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Principal Ryan Szczepanik discusses the value of dedicated trusts and estates firms in a new article on The Recorder.

Tax Strategies and Implications When Settling a Trust or Estate Dispute
Nov 25, 2019

Event Date: Dec 04, 2019 12:00 PM

Event Speaker: Ryan Szczepanik & Brandon Spivack

Venue: 4 Orinda Way, Suite 200-D,
Orinda, CA 94563

Strategies and Implications When Settling a Trust or Estate Dispute.

Principal Ryan Szczepanik’s latest article, “Numbers Game: Handling Disputes to Fiduciary Accountings,” published in CalCPA’s November issue.

If you practice in parts of the United States where wealth is more concentrated, such as New York, Los Angeles and the San Francisco Bay Area, you may very well have clients with taxable estates.

Hartog, Baer & Hand is excited to announce the elevation of David D. Little and Andrew V. Verriere to Principals, effective January 1, 2020.

Barefoot v. Jennings and its Impact on Standing in Trust Disputes
Oct 26, 2019

Event Date: Oct 26, 2019 12:00 PM

Event Speaker: Brian Fredkin

Venue: HBZ

A former beneficiary and named successor trustee who had been disinherited and removed from trustee [..]