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HBZ University

Barefoot v. Jennings and its Impact on Standing in Trust Disputes
Oct 26, 2019

Event Date: Oct 26, 2019 12:00 PM

Event Speaker: Brian Fredkin

Venue: HBZ

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

Inter Vivos Petitions
Jun 22, 2019

Event Date: Jun 22, 2019 12:00 PM

Event Speaker: Andrew Verriere

Venue: HBZ

This presentation will provide an analysis of the statutory grounds affording estate planners the opportunity to petition the court for approval of the estate plan during the settler’s life.

Enforcing Judgments Against Spendthrift Trusts
Apr 26, 2019

Event Date: Apr 26, 2019 12:00 PM

Event Speaker: David Parnall

Venue: HBZ

The statutory scheme for enforcing money judgments against trusts, the limitations on that scheme when facing spendthrift clauses, and ways around those limitations.

Topic California Decanting Statute
Mar 01, 2019

Event Date: Mar 01, 2019 12:00 PM

Event Speaker: Nicole Takemoto

Venue: HBZ

Discussion regarding California’s new Uniform Trust Decanting Act, effective January 1, 2019.

Estate Planning in Anticipation of Litigation
Mar 30, 2018

Event Date: Mar 30, 2018 12:00 PM

Event Speaker: John Hartog & Margaret Hand

Venue: HBZ

When an estate plan will provide for unequal distributions, the settlor has a blended family, a care[..]