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VLOG – Keeping Trustees Out of Lawsuits: A Mini-Series – McDowall Cotter 4/17/2020 12pm
April 17, 2020 @ 12:00 pm - 12:30 pm
On Friday, April 17th from 12:00 – 12:30pm, attorney David Rosenbaum will be hosting Episode 3 of the Keeping Trustees Out of Lawsuits Mini-Series. The new McDowall Cotter, APC five part mini-series details the real story, the trials and tribulations of trustees, from the eyes of the trial attorney starring Trusty Trustee and narrated by David Rosenbaum.
EP 3: I am a Loyal Trustee, Really, I am – Trusty was thinking about using property from the trust. They thought about renting, or borrowing or loaning. Trusty isn’t aware of the duty of loyalty. This is a world where Trusty must avoid conflicts of interest, and self-dealing is forbidden. David walks through what it means to be a loyal trustee. Trusty adds a twist: they are both a trustee and a beneficiary.
To join us for this vlog, please follow this link: https://zoom.us/j/676234152
At McDowall Cotter, we offer decades of experience with wealth preservation and estate planning and a commitment to the kind of rigorous ongoing education that guarantees its integrity and success. If you are based in the San Francisco Peninsula, South Bay, San Mateo County, Santa Clara County, Santa Cruz County, Alameda County, and San Francisco, and are looking to make or update an existing will or trust, please feel free to schedule a consultation with our attorneys at McDowall Cotter, or join our event and meet our attorneys!
McDowall Cotter’s chief objective is to deliver exemplary legal services that are personalized, effective, and efficient. Legal matters can be confusing and intimidating; we make it our business to provide clients with the assistance they need to understand the law and with the services they desire to make it work for them.
McDowall Cotter provides comprehensive legal services in five areas of practice: trust administration and probate, civil and trust litigation, estate planning, wealth preservation, and small business planning.
We pride ourselves on our knowledge, experience, commitment and compassion. We strive, for every client and under every circumstance, to conduct ourselves in ways that combine the care and creativity that make us excellent wealth preservation planners with the determination, teamwork and attention to detail that explain our enduring success as business counselors and litigators.
Check our website at: https://www.mcdlawyers.net/
For more information about our services, contact us at:
2070 Pioneer Court
San Mateo, CA 94403
Mountain View – Satellite Office
800 W El Camino Real, Suite 180,
Mountain View, CA 94040