Event Date:
Nov 07, 2018 18:00 PM
Speaker:
Margaret M. Hand
Venue:
Judicial Council of California
Speaker: Margaret M. Hand
November 7, 2018 at 8:30 am
Center for Judicial Education and Research/ Operations and Programs Division
Judicial Council of California
455 Golden Gate Ave., San Francisco, CA
Principal Ryan Szczepanik discusses the value of dedicated trusts and estates firms in a new article on The Recorder.
Sr. Associate Dave Parnall & Principal David Baer review the California court decision in Roth v. Jelley and the importance of attorneys giving notice to trust beneficiaries.
Times of economic stress may reveal trust asset mismanagement. Alternative fee structures may provide a solution.