Event Date: Nov 07, 2018 18:00 PM
Event Speaker: Margaret M. Hand
Venue: Judicial Council of California
Margaret M Hand discusses Advanced Topics on Probate Accountings (Probate Code section 1060, Fiduciary Truth Serum).
Ryan Szczepanik and Michael Gerson will discuss a litigator’s perspective to handling disputes to fiduciary accounting.
Event Date: Mar 18, 2018 12:00 PM
Event Speaker: Ryan Szczepanik
Venue: The State Bar of CA
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.
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