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.
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.
Congratulations to Ryan Szczepanik & Andrew Verriere who are recipients of the CCCBA Pro Bono Honor Roll.
Event Date: 2021-06-29 12:00 PM
Event Speaker: Ryan Szczepanik & Ciaran O'Sullivan
Principal Ryan Szczepanik presented to the Trusts and Estates Section of the California Lawyers Association on “Anti-SLAPP in Probate and Trust Litigation.”