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Bar Association of San Francisco Events Calendar

The Probate Litigation Subcommittee of the Estate Planning, Probate and Trust Section presents
Implications When Settling a Trust or Estate Dispute

September 18, 2019: 12:00 pm - 1:30 pm
MCLE Credits - 1 H, in Estate Planning, Trust & Probate Law Specialization Credit
This is a brown bag luncheon.
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Tax Strategies and Implications When Settling a Trust or Estate Dispute

Ryan J. Szczepanik
Hartog, Baer & Hand, APC

Brandon L. Spivack
Hartog, Baer & Hand, APC

• The tax laws that the presenters anticipate will be implicated in a trust or estate dispute
• The factors the IRS and a federal court will apply to determine whether to respect a settlement agreement, and the principles that have emerged from the relevant case law
• The scrutiny the IRS will give to the pleadings, discovery, and settlement documents as it decides whether to respect the tax related provisions of a settlement agreement
• Strategies the lawyer may employ to impact that decision

Section Co-Chairs: Alicia Gámez, Law Office of Alicia M. Gámez; James Patrick Lamping, Law Office of James P. Lamping and Howard Slavitt, Coblentz, Patch, Duffy & Bass LLP

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BASF Conference Center
301 Battery Street
3rd Floor
San Francisco, CA 94111


MCLE Registration: 11:30 a.m. - 12:00 p.m.
Program: 12:00 - 1:30 p.m.


BASF Student MemberComplimentary
Section Member$35.00
BASF Member$45.00

Note: All prices increase by $10.00 on the day of the program.

Event Code: G190506

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