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MCLE - Lear is Your Client: Planning for Regan, Goneril and Cordelia - Estate Planning in Anticipation of Litigation

02/06/2018 10:29 PM | Denise Bashline (Administrator)

Witkin Law Library

 

 

When: Wednesday, February 28, 2018
Where:

Alameda County Law Library

125 Twelfth Street
Conference Room 8
Oakland, CA , 94607 , Alameda County


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Desc: Speakers John A. Hartog and Margaret M. Hand will discuss planning approaches and the drafting techniques when advising estate planning clients who fear post-death disputes. Attendees to this program will learn about "bribe gifts", uses of powers of appointment to discourage litigation, expense clauses and fee shifting provisions, conditional gift provisions, and no contest clauses.

John A. Hartog is a California certified specialist in Estate Planning, Trust and Probate Law, and in Taxation Law. He is a Fellow of the American College of Trust and Estate Counsel (ACTEC). He has been selected to the Super Lawyers® Top 100 list by his peers for twelve consecutive years. He has been selected for inclusion in The Best Lawyers in America by his peers for ten consecutive years. Mr. Hartog is the lead consulting editor for the Matthew Bender publication California Trust Litigation; a co-author of California Trust Practice; the lead consulting editor and a co-author for the Matthew Bender multi-volume treatise California Wills & Trusts; he is also a legal consultant to the California Wills and Trusts document assembly program.

Margaret M. Hand has expertise in crafting practical estate planning solutions for both simple and complicated families. She is a fellow of the American College of Trust and Estate Counsel (ACTEC), a Certified Specialist in Estate Planning, Trust and Probate Law and one of Northern California's Super Lawyers. She lectures at professional education programs throughout California, teaches fiduciary accounting for the CalCPA Education Foundation, and has published a variety of chapters, workbooks and articles on estate planning, probate and trust law; she's the co-author of CEB's Fiduciary Handbook.

Contact: Register at Eventbrite or call 510-272-6483 or ask for a registration form at the reference desk.
Additional Links: Flyer (641kb) *

 

 

 

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