Update from the Bench with Julia Kelety, Probate Judge

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Update from the Bench with Julia Kelety, Probate Judge

11th February


HearthStone is hosting lunch for the PFAC San Diego Region, "A View from the Bench" series with the Honorable Julia Kelety on Tuesday, February 11th.   Judge Kelety will cover a variety of topics such as not overstepping a fiduciary’s legal authority in whatever capacity a fiduciary is serving, conflicts (wearing too many hats), when to enter/exit a dispute, use of petition for instructions to ask permission (rather than forgiveness), abuse of discretion and standard of care.