Kevin O’Brien discusses the Barefoot v. Jennings decision in the article, “California Supreme Court Confirms Former Beneficiary’s Standing to Contest Trust.”
Times of economic stress may reveal trust asset mismanagement. Alternative fee structures may provide a solution.
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.