BEGIN:VCALENDAR
PRODID:-//hacksw/handcal//NONSGML v1.0//EN
VERSION:2.0
METHOD:PUBLISH
BEGIN:VEVENT
DTSTART:20260923T003000Z
DTEND:20260923T030000Z
LOCATION:Pacific Club | 4110 MacArthur Boulevard | Newport Beach 92660
UID:2746220260923T003000ZMission Creep and Ethical Considerations: When Wealth Planning Professionals Overstep
DTSTAMP:20260517T161317Z
DESCRIPTION:\n \n \nAs trust and estate litigation rises, the professionals closest to the client — attorneys, trustees, accountants, and wealth advisors — are increasingly pulled into the deposition chair. Whether you drafted the plan, administered the trust, or advised on asset transfers, opposing counsel will mine your testimony for evidence of lack of capacity, undue influence, or worse. This session gives wealth planning professionals a practical survival guide: the ethical duties and conflicts that can trip you up, the capacity and undue influence standards you'll be tested on, and how to tell the truth without becoming the other side's best witness.\n ------\n\nStewart Albertson is a dedicated and accomplished [Los Angeles probate lawyer](https://www.aldavlaw.com/probate-litigation-attorneys/), a U.S. Army veteran, and a passionate aviator and content creator—committed to delivering sharp legal insight, exceptional advocacy, and clear, effective resolutions for his clients. With a career built on strategic litigation and a deep sense of care for the people he represents, Stewart focuses on achieving just outcomes and securing the best possible results in every case.\n \nStewart earned his Juris Doctor from Loyola University New Orleans College of Law and later completed an LL.M. in Taxation from Georgetown University Law Center in Washington, D.C. \n \nBefore entering law, Stewart served honorably as a paratrooper with the U.S. Army’s 82nd Airborne Division, including a year stationed along the Demilitarized Zone in South Korea with the Second Infantry Division. [Read more](https://www.aldavlaw.com/attorneys/stewart-r-albertson/).\n ------\n\nKeith Davidson brings 2.5 decades of focused experience as a [probate lawyer in San Diego](https://www.aldavlaw.com/san-diego-probate-litigation-attorney/). A graduate of Loyola Law School, Los Angeles (top 10 percent of his class), Keith combines deep legal knowledge with a practical, strategic approach to resolving complex trust and estate disputes. He earned his B.A. in Political Science from Cal State San Bernardino and spent six years as an adjunct professor at Chapman Law School, where he taught trusts and wills. [Read more.](https://www.aldavlaw.com/attorneys/keith-a-davidson/)\n
SUMMARY:Mission Creep and Ethical Considerations: When Wealth Planning Professionals Overstep - Orange County Estate Planning Council 
PRIORITY:3
BEGIN:VALARM
TRIGGER:PT18H
ACTION:DISPLAY
DESCRIPTION:Reminder
END:VALARM
END:VEVENT
END:VCALENDAR