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Settled and Approved: Fiduciary Accounting from Start to Finish

Settled and Approved: Fiduciary Accounting from Start to Finish

July 12, 2016
8:30 A.M.

CalCPA Education Foundation
San Diego, CA
Speaker: Margaret M. Hand

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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

May 4, 2016
12:00 p.m.

The Bar Association of San Francisco
San Francisco, CA
Speaker: Margaret M. 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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Tips for Working with Elderly Donors

Tips for Working with Elderly Donors

June 25, 2015
9:15 A.M.

Association of College & Research Libraries


Berkeley, CA
Speaker: Michael C. Gerson

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Icicles on the Heart

Icicles on the Heart:
 The Effect of Advising a Client/Trustee with Uncertain Capabilities and Toward a Fiduciary Standard of Capacity


June 17, 2015
6:30 P.M.

American Matrimonial Lawyers

San Francisco, CA
Speaker: John A. Hartog

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