Powers of Attorneys - Myths, Management and Litigation
Time: Noon via Zoom
Speakers: Stacie Polashuk Nelson and Vivian Lee Thoreen
This program will cover:
1. The scope of authority granted under financial powers of attorney
2. Statutory governments and schemes
3. Rights duties, authorities and obligations created under a power of attorney and rights of third parties in reliance thereon
4. Strategies for drafting provisions to meet your clients specific needs and to avoid litigation and the dangers of these sweeping powers
5. Myths regarding power of attorneys, and
6. Litigation and remedies to address breaches.
Ms. Polashuk Nelson is a partner in the San Francisco office of Holland & Knight. She specializes in Trust and Estate Litigation and Dispute Resolution, concentrating on all aspect of contentious trust, estate and conservatorship matters. She also focuses on Estate and Trust Administration
Ms. Lee Thoreen is the executive partner of Holland & Knight's Los Angeles office and chairs the firm's national Private Wealth Services Dispute Resolution Team. She is a litigator and experienced trial attorney whose practice – both in Superior Court and in the California Courts of Appeal – focuses on complex trust, estate, conservatorship and guardianship matters. She represents individuals, families, charities and financial institutions in cases including will and trust disputes, contested conservatorships and guardianships, breach of fiduciary duty matters, and elder abuse matters.
This lunch will be held via Zoom Video Conference. Registered attendees will be provided with a link to Zoom registration once you have registered for this event and paid your fee online. You must register on Zoom in order to receive the encrypted link for joining this secured web conference. The link for registering will be found on your PCBA registration email. Please be sure to register on Zoom no later than September 24 in order to receive written material.
This video conference will provide one hour MCLE credit or one hour specialty credit.
Cost is $15 for PCBA Probate Section members and $25 for PCBA non-section members or non PCBA members. Space is limited so be sure to sign-up early.