Event Date:
Apr 14, 2021 12:00 PM
Speaker:
Ryan Szczepanik
Venue:
Santa Cruz Estate Planning Council
Principal Ryan Szczepanik presented on “Tax Strategies and Implications When Settling a Trust or Estate Dispute” at the April 2021 Santa Cruz Estate Planning Council.
Litigators and administration attorneys alike can fall into a variety of tax pitfalls when resolving a dispute. This presentation helps spot potential issues and provide solutions for resolving them to your client’s benefit.
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.
Principal Ryan Szczepanik presented on “What We Learned from COVID Period” at the April 2021 UCLA Estate Planning Advisory Program. Topics discussed included practicing law after COVID-19, new technologies and the challenges they bring, confidentiality risks, and the future of trials and estate planning.
Principal Ryan Szczepanik presented on “Tax Strategies and Implications When Settling a Trust or E[..]