A former beneficiary and named successor trustee who had been disinherited and removed from trustee [..]
Event Date: Jun 22, 2019 12:00 PM
Event Speaker: Andrew Verriere
Venue: HBZ
This presentation will provide an analysis of the statutory grounds affording estate planners the opportunity to petition the court for approval of the estate plan during the settler’s life.
The statutory scheme for enforcing money judgments against trusts, the limitations on that scheme when facing spendthrift clauses, and ways around those limitations.
Event Date: Mar 01, 2019 12:00 PM
Event Speaker: Nicole Takemoto
Venue: HBZ
Discussion regarding California’s new Uniform Trust Decanting Act, effective January 1, 2019.
Event Date: Mar 30, 2018 12:00 PM
Event Speaker: John Hartog & Margaret Hand
Venue: HBZ
When an estate plan will provide for unequal distributions, the settlor has a blended family, a care[..]
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