Keystone Partner Lindsey Munyer presented at a webinar hosted by the Beverly Hills Bar Association, focusing on the complexities of trust administration and dispute prevention.
Titled “The Anatomy of a Bad Trust Administration,” the program examined how certain decisions made during the administration process can escalate into litigation. Munyer provided practical guidance on identifying early warning signs and outlined strategies trustees can use to minimize risk and avoid costly disputes.
“Many trust disputes stem from decisions that seem routine at the time but carry unintended consequences,” said Munyer. “By understanding where things commonly go wrong, trustees can take a more proactive approach and reduce the likelihood of conflict.”
The session offered attendees a detailed look at both the legal and practical aspects of trust administration, equipping them with tools to better navigate challenges and protect the interests of beneficiaries.
