Blended Families-Trust Litigation-"Fiduciaries Can't Count"
RSVP for the next DEPC Speaker Meeting on Tuesday, October 13, 2015! Guest Speaker Howard Sanger, Esq. will speak about Blended Families, Trust Litigation and "Fiduciaries Can't Count"!
Topic: Blended Families - Trust Litigation - "Fiduciaries Can't Count"
The post-death battles in blended-family situations, disputing how much gets distributed
(a) to the second wife/widow/stepmother, vs.
(b) to the children from the decedent-husband’s first marriage,
can be brutal … and result in surcharges to executors and trustees that make accounting blunders because their advisers knew little about California fiduciary Principal/Income accounting rules-law.
Howard L. Sanger, Esq.
Mr. Sanger is a Certified Specialist, Taxation Law, member of the California State Bar, and The State Bar of California Board of Legal Specialization. He earned his bachelor’s degree from UC, Berkeley; his J.D. degree from UCLA Law School, and his LLM (taxation) from NYU Law School. He was admitted to the bar in 1968 in California and Kansas; admitted to practice before the U.S. Tax Court in 1971, and served as an Adjunct Faculty Member of Golden Gate University Graduate Tax Program in 1978. Mr. Sanger is a past President of the San Fernando Valley Estate Planning Council, a past President of the Beverly Hills Bar Association Probate Committee, a past secretary of the Taxation Section of the State Bar of California, and is a member of the Desert Estate Planning Council. Mr. Sanger is the co-author of Chapter 30 “Trustee Accounting Powers” in the three volume Will Drafting treatise published by the California Continuing Education of the Bar (“CEB”). Mr. Sanger has authored articles on tax, estate planning, and partnership issues, which have appeared in such journals as "Taxes -- The Tax Magazine." He has over a quarter century of experience in estate planning, trust and estate administration, tax planning and disputes, partnership accountings, and advising clients on establishing, buying, and selling businesses.