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Fiduciary Accountings: Pull ‘Em Together or Pick 'Em Apart
Feb 14, 2020

Event Date: Feb 25, 2020 12:00 PM

Event Speaker: Margaret Hand

Venue: 4 Orinda Way, Suite 200-D,
Orinda, CA 94563

Fiduciary accountings are easy to read when you understand the story they tell.

Principal Ryan Szczepanik discusses the value of dedicated trusts and estates firms in a new article on The Recorder.

Principal Ryan Szczepanik’s latest article, “Numbers Game: Handling Disputes to Fiduciary Accountings,” published in CalCPA’s November issue.

Hartog, Baer & Hand is excited to announce the elevation of David D. Little and Andrew V. Verriere to Principals, effective January 1, 2020.

Barefoot v. Jennings and its Impact on Standing in Trust Disputes
Oct 26, 2019

Event Date: Oct 26, 2019 12:00 PM

Event Speaker: Brian Fredkin

Venue: HBZ

A former beneficiary and named successor trustee who had been disinherited and removed from trustee [..]

Congratulations to Margaret M. Hand, named to Best Lawyers in America for 2020. Ms. Hand was also recognized as Lawyer of the Year for achieving the highest overall peer feedback.