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.
Kevin O’Brien discusses the Barefoot v. Jennings decision in the article, “California Supreme Court Confirms Former Beneficiary’s Standing to Contest Trust.”
John Hartog explains Common Estate Planning Mistakes & How to Avoid Them
If one becomes incapacitated and does not have the right legal documents in place, no one can legally make health care and financial decisions for that person. What can you do to avoid this scenario?