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Did You Not Notice? Protecting Lawyers and Trustees from Beneficiary Complaints

Nov 11, 2020
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HBZ Marketing
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Events

Event Date:

Nov 11, 2020 12:00 PM

Speaker:

John Hartog & Ryan Szczepanik

Ryan Szczepanik presented at The Tax & Planning Forum. Topics discussed included:

  • Staying Out of Litigation by Complying with Trustee Duties
    • Wading into Litigation: The Notice of Hearing
    • Inadequate Disclosure in Notice
  • Potential Escape Valve – Guardian Ad Litem
    • Mental Capacity
    • Communication, Disclosure, and Information Exchange

Resources

2020 Tax and Estate Planning Forum

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