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.

In his article for Bloomberg Tax, HBH Principal Andrew Verriere examines the California Court of Appeal’s Breslin v. Breslin decision and the expanded authority of trial courts in trust proceedings.

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!

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.

In his article for Bloomberg Law, Principal Ryan J. Szczepanik posits that anti-SLAPP motions should be prohibited in trust and will contest proceedings.

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.