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Events

Best (and latest) Practices for Trust, Estate and Financial Elder Abuse Mediations
Aug 05, 2021

Event Date: Jul 15, 2021 12:00 PM

Event Speaker: Ryan Szczepanik & Daniel Spector

Venue: Alameda County Bar Association

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.

Anti-SLAPP in Probate and Trust Litigation
Jul 01, 2021

Event Date: Jun 29, 2021 12:00 PM

Event Speaker: Ryan Szczepanik & Ciaran O'Sullivan

Venue: The Trusts and Estates Section of the California Lawyers Association

Principal Ryan Szczepanik presented to the Trusts and Estates Section of the California Lawyers Association on “Anti-SLAPP in Probate and Trust Litigation.”

What We Learned from COVID Period
Apr 22, 2021

Event Date: Apr 22, 2021 12:00 PM

Event 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.

Tax Strategies and Implications When Settling a Trust or Estate Dispute
Apr 14, 2021

Event Date: Apr 14, 2021 12:00 PM

Event 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.

Tax Strategies and Implications when Settling a Trust or Estate Dispute
Nov 17, 2020

Event Date: Nov 17, 2020 12:00 PM

Event Speaker: Ryan Szczepanik

At his presentation to the Sacramento Bar Association, Principal Ryan Szczepanik identifies a variety of tax pitfalls attorneys can fall into when resolving a dispute.

Did You Not Notice? Protecting Lawyers and Trustees from Beneficiary Complaints
Nov 11, 2020

Event Date: Nov 11, 2020 12:00 PM

Event Speaker: John Hartog & Ryan Szczepanik

Ryan Szczepanik & John Hartog presented at The Tax & Planning Forum.