Keystone Partners Lindsey Munyer and Roee Kaufman were honored to present at Professional Fiduciary Association of California’s Statewide Webinar in May, exploring the complex challenges trustees face when the interests of beneficiaries and trustors are at odds. Their presentation, “What’s a Trustee to Do When the Interests of Beneficiaries and Trustors Collide,” provided practical strategies and key insights for fiduciaries navigating these difficult legal dilemmas.
Reflecting on the event, Lindsey emphasized the value of engaging with such a receptive audience. “Presenting at the webinar was a rewarding experience,” she shared. “It’s always great to exchange knowledge and discuss real-world trustee issues with professionals who are eager to learn.”
Roee also spoke highly of PFAC’s commitment to education and collaboration. “PFAC continues to set the bar for meaningful engagement in the fiduciary space,” he said. “Their webinars create unique opportunities for presenters to connect with professionals in different ways, and it’s inspiring to be part of a platform that prioritizes growth and connection in our industry.”
Keystone Law Group remains dedicated to providing thought leadership in probate and trust litigation, and events like PFAC’s Statewide Webinar serve as an important space for fostering dialogue, sharing best practices, and strengthening the fiduciary community.
