Tax Strategies and Implications When Settling a Trust or Estate Dispute – September 17

TAX STRATEGIES AND IMPLICATIONS WHEN SETTLING A TRUST OR ESTATE DISPUTE
Thursday, September 17, 2020
12:00-1:00 p.m.
Via Zoom

Please join the Estate Planning & Probate Section on Thursday, September 17, 2020, for a presentation where speaker Ryan J. Szczepanik will discuss tax strategies and implications when settling a trust or estate dispute. Discussion will include relevant tax laws, factors the IRS and federal courts will apply to determine whether to respect a settlement agreement, and pleading and settlement drafting issues.

We are pleased to welcome Commercial Loan Corporation as sponsor for this event.


Ryan J. Szczepanik is a Principal with HARTOG, BAER & HAND. Mr. Szczepanik is a California Certified Specialist in Estate Planning, Trust and Probate Law. He focuses his practice on trust and estate litigation. He has tried numerous matters in both California and federal courts.

Mr. Szczepanik graduated law school in 2003. From 2003 to 2012, he litigated trust, estate, and business disputes at large law firms, most recently at King & Spalding LLP in its Atlanta and San Francisco offices. He joined Hartog, Baer & Hand in 2012. His practice has been devoted exclusively to trust and estate litigation since that time. He became a Principal of Hartog, Baer & Hand in 2016.

Mr. Szczepanik has presented on trust and estate topics at organizations throughout California. He has authored numerous published articles on trust and estate topics. Mr. Szczepanik is a Member of the Executive Committee of the Trusts and Estates Section of the California Lawyers Association (TEXCOM). He is the Vice President of the East Bay Trusts & Estates Lawyers (EBTEL). He is a delegate to the Conference of California Bar Associations (CCBA). He serves as a Court Appointed Special Master and Referee for the Alameda County Probate Court.

Mr. Szczepanik is a 1999 graduate of Amherst College and a 2003 graduate of Emory Law School. While a law student, he received the Dean’s Award for Trusts & Estates.

Cost: $20 per person for Estate Planning Section members and $30 for non-section members. Cost includes 1.0 hours of MCLE credit.

Due to continued Shelter-in-Place restrictions, this event will be hosted via Zoom.  Consistent with our prior virtual presentations that have qualified for MCLE credit, all attendees must register online prior to the event. Online registration will close on the morning of the event.

Registration: Please log-in on the SMCBA website to register for this event. The Zoom invite and materials for the webinar will be emailed to attendees the day before and morning of the event. If you wish to pay by check, please send your check payable to SMCBA, to: 333 Bradford St., Ste. 200, Redwood City, CA 94063. Attn: Events. *Please note which event you are paying for and the name of the attendee.

Cancellations must be received at least 48 hours prior to the event for a full refund of the registration fee. If you do not cancel within 48 hours or do not show up to the event, you will be charged the full amount.

For questions about this event, please email smcba@gryphonevents.com or fax (510) 588-4543.

How the Heckerling Did It Get To Be 2020? – Feb 20th

February 20, 2020
12:00 PM – 1:30 PM

Fresh from the 54th Annual Heckerling Institute on Estate Planning, Laurelle Gutierrez, Charles (Chuck) Packer and Mark Shepherd will discuss a Heck of a lot from the Institute, including but not limited to:

1.   Shrinkage (of the stretch-IRA)
2.   Growth (2020 inflation factors)
3.   Magic (of grantor trusts)
4.   C, or not to C (corporations)
5.   Paranoia (Powell or otherwise)
6.   Exit Stage Right (in light of Kaestner)
7.   Friends (may be your favorite charity)
8.   Gambling (with or by Grandma)
9.   And a Heck of a lot more (or less)

The Estate Planning and Probate Section welcomes Hopkins & Carley as sponsor of this luncheon seminar.

This will be a joint event, hosted by the SMCBA’s Estate Planning & Probate Section and the Peninsula Estate Planning Council.

Cost: $40 per person for members of the SMCBA Estate Planning Section who inform us in advance that they will attend and $55 for non-section members. Cost includes lunch and 1.5 hours of MCLE credit.

Registration and Information:
Please log-in on the SMCBA website to register for this event or contact the program coordinator, Jim Griffiths at smcba@gryphonevents.com or fax (510) 588-4543.  For questions about this event, please email smcba@gryphonevents.com or fax (510) 588-4543.

