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Icicles on the Heart

Feb 20, 2016
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Icicles on the Heart:
 The Effect of Advising a Client/Trustee with Uncertain Capabilities and Toward a Fiduciary Standard of Capacity

May 1, 2015
5:00 P.M.

37th Annual UCLA/CEB Estate Planning Institute

Los Angeles, CA
Speaker: John A. Hartog

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Travis Neal looks at the Spousal Lifetime Access Trust and how business owners can minimize the estate tax implications when their business is worth more than the gift and estate tax exclusion.

Icicles on the Heart:
 The Effect of Advising a Client/Trustee with Uncertain Capabilities and Tow[..]

HBZ is proud to support three passionate and driven individuals in their pursuit of diversity and community thinking within the field of law. Congratulations to Trinity Balla, Alondra Lopez, and Jenny Jeon for their superb efforts and dedication. We wish you the best in your endeavors!