The Challenges with Family Member Trustees & Administrators: Disputes, Dynamics, and Resolutions

Description: When family members are named trustee or appointed administrator, what could go wrong? A lot, as most trust and estate litigators know all too well. This advanced-level CLE program explores the emotional, legal, and strategic challenges that arise when siblings, step-relatives, or other family members take on fiduciary roles—and the inevitable disputes that follow. Led by Carmen Alberio and Bette Epstein, two seasoned trust and estate mediators, this program offers practical guidance for attorneys navigating these volatile dynamics. Topics include managing client expectations, bringing a realistic perspective to accounting and real property disputes, dealing with unrepresented or unreasonable beneficiaries, and leveraging mediation to reach creative resolutions. With real-world examples and insights from the settlement table, attendees will leave better equipped to counsel clients, reduce litigation, and achieve durable outcomes—even when family conflict runs deep. Speaker: Carmen Alberio, Esq. – ADR Services, Inc. Bette Epstein, Esq. – ADR Services, Inc. This webinar has been approved by the State Bar of California for 1 hour of General credit. To receive self-study credit, take this quiz after watching the video: https://forms.gle/Rfs8tcqnoCdtRUAD9 Access the Written Materials here: https://www.adrservices.com/wp-conten...