Hartog, Baer and Hand (HBH) is pleased to announce the creation of an annual Diversity Scholarship. The scholarship is a one-time award of $5,000. The scholarship will be given to a law student from an underrepresented community who is from or resides in Contra Costa or Alameda County, or is interested in practicing law in Contra Costa or Alameda County after graduation.
To be eligible, students must meet the following requirements:
Application Instructions:
HBH will review the applications and select finalists to interview with the Diversity, Equity, and Inclusion Committee at HBH. The scholarship award winner will be announced in the Winter of 2021.
Andrew Verriere highlights Governor Newsom's recently signed AB 1194, which expands the protections for conservatees and proposed conservatees in California.
Ryan Szczepanik & John Hartog presented at The Tax & Planning Forum.
Many trustees employ counsel to provide advice on dealing with and responding to inquiries from beneficiaries. Trustees may believe that their communications with and advice from counsel are confidential and cannot be disclosed to the beneficiaries without their consent. The recent court decision in Fiduciary Trust International of California v. Klein (2017) 9 Cal. App. 5th 1184 is a cautionary tale that warns trustees against assuming that all communications with an attorney are confidential.