ORINDA, Calif., Nov. 12, 2020 – HBH Principal David Little was elected as a Fellow of the American College of Trust and Estate Counsel (ACTEC). Little’s appointment makes him the fifth HBH attorney elected to ACTEC, joining Principals John A. Hartog, David W. Baer, Margaret M. Hand and Of Counsel John L. McDonnell Jr.
“David’s ascension to the ACTEC fellowship is truly indicative of the great work he does and the effort he has put into building his knowledge base and expertise in the trusts and estates field,” said Hand. “We are proud to welcome him to ACTEC and congratulate him on this significant achievement.”
ACTEC is a group of peer-elected trust and estate attorneys across the United States and abroad. Fellows must have more than 10 years of experience in probate and trust law or estate planning. Lawyers and law professors are elected Fellows based on their outstanding reputations, exceptional skills and substantial contributions to the field, evidenced by lecturing, writing, teaching and participating in bar activities. It is the organization’s aim to improve and reform probate, trust and tax laws, procedures and professional responsibility.
Ryan Szczepanik and Michael Gerson will discuss a litigator’s perspective to handling disputes to fiduciary accounting.
The Federal Government assesses a tax on assets that are gratuitously transferred to another person. Assets transferred during the donor's lifetime are subject to gift tax.
The statutory scheme for enforcing money judgments against trusts, the limitations on that scheme when facing spendthrift clauses, and ways around those limitations.