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Advanced Topics on Probate Accountings
Oct 17, 2018

Event Date: Nov 07, 2018 18:00 PM

Event Speaker: Margaret M. Hand

Venue: Judicial Council of California

Margaret M Hand discusses Advanced Topics on Probate Accountings (Probate Code section 1060, Fiduciary Truth Serum).

Estate Planning in Anticipation of Litigation
Mar 30, 2018

Event Date: Mar 30, 2018 12:00 PM

Event Speaker: John Hartog & Margaret Hand

Venue: HBZ

When an estate plan will provide for unequal distributions, the settlor has a blended family, a care[..]

Settled and Approved II: Handling Disputes to Fiduciary Accountings
Feb 27, 2018

Event Date: Aug 15, 2018 12:00 PM

Event Speaker: Ryan Szczepanik

Ryan Szczepanik and Michael Gerson will discuss a litigator’s perspective to handling disputes to fiduciary accounting.

How to Navigate a Planner’s Minefield
Feb 21, 2018

Event Date: Mar 18, 2018 12:00 PM

Event Speaker: Ryan Szczepanik

Venue: The State Bar of CA

Ryan will discuss a litigator’s perspective to conflicts that estate planners often encounter, including representing clients with mental capacity that may appear impaired, representing clients who want to make a gift to an individual identified in Probate Code section 21380 thereby invoking the presumption that the gift is the product of fraud or undue influence, and representing clients in circumstances where it appears a child or another may have undue influence over them, particularly where there are any questions of favoritism.

The 2017 Tax Cuts and Jobs Act became law on December 22, 2017, with most provisions becoming effective on January 1, 2018. Some provisions are permanent, while others expire. Most significant for gift and estate tax purposes is the temporary doubling of several exemptions.

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.