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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.

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.