Ryan Szczepanik presents to the Probate Attorneys of San Diego (PASD) on the Tax Strategies and Implications When Settling a Trust or Estate Dispute. Ryan will discuss the approaches to settlement from a tax perspective with the goal of tailoring the pleadings, negotiations with other parties, and terms of the settlement agreement to increase the likelihood the IRS will respect the settlement for federal tax purposes.
Congratulations to Kevin O’Brien for his article published in The Recorder. Kevin analyzes the nuance of appeals within trusts & estates cases in the article, “In Trust Litigation, It’s Best to Take the ‘Appeal Now’ Approach.”
John A. Hartog Named to Northern California Super Lawyers’ 2019“Top 10” List
HBZ is delighted to announce the second annual Diversity Scholarship.
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