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Attack on a Trust Instrument

The Estate Planning, Probate and Trust Litigation Subsection presents

Attack on a Trust Instrument

Properly Advising the Trustee on their Duty of Impartiality

Date Thursday, May 7, 2026
MCLE Registration 5:00 - 5:30 p.m.
In-Person Program

5:30 - 6:30 p.m.
Light appetizers and beverages will be provided.
MCLE 1 Hour of Estate Planning, Trust & Probate Law Specialization
Location BASF Offices
50 Fremont Street, Suite 1700
San Francisco, CA

Speakers

   
Honorable Glen M. Reiser (Ret.)
JAMS
Honorable Sandra K. Bean
Alameda County Superior Court

When a trust restatement or trust amendment is challenged or is threatened to be challenged by a person who has been disinherited, seeking to resurrect a prior instrument, possibly naming some other trustee:
     - Does the current trustee have an obligation or authorization to defend the most recent restatement or amendment and their trusteeship?
     - Or is current trustee compelled to sit on the sidelines and let the respective beneficiaries fight it out?

Judge Reiser (Ret.) and Judge Bean propose to set out a definitive set of guidelines on how and when to avoid exposing the current trustee to significant liability and, in the case of professional fiduciaries, to potential loss of licensure if the wrong path is chosen.

 

Section Chairs
Alicia Gámez, Law Office of Alicia M. Gámez
Frank Busch, Coblentz, Patch, Duffy & Bass


Thank You to Our Sponsor
(As of 4/27/2026)


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Interested in sponsorship opportunities? Email events@sfbar.org
For a printable sponsorship form, click here.

Event Code: G260501
For a printable flyer, click here. 
For related events, click here. 

Cost

FREE BASF Law Student
$50 Section Member
$60 BASF Member
$75 All Others
  All prices increase $10 on the day of the program 
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Program Access
This is an in-Person program only.  Virtual access will not be available. Program recordings are not guaranteed and/or included with this registration, nor immediately accessible to registrants. Approved recordings of live programs are converted to On-Demand CLE Courses and available for separate purchase through a third-party library 30 business days after the live recording. 

Attending Programs
This event may be filmed or photographed. By participating in this event, you consent to have your likeness used for the BASF/JDC’s archival purposes and promotional materials. If you do not want to be photographed, please inform a BASF/STAFF person or the photographer.

Substitution, Cancellation, and Refund Requests

For CLE events of 1.5 hours or less, Lunch & Learn programs, Happy Hours, Receptions, and Mixers, a refund is available if you submit your cancellation request at least 48 hours prior to the event. A $10 handling fee will be deducted from your refund. Please complete the Event Cancellation Form.

If you are unable to attend, you may send a substitute. Please complete the Event Cancellation Form.

MCLE Notice
To receive MCLE credit, you must sign in during the designated MCLE registration period. This activity is approved for Minimum Continuing Legal Education credit by the State Bar of California. BASF is a certified provider: Provider #103

Accessibility
People with disabilities and/or special requests should contact BASF regarding reasonable accommodations.

When
5/7/2026 5:30 PM - 6:30 PM
Where
In-Person BASF Offices 50 Fremont Street, Suite 1700 San Francisco, CA 94105