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Event Date Thu May 13 EDT (5 months ago)
Location Webinar
Region Americas

Join to explore the fascinating world of what life is like for a successor trustee of a real estate portfolio. Unlike taking over an estate of mostly marketable securities, stepping in as the successor trustee of a real estate portfolio requires not only a knowledge of real estate as an asset class but the ability to navigate multiple entities, title issues, complex financing, tenant disputes and property management.

Step into a day in the life of the successor trustees as they navigate non-paying tenants, un-repaired fire damage, doors nailed/glue/rusted shut, “cash-less” trusts, undue influence and intra-family litigation. Juliana and Tom have a combined 5+ decades of real estate and trust administration experience to share with the goal of helping practitioners assist their clients in avoiding some of the common pitfalls of estate transitions with real property.


2021 Speakers

Juliana Ricks, Whittier Trust Company

Thomas Frank
Executive Vice President, Northern California Regional Manager, Whittier Trust Company

Sponsors & Partners

2021 Sponsors

• Section of Real Property
• Trust and Estate Law