Ethical Challenges in Trust Administration

Date: Thursday, December 1, 2022
Time: 12:00pm - 1:30pm
Location: The Grand Event Center, 4101 E Willow St
Speaker: Monica Goel

Ethical Challenges in Trust Administration

Ethics is usually framed as obvious improprieties we should avoid, but in the real world, ethical decisions frequently involve making "slippery slope" choices, choosing the best of several bad choices and selecting choices that have potentially unavoidable conflicts of interest, often under time and money constraints and with emotions running hot, in which the decision is subject to later review by a judge or beneficiary pool who has the luxury of 20/20 hindsight and time. Monica Goel, Esq., will take us on a deep dive into ethical issues that may arise in estate planning, financial planning and administration of a trust, probate estate, power-of-attorney agency, conservatorship or guardianship.  
About Monica
Monica Goel, a member of the firm since 1999 and partner since 2010, has been rated “superb” by AVVO and named as one of the top estate planning attorneys in 2019 and 2020 and Super Lawyer in Trusts and Estates. With over twenty years of legal experience, Ms. Goel advises clients on a full range of estate, trust, probate, and conservatorship matters. Her practice focuses on estate planning, trust administration, probate administration, elder law, trust and probate litigation.

On August 1, 2014, the California Board of Legal Specialization certified partner Monica Goel as a legal specialist in Estate Planning, Trust, and Probate Law. She joins an elite group of attorneys that have taken the legal specialization exam and earned this coveted designation. The legal specialization exam is offered every two years in specific practice areas. Attorneys must pass and submit an application to become board certified.

Ms. Goel is a published author in the Daily Journal and OC Lawyer Magazine. She is a frequent lecturer on trust administration, probate administration, court accountings, liability for fiduciaries, and legal ethics in estate administration.

Ms. Goel is a member of the PVP panel for the LA Superior Court and is routinely appointed by the court to represent incapacitated persons and advise the court regarding appointment of conservators.

She was previously an adjunct professor at Cerritos College in the Certified Paralegal Program and is currently on the Trustee Advisory Committee therein. She has joined the faculty at UCI Extension Summer 2014 and is teaching a class in Estate Planning.

Monica Goel was admitted to the bar in December, 2000. Education: UCLA (B.A., 1997); University of Southern California Law School (J.D. 2000). Monica was the 1998/1999 Trope and Trope Family Law Fellow and did an Externship in the Chambers of Judge Kim McLane Wardlaw, 9th Circuit Court of Appeals in 1999.
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