How to Navigate a Planner’s Minefield

How to Navigate a Planner’s Minefield

Speaker: Ryan Szczepanik

March 18, 2018, 11:15am – 12:15pm
The State Bar of California 26th Annual Estate and Gift Tax Program
University of San Francisco, Main Campus

Ryan will discuss a litigator’s perspective to conflicts that estate planners often encounter, including representing clients with mental capacity that may appear impaired, representing clients who want to make a gift to an individual identified in Probate Code section 21380 thereby invoking the presumption that the gift is the product of fraud or undue influence, and representing clients in circumstances where it appears a child or another may have undue influence over them, particularly where there are any questions of favoritism. Those issues may in turn impact the estate planner’s duties of diligence, competence, confidentiality, and to avoid conflicts of interest.