (CEB) and myLawCLE. These informative sessions cater to legal professionals seeking Continuing Legal Education (CLE) credits.
Fiduciary Misconduct Involving Trusts
Partner Monica Yun and Managing Partner Shawn Kerendian led a compelling discussion on fiduciary misconduct related to trusts during a CEB presentation in December 2023.
The session delved into various forms of fiduciary misconduct, exploring legal remedies for such breaches. A notable case study highlighted the consequences of poor trustee behavior and strategies to prevent future misconduct.
Attorney Fees in Trusts and Probate
Partner Roee Kaufman and Shawn teamed up for a CEB presentation in January 2024, focusing on attorney fees within trust and probate contexts.
Attendees gained insights into fee structures for probate administration, trust administration, and litigation. The discussion emphasized transparency and fairness in fee arrangements.
Attorney's Guide to Probate
Associate Jenna Schneider delivered this comprehensive seminar in February 2024.
The webinar covered estate administration from inception to final distribution. Attendees learned about initial documentation, best practices for opening probate, handling estate debts, addressing creditor claims, and considerations specific to California real property assets.
The presentation concluded with practical advice on court filings during the estate administration’s final stages.
To access a complementary copy of the presentation, navigate to the presentation linked above and select “Register for this Program”, then select “Register for recorded version”. After creating an account, use the coupon code KeystoneLaw24 at checkout.
These presentations underscore our attorneys’ commitment to contributing to legal educational development, in addition to providing valuable guidance to clients. Whether discussing fiduciary responsibilities or unraveling the complexities of probate, our attorneys are dedicated to expanding the legal community’s knowledge base.
