Attack on a Trust Instrument: The Duty of Impartiality and How to Keep Your Trustee Out of Hot Water

Join JAMS neutral Hon. Glen M. Reiser (Ret.) and his fellow panelist, Hon. Sandra K. Bean, Supervising Judge, Alameda County Superior Court, at the OCBA Trust & Estates Section meeting, where they will explore a trustee’s duty of impartiality in trust administration and the important role attorneys play in helping trustees comply with that obligation. The program will review key California law governing impartiality, provide practical insights for advising trustees, and address how counsel can help clients avoid breaches of fiduciary duty, litigation exposure, and potential surcharges.