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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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More people than ever are becoming elderly with diminishing capacity, an absence of close family members nearby to care for them, and the potential for disfavoring heirs in asset distribution.

Sr. Associate Dave Parnall & Principal David Baer review the California court decision in Roth v. Jelley and the importance of attorneys giving notice to trust beneficiaries.

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