Event Date:
Mar 18, 2018 12:00 PM
Speaker:
Ryan Szczepanik
Venue:
The State Bar of CA
Speaker: Ryan Szczepanik
March 18, 2018, 11:15am – 12:15pm
The State Bar of California 26th Annual Estate and Gift Tax Program
University of San Francisco, Main Campus
Ryan will discuss a litigator’s perspective to conflicts that estate planners often encounter, including representing clients with mental capacity that may appear impaired, representing clients who want to make a gift to an individual identified in Probate Code section 21380 thereby invoking the presumption that the gift is the product of fraud or undue influence, and representing clients in circumstances where it appears a child or another may have undue influence over them, particularly where there are any questions of favoritism. Those issues may in turn impact the estate planner’s duties of diligence, competence, confidentiality, and to avoid conflicts of interest.
Icicles on the Heart: The Effect of Advising a Client/Trustee with Uncertain Capabilities and Toward a Fiduciary Standard of Capacity
David Little was elected as a Fellow of the American College of Trust and Estate Counsel (ACTEC).
Times of economic stress may reveal trust asset mismanagement. Alternative fee structures may provide a solution.