Speaker: Margaret M. Hand
July 12, 2017, 12:00 – 1:30 P.M.
Wendel, Rosen, Black & Dean LLP
1111 Broadway, 19th Floor, Oakland, CA
California law has long recognized a settlor’s right to restrict a beneficiary’s use of trust assets. Restraints on alienation, spendthrift clauses, shutdown clauses and wholly discretionary trusts are a few of the tools settlors may use when creating a trust for the benefit of someone likely to have creditor problems. Using colorful stories about deadbeat beneficiaries, Margaret M. Hand will discuss the use of these tools, describe those circumstances in which they work well and describe those circumstances in which they are of limited or no use.
RSVP REQUIRED BY 10AM JULY 10.
If you are an EBTEL member send an email to admin@EBTEL.org with “July 12 Brown Bag RSVP” in the Subject line. Go to EBTEL’s website for other registration options.
Principal Ryan Szczepanik presented on “What We Learned from COVID Period” at the April 2021 UCLA Estate Planning Advisory Program. Topics discussed included practicing law after COVID-19, new technologies and the challenges they bring, confidentiality risks, and the future of trials and estate planning.
The Bay Area’s premier trust and estate law firm Hartog, Baer & Hand will be known as Hartog, Baer, Zabronsky (HBZ), effective immediately.
The 2017 Tax Cuts and Jobs Act became law on December 22, 2017, with most provisions becoming effective on January 1, 2018. Some provisions are permanent, while others expire. Most significant for gift and estate tax purposes is the temporary doubling of several exemptions.
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