House of Cards: Selected Real Property Issues in Administration

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Selected Real Property Issues in Administration

Credit Hours:

1.00

Specialty Area:

None

Credit Type:

General

Original Air Date:

July 18, 2023

Credit Eligible In:

California

You may be able to self apply for credits in states not listed. BHBA provides CLE accreditation as described above. Email for accreditation information in your state.

In this session, Jennifer Campbell and Lily Walden Givens will review selected issues related to real property through the administration process. Jennifer and Lily will highlight some of the common pitfalls and administrative headaches that real property in administration can cause and that can make an otherwise routine administration a source of frustration, including title issues, acceleration and triggering events in loan or entity documents, multi-party ownership, and the classic house rich, cash poor irrevocable trust. In addition, they will offer planning suggestions to minimize the frustration these issue can provoke.

Lilian Walden Givens

|

Associate Loeb & Loeb, LLP

Lilian Walden Givens’ practice focuses on representing beneficiaries and fiduciaries in contested trust and probate matters. She has experience litigating trust contests, disputes over the interpretation of testamentary instruments, breach of trust cases, accounting disputes, as well as elder abuse actions. Lilian’s practice extends across all stages of litigation, from advising on pre-litigation matters, to discovery, law and motion and trial preparation. Her ability to carefully navigate sensitive matters within her trusts and estates litigation practice allows her to form personable connections with her clients.

Jennifer Campbell

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Senior Counsel Loeb & Loeb, LLP

Jennifer Campbell maintains a full service trusts and estate practice focused on the administration of trusts and estates, and estate planning. She advises and assists clients with a myriad of matters, such as constructing estate plans and administering trusts and estates, including fiduciary legal risk management, trust funding, trust distributions, preparing estate and gift tax returns, negotiating and drafting settlement agreements, and preparing pleadings and orders.