Ryan Szczepanik presents to the Probate Attorneys of San Diego (PASD) on the Tax Strategies and Implications When Settling a Trust or Estate Dispute. Ryan will discuss the approaches to settlement from a tax perspective with the goal of tailoring the pleadings, negotiations with other parties, and terms of the settlement agreement to increase the likelihood the IRS will respect the settlement for federal tax purposes.
Spendthrift Trusts, Limited Protection for Deadbeat Beneficiaries. - California law has long recognized a settlor’s right to restrict a beneficiary’s use of trust assets. Restraints on alienation, spendthrift clauses, shutdown clauses and wholly discretionary trusts are a few of the tools settlors may use when creating a trust for the benefit of someone likely to have creditor problems.
David Little was elected as a Fellow of the American College of Trust and Estate Counsel (ACTEC).
In an increasingly paperless world, is it time to update the law to allow electronic wills?
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