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.
When most people hear about elder abuse, they think of cruel or apathetic caregivers leaving elderly family and friends unattended or physically abusing them. But elder abuse is more than physical abuse: when someone takes any property - including real estate, cash, or any other asset or interest - from a person over the age of 65 by fraud or undue influence, it constitutes financial elder abuse.
Clients, friends and colleagues often ask me "how often should I update my estate plan?" Estate planning attorneys commonly recommend that you review your estate plan documents - i.e., your will, revocable "living" trusts, power of attorney for financial matters, and advance health care directives - at least every five years.
How to Navigate a Planner’s Minefield Speaker: Ryan Szczepanik March 18, 2018, 11:15am - 12:15[..]
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