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 Validity of a trust amendment was at issue in the recent Haggerty v. Thornton opinion from the California Supreme Court, which resolved a split of authority among the California Circuit Courts.
Kevin O’Brien discusses the Barefoot v. Jennings decision in the article, “California Supreme Court Confirms Former Beneficiary’s Standing to Contest Trust.”
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!