Discussion regarding California’s new Uniform Trust Decanting Act, effective January 1, 2019. This presentation will summarize the provisions of the new law and explore the benefits and risks of exercising the decanting power.
MCLE Credit: 1.0 Hour General
Determine how to produce the summary of account and each supporting schedule. Recognize California's Uniform Principal and Income Act. Recognize when the fiduciary's records reveal a breach of trust. Determine how to get the records you need to do the job you were hired to do.
HBH congratulates Veronica Diaz, a first-year student at Santa Clara University School of Law, for being the first recipient of the firm’s inaugural Diversity Scholarship.
Hartog, Baer & Hand is excited to announce the elevation of David D. Little and Andrew V. Verriere to Principals, effective January 1, 2020.
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