Numbers Game: Handling disputes to Fiduciary Accountings

At his presentation to the Sacramento Bar Association, Principal Ryan Szczepanik identifies a variety of tax pitfalls attorneys can fall into when resolving a dispute.

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.

HBZ is proud to support three passionate and driven individuals in their pursuit of diversity and community thinking within the field of law. Congratulations to Trinity Balla, Alondra Lopez, and Jenny Jeon for their superb efforts and dedication. We wish you the best in your endeavors!