Speaker: Margaret M. Hand
May 17, 2017, 12 – 1 P.M.
Santa Clara Probate Courthouse, Dept. 12, 191 North First Street,
San Jose, CA
AND
May 18, 2017, 12 – 1 P.M.
El Dorado Planned Giving Committee – Serrano Country Club,
5005 Serrano Pkwy, El Dorado, CA
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. Using colorful stories about deadbeat beneficiaries, Margaret M. Hand will discuss the use of these tools, describe those circumstances in which they work well and describe those circumstances in which they are of limited or no use.
Principal Ryan Szczepanik discusses the value of dedicated trusts and estates firms in a new article on The Recorder.
Spendthrift Trusts, Limited Protection for Deadbeat Beneficiaries Speaker: Margaret M. Hand May [..]
If one becomes incapacitated and does not have the right legal documents in place, no one can legally make health care and financial decisions for that person. What can you do to avoid this scenario?