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
Ryan Szczepanik and Michael Gerson will discuss a litigator’s perspective to handling disputes to fiduciary accounting.
Sr. Associate Dave Parnall & Principal David Baer review the California court decision in Roth v. Jelley and the importance of attorneys giving notice to trust beneficiaries.
Hartog, Baer & Hand is the only Trusts and Estates boutique firm among the Top 20. This is a tremendous honor, and we congratulate our entire team for the outstanding work they do for HBH clients each and every day.