Speaker: Vivian Lee Thoreen
Topic: Fiduciary Horror Stories: How to Prevent Them and How to Fix Them
Too often, a dream appointment for a fiduciary can quickly turn into the plot of the next Stephen King novel. Whether it be difficult ex-spouses, disenchanted beneficiaries, unique assets or complicated tax issues, this session will examine several cases drawn from the speaker’s experiences representing fiduciaries, and occasionally, working as their adversary, to explore how the fiduciaries found themselves in the situation, what they did well, what they could have done better and cautionary lessons for attendees to apply to their own practice.
Vivian Lee Thoreen is the executive partner of Holland & Knight’s Los Angeles office and chairs the firm’s national Private Wealth Services Dispute Resolution Team. She is a litigator and experienced trial attorney whose practice – both in Superior Court and in the California Courts of Appeal – focuses on complex trust, estate, conservatorship and guardianship matters. She represents individuals, families, charities and financial institutions in cases including will and trust disputes, contested conservatorships and guardianships, breach of fiduciary duty matters, and elder abuse matters. Ms. Thoreen’s experience includes some of the most sensitive and high-profile cases in her field. Whether the matters can be resolved by mediation or require trial, Ms. Thoreen’s clients benefit from her deep personal commitment and nuanced grasp of law and often byzantine facts.
An active member of the community, Ms. Thoreen is a Fellow of the American College of Trust and Estate Counsel and serves on the State Bar of California Trusts & Estates Section executive committee and the board of California Hospital Medical Center Foundation. She is an active member of and previously served on the board of governors of the Korean American Bar Association. She has been a member of the Los Angeles County Bar Association Trusts and Estates Section executive committee and the board of directors of the Los Angeles County Bar Foundation, and is an active member of the National Asian Pacific American Bar Association. Ms. Thoreen also provides pro bono services through Bet Tzedek, Public Counsel and the Alliance for Children’s Rights.
Robert Barton is an attorney in the Private Wealth Services Group and focuses on complex trust and estate litigation, trust and estate administration as well as conservatorship and guardianship matters for individuals, families and charities.
In addition to representing trustees, executors and beneficiaries in administration matters, Mr. Barton also handles breach of fiduciary duty and elder abuse matters, will and trust disputes, and contested conservatorships and guardianships in federal, state, and tribal courts throughout the country.