The Role of Trustee, a Blessing or Burden?
Date: Thursday, April 2, 2026
Time: 12:00pm - 1:30pm
Location: The Grand Event Center
Speaker: Rich Barsumian

We will discuss the pros and cons of having a family member, corporate trustee, or private fiduciary as a trustee.
Alla Kutz--Director at BMO U.S.
Jennifer Campbell—Aattorney at Law
Sean D. Muntz--Managing Partner of RMO LLP
Rich Barsumian—California Licensed Professional Fiduciary
Thank you to our monthly speaker sponsor
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