Trust Administration Boot Camp

Attorneys Daniel Newbold and Janet Li will be speaking at the East Bay Trusts & Estates Lawyers’ Trust Administration Boot Camp on September 23rd.

They will discuss trust modification, revocation, termination, and Heggstad Petitions.

The Trust Administration Boot Camp is an all-day workshop that will focus on the basics of the administration of trusts. The program is intended for new practitioners and other attorneys seeking to expand their practices, as well as fiduciaries and paralegals new to trust administration. Extensive materials will be provided in electronic format, including sample forms and other reference materials. Leading practitioners will cover a broad range of topics, with an orientation towards acquiring practical knowledge.

Continuing Education

MCLE: 7 hours of credit


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