What We Learned from COVID Period

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.

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.

The Bay Area’s premier trust and estate law firm Hartog, Baer & Hand will be known as Hartog, Baer, Zabronsky (HBZ), effective immediately.