Keystone Partners Jim Bush and Monica Yun were honored to present at Professional Fiduciary Association of California’s OC Chapter event, delivering a compelling discussion titled “Navigating Capacity and Undue Influence Claims: Strategies for Trustees with Litigating Authority.” Their presentation provided crucial insights into the challenges fiduciaries face when managing complex legal disputes and protecting the interests of those affected by undue influence.
Their firsthand accounts gave audience members a deeper understanding of how probate attorneys approach difficult capacity-related cases, offering practical strategies for navigating these nuanced issues. “Capacity and undue influence are among the most challenging legal hurdles to address, as they frequently arise in our field and require careful navigation,” said Monica. “It’s incredibly rewarding to help others understand the complexities involved, and I’m grateful to PFAC for providing a platform where we can share valuable perspectives and guidance.”
Following the presentation, Jim and Monica reflected on the lasting impact of the session and the valuable discussions it sparked. Jim remarked, “The audience engagement during the seminar and afterwards was outstanding. Their insightful questions underscore the growing need for these presentations, and Keystone and I look forward to continuing to contribute.”
Keystone Law Group remains committed to fostering education and collaboration within the probate community, and events like these serve as a vital space for fiduciaries to gain the tools and knowledge necessary to navigate the legal complexities.
