A Matter of Trust: The Challenges of Mediating Inheritance Disputes

It is not just the intensity of emotions that challenges the mediator in inheritance disputes. Challenges arise also from the range of interests that need to be considered, including some that might not be represented at the mediation, trying to clarify what the real issues and sources of dispute are, meeting (or ignoring) Probate Code and tax code strictures, and ethical dilemmas posed by attorney-client and multi-party tensions. By discussing these and other challenges, the speaker will also be eliciting ideas for overcoming them, before, during, and after the mediation session.

Richard Collier Cooper, White &

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Trusts & Estates and Family Law Crossover Issues

Albert G. Handelman Spaulding McCullough & Tansil LLP

Mr. Handelman’s practice focuses on all aspects of trust and estate law: trust and estate planning and administration, trust and estate litigation, business succession planning, family wealth preservation, and planned charitable giving. He plans and administers estates ranging in size from $500,000 to $400,000,000. In addition to working directly for his clients, Mr. Handelman often works as a consultant to other lawyers, including serving as an expert witness in trials throughout California. He writes and speaks frequently on topics involving trust and estate law, including serving as one of

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Avoiding Common Mistakes When Drafting and Administering Special Needs Trusts

Planning for a person with a disability requires different skills than in traditional estate planning. A person with a disability typically requires public benefits to enhance his or her quality of life. Yet, the public benefit laws are complex and ever-changing. Planners often make mistakes that can cost persons with a disability substantial funds for their care. This program will describe the most common errors the speaker sees and how best to avoid them. Some of these errors include drafting mistakes in the documents, failing to keep current with new laws (such as ABLE accounts), or not understanding proper Special

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