Principal Ryan Szczepanik discusses the value of dedicated trusts and estates firms in a new article on The Recorder. “While the large and midsized full-service firms are wooing lawyers to rebuild their trust and estates practices,” the author contends that lawyers committed to the practice should not overlook the benefits of a boutique. “As someone who practiced for many years at large firms before moving to my current boutique, I am accustomed to offering the highest caliber of legal services. I enjoy maintaining those standards while practicing in a more “user-friendly” environment. Boutique firms emphasize specialization.”
Principal Ryan Szczepanik presented on “Tax Strategies and Implications When Settling a Trust or Estate Dispute” at the April 2021 Santa Cruz Estate Planning Council.
Trustees should anticipate that beneficiaries’ inquiries and demands will intensify.
Hartog, Baer & Hand (HBH) Principal Ryan J. Szczepanik has been elected as president of the East Bay Trust and Estate Lawyers (EBTEL). Effective Jan. 1, Szczepanik succeeds HBH Principal David D. Little in the role.