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
Many IRA owners withdraw funds from their IRA accounts for short-term purposes. The owner then uses subsequent income to restore funds to the IRA. If the restored contribution is made within sixty days of the withdrawal, the withdrawal may be tax-free.
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.
Hartog, Baer & Hand Managing Principal John A. Hartog was named to the 2021 edition of Northern California Super Lawyers for the 17th consecutive year. Hartog also appeared on the “Top 10” list of lawyers in Northern California for the third year in a row.