October 13, 2021 Meeting

7:00a.m. to 9:00a.m.
University Club, 175 N. Oakland, Pasadena
Free valet parking for attendees (tip if you wish)

2021/2022 Members – No Charge; Guests: $50 – members are responsible for guest fees. If you’ve not yet joined for 2021, click here for a membership application.

Click here to RSVP

RSVPs include breakfast choices must be received no later than Monday, October 11.

This meeting is sponsored by: Paul Hargraves, Trust Properties, USA

Trust Properties sponsors Fiduciary Round Table

Breakfast Meeting Sponsor Opportunity (members only, $500 fee)

  • Three minutes to speak at meeting
  • Logo and contact information in the two meeting announcements as Sponsor
  • Email Bill Ukropina if you are interested in sponsoring a meeting

If you are a member paying for a guest or a guest and would like to pay via PayPal for breakfast in advance, please click here. This must be done prior to the RSVP deadline.

Please check in at the front table upon arrival. FRT will fully comply with all current Covid restrictions.* All attending need to be fully vaccinated. This will be verified at the door: Vaccination card, QR code or image of both sides of vaccination card. Please wear masks if not eating or drinking.

Pending Minimum Continuing Legal Education (MCLE) credit for Attorneys, please see John Cooper for the sign-in sheet and evaluation form.

Topic: Common Pitfalls in Estate Planning: A Litigator’s Perspective

This presentation is about common provisions in estate planning documents that we see litigated often and suggestions on ways to minimize litigation exposure. 

Lindsey Munyer speaks at Fiduciary Round TablePresented by: Lindsey F. Munyer, Partner,  Keystone Law Group, P.C.

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.

Lindsey received her undergraduate degree in Business Economics from the University of San Diego, where she graduated magna cum laude. She received her law degree from California Western School of Law, where she served as a member of Law Review and graduated magna cum laude. Lindsey’s LL.M. was also received from the University of San Diego.

*Please do not attend the meeting if:
•    You are sick or have any of the following symptoms: fever, sore throat, chills, cough, shortness of breath, congestion, nausea, or vomiting.
•    You’ve been in close contact with an individual diagnosed with COVID-19 or exhibiting symptoms within the past 14 days.
•    You’ve been directed to self-isolate or quarantine by a health care provider or public health official.
•    You are awaiting the results of a COVID-19 test.