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.
Sr. Associate Dave Parnall & Principal David Baer review the California court decision in Roth v. Jelley and the importance of attorneys giving notice to trust beneficiaries.
Principal Ryan Szczepanik and Daniel Spector presented on the “Best (and latest) Practices for Trust, Estate and Financial Elder Abuse Mediations” to the Alameda County Bar Association. Topics discussed included common methods of resolution, when to participate in a T&E, FEA mediation, selecting the right mediator, pre-mediation tasks, the mediation brief, and the settlement agreement.
Congratulations to Margaret M. Hand, named to Best Lawyers in America for 2020. Ms. Hand was also recognized as Lawyer of the Year for achieving the highest overall peer feedback.