Event Date:
Jul 15, 2021 12:00 PM
Speaker:
Ryan Szczepanik & Daniel Spector
Venue:
Alameda County Bar Association
Principal Ryan Szczepanik and Daniel Spector presented on the “Best (and latest) Practices for Trust, Estate and Financial Elder Abuse Mediations” to the Alameda County Bar Association. Topics discussed included common methods of resolution, when to participate in a T&E, FEA mediation, selecting the right mediator, pre-mediation tasks, the mediation brief, and the settlement agreement.
The Epidemic of Financial Elder Abuse & Undue Influence
Principal Ryan Szczepanik discusses the value of dedicated trusts and estates firms in a new article on The Recorder.
Discussion regarding California’s new Uniform Trust Decanting Act, effective January 1, 2019.
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