May 1, 2015 5:00 P.M. 37th Annual UCLA/CEB Estate Planning Institute Los Angeles, CA Speaker: John A. Hartog
Sr. Associate Dave Parnall & Principal David Baer review the California court decision in Roth v. Jelley and the importance of attorneys giving notice to trust beneficiaries.
Principal Ryan Szczepanik’s latest article, “Numbers Game: Handling Disputes to Fiduciary Accountings,” published in CalCPA’s November issue.
Icicles on the Heart: The Effect of Advising a Client/Trustee with Uncertain Capabilities and Tow[..]
