Ryan Szczepanik presents to the Probate Attorneys of San Diego (PASD) on the Tax Strategies and Implications When Settling a Trust or Estate Dispute. Ryan will discuss the approaches to settlement from a tax perspective with the goal of tailoring the pleadings, negotiations with other parties, and terms of the settlement agreement to increase the likelihood the IRS will respect the settlement for federal tax purposes.
When most people hear about elder abuse, they think of cruel or apathetic caregivers leaving elderly family and friends unattended or physically abusing them. But elder abuse is more than physical abuse: when someone takes any property - including real estate, cash, or any other asset or interest - from a person over the age of 65 by fraud or undue influence, it constitutes financial elder abuse.
Hartog, Baer & Hand is the only Trusts and Estates boutique firm among the Top 20. This is a tremendous honor, and we congratulate our entire team for the outstanding work they do for HBH clients each and every day.
Hartog, Baer & Hand Managing Principal John A. Hartog was named to the 2021 edition of Northern California Super Lawyers for the 17th consecutive year. Hartog also appeared on the “Top 10” list of lawyers in Northern California for the third year in a row.
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