When to Join the Fight: Fiduciary Neutrality and Rules of Ethics

Did you know that licensed professional fiduciaries have detailed Ethics Rules that they must follow? This speech will explore those Ethics Rules and how they interface in typical probate court matters. We will also explore the expectation that professional fiduciaries be neutral. But given their Ethics Rules and applicable law, can they really be neutral at all times? When do they have to pursue claims against family members or defend a contest? What strategies can be employed to try to stay above the “fray” while still meeting fiduciary duties and standards?

Presented by:

David Kim speaks at Fiduciary Round Table San Gabriel ValleyDavid Kim, Partner, Wright Kim Douglas, ALC

David Kim, Managing Partner of Wright Kim Douglas, is an experienced litigator with an extensive business and real estate background, and handles exclusively probate and trust matters, both litigated and non-litigated. Mr. Kim has successfully conducted several notable trials involving probate and trust disputes on behalf of Private Professional fiduciaries and individuals. He also counsels clients in all phases of trust administration, conservatorships and probate matters.

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