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HBZ is delighted to announce the 3rd annual Diversity Scholarship.

Tax Strategies and Implications When Settling a Trust or Estate Dispute
Nov 25, 2019

Event Date: Dec 04, 2019 12:00 PM

Event Speaker: Ryan Szczepanik & Brandon Spivack

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

Strategies and Implications When Settling a Trust or Estate Dispute.

Hartog, Baer & Hand is the only Trusts and Estates boutique firm among the Top 20.  This is a tremendous honor, and we congratulate our entire team for the outstanding work they do for HBH clients each and every day.

Clients frequently demand “bulletproof” trusts from their estate planning attorneys.

Advanced Topics on Probate Accountings
Oct 17, 2018

Event Date: Nov 07, 2018 18:00 PM

Event Speaker: Margaret M. Hand

Venue: Judicial Council of California

Margaret M Hand discusses Advanced Topics on Probate Accountings (Probate Code section 1060, Fiduciary Truth Serum).

Settled and Approved II: Handling Disputes to Fiduciary Accountings
Feb 27, 2018

Event Date: Aug 15, 2018 12:00 PM

Event Speaker: Ryan Szczepanik

Ryan Szczepanik and Michael Gerson will discuss a litigator’s perspective to handling disputes to fiduciary accounting.