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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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It’s critical that the couple understand and adhere to the rules governing their acts. Married clients often establish a Family Trust to control the disposition of their assets During their lifetimes, clients may transmute (that is, change the form of) property, whether from separate to community, from community to separate or from the separate property of one spouse to the separate property of the other spouse. A transmutation isn’t valid unless made in writing by an express declaration that’s made, joined in, consented to or accepted by the spouse whose interest in the property is adversely affected. The writing must contain language that expressly states that the characterization or ownership of the property is being changed.

Hartog, Baer, Zabronsky (HBZ) congratulates Anna Judson, a first-year student at UC Berkeley School of Law, for being the firm’s 2022 Diversity Scholarship recipient.

Tax Strategies and Implications When Settling a Trust or Estate Dispute
Nov 25, 2019

Event Date: 2019-12-04 12:00 PM

Event Speaker: Ryan Szczepanik & Brandon Spivack

Strategies and Implications When Settling a Trust or Estate Dispute.