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Brown Bag: Estate Planning/Administration

Brown Bag: Estate Planning/Administration

Speaker: Margaret M. Hand

July 12, 2017, 12:00 – 1:30 P.M.
Wendel, Rosen, Black & Dean LLP
1111 Broadway, 19th Floor, Oakland, CA

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Spendthrift Trusts, Limited Protection for Deadbeat Beneficiaries

Spendthrift Trusts, Limited Protection for Deadbeat Beneficiaries

Speaker: Margaret M. Hand

May 17, 2017, 12 – 1 P.M.
Santa Clara Probate Courthouse, Dept. 12, 191 North First Street,
San Jose,  CA

AND

May 18, 2017, 12 – 1 P.M.
El Dorado Planned Giving Committee  –  Serrano Country Club,
5005 Serrano Pkwy, El Dorado,  CA

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Using Expert Witnesses: A View from the Trenches

Using Expert Witnesses: A View from the Trenches

September 30, 2016
10:15 A.M.

Jerry A. Kasner Estate Planning Symposium
Santa Clara Convention Center, Santa Clara, CA
Speaker: John A. Hartog

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The Fading Client Quandary

The Fading Client Quandary: What Can the Financial Planner Do When a Client May Not Be Mentally Competent?

May 31, 2016
2:15 P.M. – 3:15 P.M.

FPA NorCal Conference
The Palace Hotel, San Francisco, CA
Speaker: David W. Baer, JD of HARTOG, BAER & HAND

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

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

April 29, 2016
12:00 p.m.

38th Annual UCLA/CEB Estate Planning Institute
Manhattan Beach, CA
Speaker: Margaret M. Hand

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Legal Aid Marin & MCBA 2016 Pro Bono Appreciation Luncheon

March 23, 2016
12:00 P.M.

Legal Aid Marin & MCBA 2016 Pro Bono Appreciation Luncheon
McInnis Park Club Restaurant in San Rafael, CA
Speaker: David W. Baer, JD of HARTOG, BAER & HAND

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Appraisals from the Estate Planner’s Perspective

Appraisals from the Estate Planner’s Perspective
 

November 19, 2015
7:00 P.M.

American Society of Appraisers Norcal Chapter
San Francisco, CA
Speaker: Michael C. Gerson

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Private Judge Trust Litigation Trials


Private Judge Trust Litigation Trials


November 3, 2015
12:00 P.M.

San Francisco Bar Association
San Francisco, CA
Speaker: Ryan Szczepanik & John Minton

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