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Program Details
2025-10-16 13:00:00
Over 1,000+ webinars
Course Overview
2025-10-16 13:00:00
2h CLE Credits
Intermediate
2
This session explores the essential duties trustees owe to beneficiaries under California law, including loyalty, impartiality, and the prudent investor rule. Attendees will learn to identify red flags of fiduciary abuse, understand grounds for trustee removal and suspension, and examine both common law and statutory frameworks for proving undue influence in estate planning documents.
John Scheerer
David S. ZweighaftThis session examines the benefits and significant risks of having a beneficiary serve as trustee, including conflicts of interest and potential for self-dealing. Participants will learn to recognize common fraud schemes such as excessive fees, commingling, and asset valuation manipulation, while understanding the importance of preventive and detective controls including regular accountings, professional oversight, and bank reconciliations.
John Scheerer
David S. Zweighaft
Sacks, Glazier, Franklin, Lodise, McMurtrey & Scheerer, LLP

DSZ Forensic Accounting & Consulting LLC

Sacks, Glazier, Franklin, Lodise, McMurtrey & Scheerer, LLP
John Scheerer is a partner at Sacks, Glazier, Franklin, Lodise, McMurtrey & Scheerer, LLP in Los Angeles, where he focuses his practice exclusively on trusts, estates, and conservatorship litigation. He has handled a broad range of matters before the Probate Department of the Superior Court and has argued appeals in the California Court of Appeal, producing multiple successful appellate decisions. He represents beneficiaries, trustees, professional fiduciaries, and non-profit institutions, including national universities.

DSZ Forensic Accounting & Consulting LLC
David is a Fraud Subject Matter Expert with over twenty years of experience serving the legal and financial services communities with both consulting and expert witness services. David’s background includes Accounting, Auditing, Finance and Project Management experience dealing with diverse industries.

Sacks, Glazier, Franklin, Lodise, McMurtrey & Scheerer, LLP
John Scheerer is a partner at Sacks, Glazier, Franklin, Lodise, McMurtrey & Scheerer, LLP in Los Angeles, where he focuses his practice exclusively on trusts, estates, and conservatorship litigation. He has handled a broad range of matters before the Probate Department of the Superior Court and has argued appeals in the California Court of Appeal, producing multiple successful appellate decisions. He represents beneficiaries, trustees, professional fiduciaries, and non-profit institutions, including national universities.

DSZ Forensic Accounting & Consulting LLC
David is a Fraud Subject Matter Expert with over twenty years of experience serving the legal and financial services communities with both consulting and expert witness services. David’s background includes Accounting, Auditing, Finance and Project Management experience dealing with diverse industries.
Requirements
The Alabama State Bar MCLE Commission requires attorneys to complete 12 credits, including 1 ethics, by December 31 of each year. All credits must be reported by February 15 of the following year. A maximum of 12 credits, including 1 ethics credit, may be carried over for 1 year only.
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