Mr. Verriere will discuss an issue often faced by estate planners. Frequently, estate planners are tasked with drafting plans with anticipated future litigation. This presentation will provide an analysis of the statutory grounds affording estate planners the opportunity to petition the court for approval of the estate plan during the settler’s life. Also analyze case law interpreting the relevant statutory provisions and explore the pros and cons of these techniques.
MCLE Credit: 1.0 Hour General
The internet has brought many advances to our lives. The world wide web, emails, blogs, cloud computing, social media and other online accounts are a common way to communicate with family and friends, manage finances or operate a business.
Hartog, Baer & Hand is excited to announce the elevation of David D. Little and Andrew V. Verriere to Principals, effective January 1, 2020.
Spendthrift Trusts, Limited Protection for Deadbeat Beneficiaries. - California law has long recognized a settlor’s right to restrict a beneficiary’s use of trust assets. Restraints on alienation, spendthrift clauses, shutdown clauses and wholly discretionary trusts are a few of the tools settlors may use when creating a trust for the benefit of someone likely to have creditor problems.