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.

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

Hartog, Baer & Hand is the only Trusts and Estates boutique firm among the Top 20.  This is a tremendous honor, and we congratulate our entire team for the outstanding work they do for HBH clients each and every day.