Event Date:
Mar 30, 2018 12:00 PM
Speaker:
John Hartog & Margaret Hand
Venue:
HBZ
When an estate plan will provide for unequal distributions, the settlor has a blended family, a caregiver will receive a substantial gift, or one or more children are disinherited, or the plan otherwise gives rise to a legitimate fear of future litigation, the estate planner may take measures to deter disgruntled beneficiaries from bringing a contest or to prevent the estate plane from being invalid.
MCLE Credit: 1.5 Hours General
Principal Ryan Szczepanik discusses the value of dedicated trusts and estates firms in a new article on The Recorder.
In his article for The Recorder, Principal John Hartog examines the recent passage of Proposition 19 and its tax implications.
The Southern California Tax and Estate Planning Forum