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

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 or fax (510) 588-4543.

LE Section – Tax Consequences of Settlements and Judgments – Feb. 28th

Mistral Restaurant
370 Bridge Pkwy #6
Redwood City, CA 94065

Please join the Labor & Employment Section on Thursday, February 28, 2019, for a presentation on Tax Consequences of Settlements and Judgments in Employment Matters by Julia Damasco.

Attorney Julia Damasco of Miller Kaplan Arase LLP in Half Moon Bay will be providing a presentation to update the section on the tax consequences of settlement agreements under the new tax laws. Julia Damasco is a tax attorney admitted to practice in California and Washington.  She has advised attorneys and litigants for over 20 years on the tax consequences of settlements and judgments.  Her articles on the subject have appeared in ABA and other publications.  She is a partner and member of the managing partner committee for the CPA firm of Miller Kaplan resident in the San Francisco office.  The chair of the IRS liaison committee for the National Association of Federal Equity Receivers, she has personally obtained over 20 rulings from the IRS and US Treasury on the tax consequences of settlements and judgments.  Her experience on employment matters includes the Microsoft Temporary Workers and the NCAA Coaches settlements; and her authorship of articles for the ABA and the Southern Poverty Law Center.  She is a member of the board of the San Francisco General Hospital Foundation and was a resident of San Mateo county for over 30 years.

Cost: $55 for Labor/Employment section members and $65 for non-section members. Cost includes 1-hour MCLE credit and a delicious three-course lunch.

Registration: [RSVP POLICY CHANGE] Checks will not be accepted during the event. To register, please login into the SMCBA website or click here.  If you opt to pay by check, please register online first and send your check payable to SMCBA, to 333 Bradford St., Ste. 200, Redwood City, CA 94063, Attn: Events.
*Make sure to note what event you are paying for and the name of the attendee.

Please note that if you RSVP but do not show up to the luncheon or cancel 48 hours in advance, you will still be charged the full amount for attending the event.