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.
Many trustees employ counsel to provide advice on dealing with and responding to inquiries from beneficiaries. Trustees may believe that their communications with and advice from counsel are confidential and cannot be disclosed to the beneficiaries without their consent. The recent court decision in Fiduciary Trust International of California v. Klein (2017) 9 Cal. App. 5th 1184 is a cautionary tale that warns trustees against assuming that all communications with an attorney are confidential.
Legal Aid Marin & MCBA 2016 Pro Bono Appreciation Luncheon
In his article for The Recorder, Principal John Hartog examines the recent passage of Proposition 19 and its tax implications.