Leveraging Inter Vivos Trust Petitions to Avoid Post-Death Trust Contests

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!

Strategies and Implications When Settling a Trust or Estate Dispute.

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.