X
Home   |  News & Events   |  Best (and latest) Practices for Trust, Estate and Financial Elder Abuse Mediations
All categories

Best (and latest) Practices for Trust, Estate and Financial Elder Abuse Mediations

Aug 05, 2021
   |   
HBZ Marketing
   |   
Events

Event Date:

Jul 15, 2021 12:00 PM

Speaker:

Ryan Szczepanik & Daniel Spector

Venue:

Alameda County Bar Association

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.

Resources

ACBA Presentation—Best (and Latest) Practices for TE Financial Elder Abuse Mediations

Related Posts

Foreign Accounts Reporting
May 13, 2015
Articles

Principal Ryan Szczepanik and Daniel Spector presented on the “Best (and latest) Practices for Tru[..]

Read More
Fiduciary Accounting: The Things They Would Not Let Me Say in the Book
Apr 08, 2016
Events

What questions should an attorney ask before hiring someone to prepare a client’s fiduciary accounting? What are the indicia of a poorly prepared accounting? Are waivers of account ever a good idea? Should the trust document routinely waive accountings?  Ever? Is there anything a trustee’s attorney can do to shorten the statute of limitations on breaches of trust disclosed in an accounting?

Read More
John A. Hartog recognized as “Best Lawyer of the Year, 2020” for work in Trusts and Estates and Trusts and Estates Litigation.
Aug 22, 2019
Press Releases

John A. Hartog named to Best Lawyers in America for 2020. Recognition is based on peer review by leading lawyers in the Trusts & Estates practice in Northern California. As noted on the Best Lawyers website, “Best lawyers know who the best lawyers are.”

Read More