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.
Clients, friends and colleagues often ask me "how often should I update my estate plan?" Estate planning attorneys commonly recommend that you review your estate plan documents - i.e., your will, revocable "living" trusts, power of attorney for financial matters, and advance health care directives - at least every five years.
Principal Ryan Szczepanik presented on “Tax Strategies and Implications When Settling a Trust or E[..]
Principal Ryan Szczepanik presented on “Tax Strategies and Implications When Settling a Trust or E[..]
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