Event Date: Jul 15, 2021 12:00 PM
Event 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.
Event Date: Jun 29, 2021 12:00 PM
Event Speaker: Ryan Szczepanik & Ciaran O'Sullivan
Venue: The Trusts and Estates Section of the California Lawyers Association
Principal Ryan Szczepanik presented to the Trusts and Estates Section of the California Lawyers Association on “Anti-SLAPP in Probate and Trust Litigation.”
Event Date: Apr 22, 2021 12:00 PM
Event Speaker: Ryan Szczepanik
Venue: UCLA Estate Planning Advisory Program
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.
Event Date: Apr 14, 2021 12:00 PM
Event Speaker: Ryan Szczepanik
Venue: Santa Cruz Estate Planning Council
Principal Ryan Szczepanik presented on “Tax Strategies and Implications When Settling a Trust or Estate Dispute” at the April 2021 Santa Cruz Estate Planning Council.
At his presentation to the Sacramento Bar Association, Principal Ryan Szczepanik identifies a variety of tax pitfalls attorneys can fall into when resolving a dispute.
Ryan Szczepanik & John Hartog presented at The Tax & Planning Forum.