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 Southern California Tax and Estate Planning Forum
Hartog, Baer & Hand congratulates Principal Andrew Verriere for his appointment to the board of directors for the Contra Costa County Bar Association (CCCBA). Thank you for your outstanding leadership in our community!
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.