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Stephen M. Lowe Presented at the LACBA 2019 Trusts & Estates Symposium

Stephen M. Lowe presented at the LACBA 2019 Trusts & Estates Symposium.

This year’s symposium explored how to account for the rights of contingent remainder beneficiaries in the event of incapacity, featuring a discussion on the following cases: Evangelho, Giraldin, and Drake. A second panel examined ethical issues surrounding attorneys representing Trustees who actively Participate with the trustee in committing breaches of fiduciary duty to the detriment of a trust, focusing on the Wolf v. Mitchell, Silberberg & Knupp case. A third panel  detailed an in-depth discussion on the new Probate Code Decanting Laws and comparison on other methods of modifying irrevocable trusts.