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In an increasingly paperless world, is it time to update the law to allow electronic wills?

Kevin O’Brien discusses the Barefoot v. Jennings decision in the article, “California Supreme Court Confirms Former Beneficiary’s Standing to Contest Trust.”

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.