What We Learned from COVID Period

Apr 22, 2021

HBZ Marketing

Events

Event Date:

Apr 22, 2021 12:00 PM

Speaker:

Ryan Szczepanik

Venue:

UCLA Estate Planning Advisory Program

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.

Resources

CEB Trust Estates

Topic California Decanting Statute

Mar 01, 2019

HBZ University

Event Date: 2019-03-01 12:00 PM

Event Speaker: Nicole Takemoto

Discussion regarding California’s new Uniform Trust Decanting Act, effective January 1, 2019.

Fiduciary Accounting: The Things They Would Not Let Me Say in the Book

Apr 08, 2016

Events

What questions should an attorney ask before hiring someone to prepare a client’s fiduciary accounting? What are the indicia of a poorly prepared accounting? Are waivers of account ever a good idea? Should the trust document routinely waive accountings? Ever? Is there anything a trustee’s attorney can do to shorten the statute of limitations on breaches of trust disclosed in an accounting?

Icicles on the Heart

Feb 23, 2016

Events

Principal Ryan Szczepanik presented on “What We Learned from COVID Period” at the April 2021 UCL[..]

What We Learned from COVID Period

Resources

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