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.
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.
Legal Aid Marin & MCBA 2016 Pro Bono Appreciation Luncheon
When most people hear about elder abuse, they think of cruel or apathetic caregivers leaving elderly family and friends unattended or physically abusing them. But elder abuse is more than physical abuse: when someone takes any property - including real estate, cash, or any other asset or interest - from a person over the age of 65 by fraud or undue influence, it constitutes financial elder abuse.
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