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DTSTART:20260910T140000Z
DTEND:20260910T160000Z
LOCATION:Depot Restaurant and Via Zoom
UID:2996920260910T140000ZUtilizing the Trust Checkbook & Creating a Clean Exit
DTSTAMP:20260805T075513Z
DESCRIPTION:\nIt is not uncommon for trustees to utilize trust resources when prosecuting and/or defending claims on behalf of the trust.  When trustees are confronted with toxic cases, what are the considerations and options for creating a transition out.  Legal authority, case law and best practices for trustees who are confronted with such contentious situations will be discussed.”\n \n \n \nAbout our Speakers\n \nJudge Klein began his career as a deputy district attorney in Los Angeles County, where he prosecuted a\n variety of criminal cases. He specialized in the prosecution of complex business fraud cases including\n embezzlement, insurance, and real estate fraud, also supervising these units. After becoming a superior\n court judge, he presided over the implementation of the nation’s first full-time juvenile mental health\n court, which addressed cases involving children with serious mental health issues.\n After transitioning to criminal court for many years, Judge Klein was then assigned to the probate court,\n where he presided over cases involving estates and trusts, guardianships, and probate conservatorships.\n He has overseen the probate cases of numerous public figures, entertainers, and business leaders.\n In addition to his work as a judge and prosecutor, Judge Klein is well-known in the legal field for his service\n in organizations including the California Judges Association, the Los Angeles County Bar, the Center for Judicial Education and Research, and the Executive Committee of the Los Angeles Superior Court.\n \nDavid Kim, Managing Partner at Wright Kim Douglas is an experienced litigator with an extensive business and real estate background, and handles exclusively probate and trust matters, both litigated and non-litigated. Mr. Kim has successfully conducted several notable trials involving probate and trust disputes on behalf of Private Professional Fiduciaries. He also counsels’ clients in all phases of trust administration, conservatorships and probate matters.\n \nAdditionally, Mr. Kim serves from time to time on highly contested conservatorship matters as Court Appointed Counsel and Guardian ad Litem for trust matters.\n \n \n
SUMMARY:Utilizing the Trust Checkbook & Creating a Clean Exit - South Bay Estate Planning Council 
PRIORITY:3
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DESCRIPTION:Reminder
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