Barefoot v. Jennings and its Impact on Standing in Trust Disputes

In his article for Bloomberg Tax, HBH Principal Andrew Verriere examines the California Court of Appeal’s Breslin v. Breslin decision and the expanded authority of trial courts in trust proceedings.

Principal Ryan Szczepanik and Daniel Spector presented on the “Best (and latest) Practices for Trust, Estate and Financial Elder Abuse Mediations” to the Alameda County Bar Association. Topics discussed included common methods of resolution, when to participate in a T&E, FEA mediation, selecting the right mediator, pre-mediation tasks, the mediation brief, and the settlement agreement.

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