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January 2017 General Breakfast Meeting

January 12, 2017 @ 7:00 am - 9:00 am

january-2017-handout-judge-steele

Speaker: Hon. James Steele

Topic:  Fiduciary Investing

Click here to download presentation –  FIDUCIARY INVESTING (2016) V3 without notes (1-17)

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About our Speaker:

HON. JAMES A. STEELE (RET.) Judge Steele, now a full-time neutral with ADR Services, Inc., retired from the Superior Court bench in late 2014. His assignments included both Unlimited/General Civil as well as Probate. He has presided over bench and jury trials in the areas of real estate, professional negligence, wrongful death, breach of contract and personal injury and bench trials in the probate, trust and estates area including those pertaining to breach of fiduciary duty and elder abuse. Judge Steele has been an instructor at the Probate Institute attended by probate judges from all over California and he has also been published on various probate-related topics including, among others, special needs trusts, probate litigation and fiduciary investment practices. Judge Steele taught Construction Law for 20 years and was the architect of the Rutter Group’s Construction Law Program. In 2013 Judge Steele was honored with the Administration of Justice Award as a result of his developing and implementing, with the assistance of local bar associations, the Central District’s highly successful Pro Bono Probate Settlement Program. Judge Steele spent 29 years in private practice before his judicial career as inhouse counsel, later with a 70-person firm in Century City, and finally in his own 5-person business litigation firm. In addition to his law degree, he has an undergraduate degree awarded with distinction in economics, a master’s degree in business and he has completed a post-graduate program in tax law. Judge Steele may be reached for scheduling purposes as follows: Case Manager Chelsea Rhodes (310) 201-0010; Chelsea@ADRServices.org

Details

Date:
January 12, 2017
Time:
7:00 am - 9:00 am
Event Category:

Organizer

Marlowe Kepner
Phone:
310 375-6300
Email:
marlowekepner@gmail.com

Venue

The Depot
1250 Cabrillo Ave
Torrance, CA 90501 United States
+ Google Map
Phone:
310 787-7501
View Venue Website

Details

Date:
January 12, 2017
Time:
7:00 am - 9:00 am
Event Category:

Organizer

Marlowe Kepner
Phone:
310 375-6300
Email:
marlowekepner@gmail.com

Venue

The Depot
1250 Cabrillo Ave
Torrance, CA 90501 United States
+ Google Map
Phone:
310 787-7501
View Venue Website