The Validity of a trust amendment was at issue in the recent Haggerty v. Thornton opinion from the California Supreme Court, which resolved a split of authority among the California Circuit Courts.
This presentation will provide an analysis of the statutory grounds affording estate planners the opportunity to petition the court for approval of the estate plan during the settler’s life.
Ryan Szczepanik and Michael Gerson will discuss a litigator’s perspective to handling disputes to fiduciary accounting.
Tax Strategies and Implications When Settling a Trust or Estate Dispute.