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.
The internet has brought many advances to our lives. The world wide web, emails, blogs, cloud computing, social media and other online accounts are a common way to communicate with family and friends, manage finances or operate a business.
HBH is pleased to welcome Andrew Zabronsky and Anthony Matricciani
Sr. Associate Dave Parnall & Principal David Baer review the California court decision in Roth v. Jelley and the importance of attorneys giving notice to trust beneficiaries.
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