If you wish to pay by check, please make check payable to SMCBA and send to: 333 Bradford St., Ste. 200, Redwood City, CA 94063. Attn: Events or bring a check with you to the event. *Please note what event you are paying for and the name of the attendee.

Directions:
San Mateo Elks Lodge, 229 West 20th Avenue, San Mateo, CA 94403
From Highway 92, Exit El Camino Real South. Turn right (west) at the first traffic light onto 20th Avenue. The Elks Lodge is three blocks west on 20th Avenue on your left.

Estate Planner Liability for Transmutation Malpractice Arising Out of Divorce – Nov 21st

San Mateo Elks Lodge
229 West 20th Avenue
San Mateo, California  94403
12:00pm – 1:30pm

Please join the Estate Planning & Probate Section on Thursday, November 21, 2019, for a presentation on Estate Planner Liability for Transmutation Malpractice Arising Out of Divorce with John P. Golden, Esq. and Jennifer L. Mispagel, Esq.

The presentation will focus on Estate planning attorneys (and others) who often prepare transmutation agreements in connection with tax and estate planning for married clients.  This program will cover a myriad of problems caused by such agreements which usually arise during marital dissolution proceedings but can sometimes arise in the event of death of a spouse (or even in the creditor context).  The program will include tips on how to reduce (but not eliminate) the malpractice risk for the estate planner.

Presenter John P. Golden is a California Certified Specialist in Probate, Estate Planning & Trust Law in Hopkins & Carley.  With more than 35 years of experience in estate planning, John counsels clients on estate planning and administration of estates and trusts.

Presenter Jennifer L. Mispagel is an associate in Hopkins & Carley’s Family Wealth & Tax Planning Department. She represents individuals, families, trustees, executors and personal representatives in Estate Planning, Wealth preservation and transfers, and more.

Cost: $40 for members of the SMCBA Estate Planning Section who form us in advance that they will attend and $55 for non-section members. Cost includes lunch and one hour of MCLE Credit.

Registration: Please log-in on the SMCBA website to register for this event or contact the program coordinator, Jim Griffiths at smcba@gryphonevents.com or fax (510) 588-4543.  For questions about this event, please email smcba@gryphonevents.com or fax (510) 588-4543.

If you wish to pay by check, please make check payable to SMCBA and send to: 333 Bradford St., Ste. 200, Redwood City, CA 94063, Attn: Events or bring a check with you to the event.
*Please note what event you are paying for and the name of the attendee.

We welcome Mike Foor, Real Estate Broker, Intero as sponsor for this event.

Directions: San Mateo Elks Lodge, 229 West 20th Avenue, San Mateo, CA 94403. From Highway 92, Exit El Camino Real South. Turn right (west) at the first traffic light onto 20th Avenue. The Elks Lodge is three blocks west on 20th Avenue on your left.

Map: http://tinyurl.com/SMElks

EP Section – Wine Not? California’s New Decanting Act – Oct 10th

12:00 pm – 1:30 pm

San Mateo Elks Lodge
229 W. 20th. Ave.
San Mateo, CA  94403

Please join the Estate Planning & Probate Section on Thursday, October 10, 2019, for a presentation on Decanting with Matthew Owens and Genevieve Larson.

The presentation will include 1) history of California decanting; 2) general description of decanting; 3) how to decant under the new legislation; 4) which trusts can be decanted; 5) decanting under expanded v. limited distributive discretion; 6) decanting limitations; and 7) decanting litigation.

Cost: $40 per person for members of the SMCBA Estate Planning Section who inform us in advance that they will attend and $55 for others. Cost includes lunch and 1 hour of MCLE credit.

Registration: Please log-in on the SMCBA website to register for this event or contact the program coordinator, Jim Griffiths at smcba@gryphonevents.com or fax (510) 588-4543.  For questions about this event, please email smcba@gryphonevents.com or fax (510) 588-4543.

If you wish to pay by check, please make check payable to SMCBA and send to: 333 Bradford St., Ste. 200, Redwood City, CA 94063, Attn: Events or bring a check with you to the event.
*Please note what event you are paying for and the name of the attendee.

Directions:
San Mateo Elks Lodge, 229 West 20th Avenue, San Mateo, CA 94403

From Highway 92, Exit El Camino Real South. Turn right (west) at the first traffic light onto 20th Avenue. The Elks Lodge is three blocks west on 20th Avenue on your left.

