The Sweet Spot: When and How to Step into your Fiduciary Role

Description:
Stepping in as a Conservator of the Person or Estate or Successor Trustee can be a challenge, particularly so when the conservatee or former Trustor/Trustee is reluctant to accept a successor’s assistance. Are you a bull in a china shop or do you tiptoe in like a ballerina? This presentation will focus on best practices for stepping in as successor in those situations.

Price:
Member - $50
Non-Member - $70

CEU/MCLE:
1.0 - Trusts

Presented Date:
November 8, 2023

SPEAKERS:
Suzanne Nicholl
Suzanne P Nicholl

•    Suzanne P. Nicholl focuses her law practice exclusively on estate planning, conservatorships,
guardianships, and trust and probate administration. Suzanne is licensed to practice law in California,
District of Columbia, and the United States Tax Court.
•    Suzanne is a California State Bar Certified Legal Specialist in Estate Planning, Trust & Probate Law and has a Martindale-Hubbell AV Preeminent Peer Review Rating.
•    She graduated from Monmouth University, cum laude, and Thomas Jefferson School of Law.
•    Suzanne serves as a Court Appointed Attorney and Guardian ad Litem for the Superior Court of
California San Diego County Probate Division, and is a California State Bar Special Master for San Diego County.
•    She also proudly serves on the board directors for Elder Law and Advocacy, a nonprofit organization
dedicated to helping senior citizens protect their legal rights.


Ashley Rathbun
Ashley E. Rathbun

Ashley E. Rathbun focuses her law practice exclusively on estate planning, trust and probate administration, and estate, gift, and real property taxation. Ashley is licensed to practice law in California and the United States District Court, Southern District of California. Ashley has been designated as a Rising Star (Super Lawyer) in Estate Planning and Probate from 2019 through 2023. She graduated from University of California, Davis, and University of San Diego (USD) School of Law. Ashley has published articles regarding trust and estate issues.
She is a member of the State Bar of California – Estate Planning, Trust and Probate Law Section,
the Probate Attorneys of San Diego, and Estate Planning Council of San Diego. She is a former
Chair of the San Diego County Bar Association’s Estate Planning, Trust and Probate Law Section.

 

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Course Details

Chapter 101:00:00
Lesson 1 01:00:00
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