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DTSTART:20260729T003000Z
DTEND:20260729T030000Z
LOCATION:Pacific Club | 4110 MacArthur Boulevard | Newport Beach 92660
UID:2746120260729T003000ZServing as Trustee: Blessing or Burden?
DTSTAMP:20260623T051108Z
DESCRIPTION:\n \n \nServing as Trustee: Blessing or Burden is a lively discussion moderated by Jennifer Campbell of Venable in which a panel of experts will discuss the role of the trustee from the perspective of a corporate fiduciary (Alla Kutz of BMO), a private professional fiduciary (Mike Novak), and an individual non-professional fiduciary (Scott Rahn of RMO).  This informative discussion will highlight how the different types of trustees approach their fiduciary duties and illustrate the situations in which each is an effective choice for your estate plan or administration.\n ------\n\nMEET OUR SPEAKERS\n \nJennifer Campbell, ESQ., Counsel at Venable \n \nJennifer is certified as a specialist in estate planning, trust, and probate law by the State Bar of California Board of Legal Specialization. She advises high-net-worth individuals and fiduciaries on complex estate planning, trust and probate administration, and related tax matters. Jennifer draws on decades of experience as a trusts and estates lawyer to help clients practically navigate sensitive personal and financial matters with clarity and confidence.\n \n \n \n \n \n \n \nAlla Kutz, CFP, CLU, CTFA, Director, Trust Administration and Fiduciary Advisory Services-Southern CA at BMO Wealth Management\n \nAlla specializes in providing customized services for high-net-worth individuals and families in the areas of trust and estate administration, conservatorships and guardianships, special needs trusts and charitable trusts, as part of an overall personal wealth management strategy. She joined the organization in 2024 and has 35 years of experience in the financial services industry.\n \n \n \n \n \n \n \nMike Novak, CLPF, Private Fiduciary at ProFiduciary, Inc.\n \nMike’s 25-year career with corporate fiduciaries focused on the management of real estate assets held in client accounts, and in the latter 13 years, he supervised teams of real estate asset managers along the West Coast.  The market value of those portfolios ranged from ~$750M to ~$2B, and the leasing, acquisition, disposition, and exchange transactions he and his teams managed ranged from “mom and pop” transactions to ~$100M deals with institutional investors.\n \n \n \n \n \nScott E. Rahn, ESQ., Founding Partner of RMO LLP \n \nScott has focused his practice exclusively on contentious trust, estate, and conservatorship litigation for more than 20 years. Since launching RMO LLP in 2015, Scott has represented heirs, beneficiaries, individual and professional trustees, institutional fiduciaries, executors, and conservators in complex probate and fiduciary disputes throughout California.\n \n \n \n \n ------\n\nJULY DINNER SPONSOR\n \n[](https://calprivate.bank/)\n
SUMMARY:Serving as Trustee: Blessing or Burden? - Orange County Estate Planning Council 
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