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Bar Association of San Francisco Events Calendar

The Bar Association of San Francisco presents
Implications When Settling a Trust or Estate Dispute

November 25, 2019: 12:00 pm - 1:10 pm
MCLE Credits - 1 H, in Estate Planning, Trust & Probate Law Specialization Credit
This is a brown bag luncheon.

Register For Live Webcast

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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


Online Only


Program: 12:00 - 1:10 p.m.

Event Code: R190091

Questions about our seminars and the registration process?

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