Speaker: Margaret M. Hand
July 12, 2017, 12:30 – 2:00 P.M.
STEP Orange County 7th Annual Institute
Fashion Island Hotel, Newport Beach, California
In striking a balance between restraints on alienation and the rights of judgment creditors with respect to spendthrift trusts, legislatures have created confusion. Margaret will demystify California’s spendthrift laws and provide practical advice for those who plan and administer spendthrift trusts.
The Validity of a trust amendment was at issue in the recent Haggerty v. Thornton opinion from the California Supreme Court, which resolved a split of authority among the California Circuit Courts.
Planning and Administering Spendthrift Trusts in Tension with Public Policies Speaker: Margaret M. H[..]
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.