Registration: Log-in to the SMCBA website

EP Section – HEMS: Trust Distributions for Health, Education, Maintenance and Support – Sept 19th

San Mateo Elks Lodge
229 W. 20th. Ave.
San Mateo, CA  94403

Please join the Estate Planning & Probate Section on Thursday, September 19, 2019, for a presentation on HEMS: Trust Distributions for Health, Education, Maintenance and Support and the limits of discretionary powers, presented by Kathleen Durrans and Krista Conover.

Description: This class will focus on the use of HEMS standards, and walk through various case scenarios.  

Presenter Kathleen A. Durrans is a shareholder of Aaron, Riechert, Carpol & Riffle, APC, and a Certified Specialist in Estate Planning, Trust, and Probate Law. Ms. Durrans is also a certified mediator and is a member of the San Mateo Probate ADR Program Panel. Ms. Durrans has been practicing in the areas of Estate Planning, Trust, and Probate Law since 1999. She is a graduate of the University of San Francisco School of Law, where she graduated Cum Laude. She was a member of the McAuliffe Honor Society and University of San Francisco Law Review. In 1998, she received the American Jurisprudence Award in Family Wealth Transfer Taxation.

Presenter Krista Conover is the Managing Director, Trust & Fiduciary Services of Boston Private. Ms. Conover brings more than a decade of trust and investment experience. Prior to joining Boston Private in 2004, Ms. Conover practiced law in San Jose, assisting clients to achieve their estate planning and business objectives. Prior to practicing law, Ms. Conover worked as a personal banker. Ms. Conover received her Bachelor of Arts in International Relations from University of California, Davis. She also received a JD from Santa Clara University’s School of Law. Ms. Conover is an active member of the California State Bar, the Silicon Valley Bar Association, the Financial Planning Forum and the San Francisco and Santa Clara County Estate Planning Councils. She also serves on the board of the El Camino Hospital Foundation and Santa Clara County Estate Planning Council.

Time: 12:00pm – 1:30pm

Cost: $40 per person for members of the SMCBA Estate Planning Section who inform us in advance that they will attend and $55 for others. Cost includes lunch and 1 hour of MCLE credit.

Registration: Please log-in on the SMCBA website to register for this event or contact the program coordinator, Jim Griffiths at smcba@gryphonevents.com or fax (510) 588-4543. Payment is generally made by check or cash at the door to the event, although you may also register online (Bar members should log in to receive member pricing).

If you wish to pay by check, please make check payable to SMCBA and send to: 333 Bradford St., Ste. 200, Redwood City, CA 94063, Attn: Events or bring a check with you to the event.
*Please note what event you are paying for and the name of the attendee.

Directions:
San Mateo Elks Lodge, 229 West 20th Avenue, San Mateo, CA 94403

From Highway 92, Exit El Camino Real South. Turn right (west) at the first traffic light onto 20th Avenue. The Elks Lodge is three blocks west on 20th Avenue on your left.

Map: http://tinyurl.com/SMElks

EP Section – Creditors’ Rights Against A Trust – Mar 21st

Register for this event today!

San Mateo Elks Lodge
229 W. 20th. Ave.
San Mateo, CA  94403

Please join the Estate Planning & Probate Section on Thursday, March 21, 2019, at the Creditors’ Rights Against A Trust: Do I Really Have to Pay? event.

Edward Fluet and Philip Sousa, of Lakin Spears LLP, will provide an overview of the duties and responsibilities of a trustee concerning creditors’ claims against a trust.  The discussion will include an overview of the underlying statutory scheme, the applicable statute of limitations, the use of the optional trust claims procedure, relevant case law and best practices for planning, administration and litigation.   

We welcome Hagen Streiff Newton Oshiro as sponsor of this luncheon seminar.

Cost: Cost is $40 per person for members of the SMCBA Estate Planning Section who inform us in advance that they will attend and $55 for non section members. Cost includes lunch and 1 hour of MCLE credit.

Registration: Please log-in on the SMCBA website to register for this event or contact the program coordinator, Jim Griffiths at smcba@gryphonevents.com or fax (510) 588-4543.  For questions about this event, please email smcba@gryphonevents.com or fax (510) 588-4543.

If you wish to pay by check, please make check payable to SMCBA and send to: 333 Bradford St., Ste. 200, Redwood City, CA 94063, Attn: Events or bring a check with you to the event.
*Please note what event you are paying for and the name of the attendee.

Directions:San Mateo Elks Lodge, 229 West 20th Avenue, San Mateo, CA 94403

From Highway 92, Exit El Camino Real South. Turn right (west) at the first traffic light onto 20th Avenue. The Elks Lodge is three blocks west on 20th Avenue on your left.