$45
A practical, litigation-focused look at how trust administrations go wrong. This program examines the common mistakes—communication failures, poor recordkeeping, and fiduciary missteps—that lead to disputes and lawsuits, along with key strategies to prevent them.
Lindsey F. Munyer, a Partner at Keystone Law Group, P.C., is a Certified Specialist in Estate Planning, Trust & Probate Law (State Bar of California, Board of Legal Specialization), and has an LL.M. in Taxation. Lindsey has experience litigating trust and estate matters, and is adept at handling all stages of litigation, including discovery, mediation, law and motion and trials, as well as representing fiduciaries in the administration of estates and trusts. Lindsey has represented clients in a range of capacities including as trustees, beneficiaries, executors, creditors, heirs, and conservators, in all manner of disputes, and for estates valued in the tens of millions of dollars. Lindsey also has a background in tax planning and tax controversy. While working towards her LL.M., Lindsey interned with the I.R.S. Office of Chief Counsel, where she successfully argued a tax deficiency case in Tax Court.
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This program is free for members at the Sustainer or higher level and OnDemand subscribers. Economy members pay the full rate. Join first, then login to BHBA+ to access this program.
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