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DTSTART:20261112T193000Z
DTEND:20261112T213000Z
LOCATION:The California Club - 538 S Flower Street, Los Angeles, CA 90071
UID:2989020261112T193000ZServing As Trustee, A Blessing or A Burden
DTSTAMP:20261106T154251Z
DESCRIPTION:\nServing as Trustee: A Blessing or a Burden?\n \nSelected Issues in How Banks, Private Professional Fiduciaries and Individuals Differ as Trustees\n \nThursday, November 12, 2026 | 11:30 AM – 1:30 PM | The California Club\n \nFeaturing Jennifer L. Campbell (Moderator), Alla Kutz, Scott E. Rahn, and Kingsley Smith\n \nJoin the Los Angeles Estate Planning Council for our November 12 meeting as Jennifer L. Campbell moderates a distinguished panel featuring Alla Kutz, Scott E. Rahn, and Kingsley Smith for an engaging discussion on the roles, responsibilities, and challenges of serving as trustee.\n \nThis month's meeting will be held as a luncheon at The California Club from 11:30 AM to 1:30 PM.\n \nChoosing the right trustee is one of the most important decisions in estate planning, but what really distinguishes an individual trustee from a private professional fiduciary or a corporate trustee? While each is subject to fiduciary duties and responsibilities, their approaches to trust administration, risk management, investment oversight, and beneficiary relationships can differ significantly.\n \nOur panelists will explore the practical and legal considerations involved in serving as trustee, including accepting appointments, fiduciary standards of care, trust accountings, investment management, discretionary distributions, potential liabilities, and trustee compensation. Drawing from their respective professional experiences, they will offer valuable perspectives on the advantages, challenges, and responsibilities associated with each type of trustee.\n \nWhether you advise clients on trustee selection, work alongside fiduciaries, or serve as a trustee yourself, this presentation will provide valuable insight into navigating the complexities of trust administration.\n \nMeet Our Speakers\n \nJennifer L. Campbell | Moderator\n \nJennifer Campbell is Counsel at Venable LLP and a Certified Specialist in Estate Planning, Trust and Probate Law by the State Bar of California Board of Legal Specialization. She advises high-net-worth individuals and fiduciaries on complex estate planning, trust and probate administration, and related tax matters. With decades of experience, Jennifer helps clients navigate sensitive personal and financial matters with practical guidance and clarity.\n \nAlla Kutz, CFP®, CLU, CTFA | Corporate Trustee Perspective\n \nAlla Kutz is Director of Trust Administration and Fiduciary Advisory Services for Southern California at BMO Wealth Management. With 35 years of experience in the financial services industry, she specializes in customized solutions for high-net-worth individuals and families, including trust and estate administration, conservatorships, guardianships, and charitable trusts. Prior to joining BMO in 2024, Alla served as Senior Vice President and Senior Fiduciary Specialist at BNY Mellon Wealth Management. She is actively involved in several professional organizations, including the Los Angeles, Beverly Hills, and Woodland Hills Estate Planning Councils.\n \nScott E. Rahn | Individual Trustee Perspective\n \nScott Rahn is the Founding Partner of RMO LLP, where he focuses on trust, estate, and conservatorship litigation. He represents trustees, executors, beneficiaries, and heirs in complex disputes involving fiduciary duties, inheritance conflicts, undue influence, and financial elder abuse. Recognized among California's leading trust and estate litigators, Scott has extensive experience navigating complicated family dynamics and high-stakes fiduciary matters. He is also President Emeritus of the Beverly Hills Estate Planning Council.\n \nKingsley Smith | Private Professional Fiduciary Perspective\n \nKingsley Smith is a California Licensed Professional Fiduciary and National Certified Guardian who leads the California practice of Lotus Fiduciary. He serves as successor trustee, agent under financial powers of attorney, and special and general administrator in probate matters, working with seniors, high-net-worth individuals, and families navigating complex financial and legal circumstances. Before entering the fiduciary profession, Kingsley spent more than 30 years as a television executive with NFL Network and FOX Television Stations, overseeing multimillion-dollar budgets and high-level operations. He is a graduate of the CSU Fullerton Fiduciary Studies Program and a member of the Professional Fiduciary Association of California.\n \nMeeting Information\n \nDate: Thursday, November 12, 2026\nTime: 11:30 AM – 1:30 PM\nLocation: The California Club, 538 S. Flower Street, Los Angeles, CA 90071\nMeeting Format: Luncheon\n \nPlease RSVP no later than Monday, November 9, 2026.\n \nAs a reminder, the meeting will be held at The California Club, which maintains a dress code. For more information, please visit [The California Club's Dress Code and Visitor Information](https://californiaclub.org/when-you-visit).\n \nAn application for 1.0 hour of general participatory California MCLE credit and 1.0 hour of LSMCLE credit in Estate Planning, Trust & Probate Law is pending approval.\n
SUMMARY:Serving As Trustee, A Blessing or A Burden - Los Angeles Estate Planning Council 
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