PO Box 245, Walnut Creek, CA 94596
T: (925) 778-1165 | F: (925) 778-1163 | E: EPCDiabloValley@gmail.com
November 16, 2022
“When Lear is Your Client. Planning for Troublesome Heirs”
Presented by:
John A. Hartog
Hartog, Baer, Zabronsky & Verriere, APC
A Special Thanks to Our Event Sponsor
Kyle Johnston, Esq.
SVP Senior Trust Officer
Bank of America Private Bank
(925) 658-9770
kyle.johnston@bofa.com
privatebank.bankofamerica.com
ZOOM WEBINAR
4:00pm- Networking
4:25pm- Welcome &
Announcements
4:45pm- Speaker Presentation
6:00pm - Meeting Close
Member Cost:
$20
Guest Cost:
$30
Please note all reservations MUST be made no
later than 2pm the day of the monthly meeting.
Refunds will not be granted to cancellations that are received
after November 14th at 2pm.
All cancellation requests need
to be made in writing to EPCDiabloValley@gmail.com
JOIN EPCDV TODAY!
RENEW YOUR MEMBERSHIP TODAY
BECOME A SPONSOR/PARTNER
Special Thanks to Our
Member Supporters
Kirsten Howe, Esq.
Absolute Trust Counsel
Heather Hamilton
Fiduciary Accounting Services, LLC
Michael Low
Doyle Low LLP
Elizabeth Mintzer, CFP®
Rainer Wealth Management
Stacie Nelson, Esq.
Holland and Knight
Lisa Soloway
Soloway Fiduciaries, Inc.
Way Financial
Bert Payne, CPA, CGMA
Insurance Review Services
Presentation Summary:
When an estate plan provides for unequal distributions, the settlor has a blended family, a caregiver will receive a substantial gift, one or more children are disinherited, or the plan otherwise gives rise to a legitimate fear of future litigation, the estate planner may take advance measures to deter disgruntled beneficiaries from bringing a contest or to prevent the estate plan from being invalidated.
Estate planning for families who own businesses and other significant assets often exposes difficulties rooted in the family’s internal dynamics and psychological issues. The very act of estate planning may upset the balance that a family has developed over decades to keep their business functioning. Strong emotions, often suppressed for a lifetime, may emerge when testators contemplate their legacies or beneficiaries contemplate their futures. Death and grief can release suppressed emotions that fuel legal actions by survivors, which in turn can erode the value of the business.
A variety of techniques exist to draft testamentary instruments to inhibit contests, to encourage good behavior or to discourage bad behavior. Careful use of attorney's fees provisions and a thorough understanding of the relevant statutes are integral to successful
About Our Speaker:
John A. Hartog is a Certified Specialist both in Estate Planning, Trust and Probate Law, and in Taxation Law. He is a fellow of the American College of Trust and Estate Counsel. He has been regularly selected to the Super Lawyers® Top 100 and Top Ten and The Best Lawyers in America. Mr. Hartog is the lead editor for the Matthew Bender publication California Trust Litigation; a co-author of California Trust Practice; and the lead consulting editor and a co-author for the multi-volume treatise California Wills & Trusts; he is also a legal consultant to the California Wills and Trusts document assembly program.
Learning Objectives
Estate Planning Council Diablo Valley | EPCDV.org
