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The Change in the Court’s View on Trustees Remaining Impartial in Light of Breslin v. Breslin and Zahnleuter v Mueller (FD)

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$9.00
SKU:
SKU #23SFVBA-19 (FD)
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Self-study hours are logged by the listener and the one page list is kept in an MCLE compliance folder. The log requires a listing of each program title, the program's approved MCLE provider name, program length, and whether or not that program contains mandatory subfield credit (legal ethics, elimination of bias, or prevention of substance abuse.)

Participatory hours require a proctor (any adult who is not simultaneously using the same program for participatory credit) to complete and sign documents accompanying each participatory program. Those completed and signed documents are subsequently returned to Versatape and individual certificates of compliance are prepared and returned to the listener to be filed in a MCLE compliance folder. Versatape will also keep a copy of the certificates of compliance on file. If audited the State Bar will be looking for a copy of those completed certificates of compliance and a copy of the self -study hours log.

Note: Please note MCLE audio program hours listened to in excess of 25 hours in a 3-year compliance period cannot be carried over into the next 3-year cycle.

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MCLE: 1 hour 

This seminar was recorded May 9, 2023. 

A trustee, even one that has no person interest in a trust, can no longer take a position that favors one potential beneficiary’s interest over another’s. In the wake of Breslin v. Breslin (2021) 62 Cal.App.5th 801, where the trustee avoided any liability through taking a neutral positions, Zahnleuter v. Mueller(Filed February 9,2023; Certified for Publication March 7, 2023) 88 Cal.App.5th 1294, has further spotlighted the importance of the trustee’s neutrality. Mark A. Lester and Eric A. Hirschberg will discuss the potential dangers and consequences for a trustee who advocates for one beneficiary’s interest over a different beneficial outcome, which, in turn, changes the financial dynamics previously overlooked in trust litigation. 

Program materials included. Speakers: Mark A. Lester, Esq, Eric A. Hirschberg, Esq. MCLE Expires May 9, 2028. MCLE Credit: 1 hour

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