Copy of Heir Turbulence Ahead – Collecting Bequests Amidst Family Conflict

This event is closed. If you have any questions, please contact the event planner directly.

Summary

Program Description:
Buckle up and remain seated as litigation attorneys Jeff Galvin and Tyson Hubbard from Downey Brand LLP pilot us through the conflicts that can arise when collecting charitable bequests. Accusations of mental incapacity, undue influence, and elder abuse may cloud the air. Or perhaps the trust or will was drafted in a foggy way, leading to dogfights over who gets what. By anticipating hazards, planned giving professionals can better land gifts for their organizations.

Speaker Bio(s):
Jeffrey Galvin
Jeff Galvin is a partner at Downey Brand LLP, a law firm based in Sacramento. His litigation practice focuses on trust and estate disputes, including the representation of trustees, beneficiaries and creditors.

More specifically, Jeff frequently represents parties in will and trust contests that turn on issues of mental capacity and/or undue influence. For example, Jeff represented a client in a will/trust contest in Calaveras County that ran for 25 days in 2012, resulting in a judgment in favor of his client that was affirmed on appeal.

In addition to will and trust contests, Jeff helps clients with difficult issues in trust and estate administration, as may occur, for example, between step-parents and step-children.

Jeff frequently speaks and writes on trust and estate litigation topics. He edits a blog called “Trust on Trial,” www.trustontrial.com.

After growing up in San Francisco, Jeff attended Harvard College and UCLA School of Law. Before joining Downey Brand, Jeff litigated consumer protection cases, mainly involving investment fraud, for the Federal Trade Commission in Washington.

Jeff currently serves as Programs Chair of the Sacramento Estate Planning Council and as a board member of Sacramento Food Bank & Family Services.

He lives in Sacramento with his wife and two children.

Tyson Hubbard
Tyson Hubbard is an attorney at Downey Brand. He also focuses his practice on trust and estate disputes, and is a co-editor of the Trust on Trial blog.
Tyson hails from Syracuse, New York. He attended Harvard College and Syracuse University School of Law.
Before joining Downey Brand, Tyson practiced for six years in Boston, where he advised individuals and businesses in a variety of matters including guardianship, breach of contract, business litigation, products liability, and toxic tort cases.
Tyson is the Secretary of the Sacramento County Bar Association Probate and Estate Planning Section and he also is a Commissioner of the City of Davis Recreation and Park Commission.
He lives in Davis with his wife and two children.

Program Agenda:
Registration and Networking: 11:30AM
Luncheon Presentation: 12:00PM – 1:30PM

This program is accredited for 1.5 hours by CFRE and appropriate for all planned giving professional levels.




PREPAYMENT POLICY
PGFGS hereby establishes the policy that attendance will be paid in advance by credit card. For attendees who want to pay by check, checks will need to be received one week before the event in order for them to be considered registered.

Make checks payable to PGFGS. Mail to: Raquel Altavilla, 1130 Iron Point Rd # 100, Folsom, CA 95630.

You may cancel your registration and receive a partial refund minus a $5 processing fee by 5pm, Tuesday, June 20.

Details

  • When

  • Sunday, October 29, 2017
    11:30 AM - 1:30 PM

  • Where

  • KVIE Community Room
    2030 W. El Camino Avenue
    Sacramento, California 95833

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