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Section | Probate and Estate Planning

Probate & Estate Planning Section Meeting


Anticipating and Addressing the Dilemma Posed by a “Fading” Trustee

SPEAKERS
Andrew R Verriere | Hartog Baer Hand, APC
Brian G. Fredkin | Hartog Baer Hand, APC

This program will address issues that attorneys face when representing trustees with diminished or diminishing capacity. It will explore issues in both litigation and administration, and how an attorney can professionally and ethically handle the situation.

Legal Specialization Credit: Estate Planning, Trust and Probate Law


1.0 CLE | General


Contact

Mee Mee Wong | Email
Kirsten Ross | Email


03/20/2019 12:00 PM 03/20/2019 1:30 PM America/Los_Angeles Probate & Estate Planning Section Meeting Anticipating and Addressing the Dilemma Posed by a “Fading” Trustee San Rafael Town Center Conference Room, 1050 Court St., San Rafael, CA, 94901 Marin County Bar Association info@marinbar.org false MM/DD/YYYY

Registration

Registration for this event has ended

Date and Location

Wednesday | March 20, 2019
12:00-1:30P

San Rafael Town Center Conference Room
1050 Court St.
Cross Street is Fifth Ave (Leasing Office for San Rafael Town Center)
San Rafael, CA 94901

Speaker Information

Andrew R Verriere

Hartog Baer Hand, APC

Andy Verriere is a Senior Associate at Hartog, Baer & Hand APC. Mr. Verriere’s practice focuses on trust and estate litigation, conservatorship litigation, financial elder abuse, related litigation, and appeals. Mr. Verriere has significant experience in all stages of disputes, including counseling clients before litigation, representing clients at alternative dispute resolution negotiations, conducting trials, and pursuing appeals. Mr. Verriere has tried numerous matters in both California and federal courts including a six-week jury trial in Santa Clara Superior Court resulting in a judgment in favor of his client of over $3 billion, an eight-week bench trial in San Mateo Superior Court involving claims of undue influence, incapacity, and financial elder abuse, a one-week trial in Contra Costa County Superior Court resulting in a judgment of over $2 million in favor of his client for claims of financial elder abuse and undue influence, a two-week trial in the United States District Court for the Northern District of California successfully enforcing a complex settlement agreement for his clients, and over a dozen other matters involving accounting disputes, will and trust contests, financial elder abuse, and related claims in Contra Costa County, Alameda County, Sacramento County, and other Bay Area courts.

Mr. Verriere also serves as a court-appointed referee in cases with significant or complex discovery or accounting disputes and court-appointed counsel for proposed conservatees.

Mr. Verriere graduated from UC Berkeley School of Law (Boalt Hall), and obtained his B.A. from the University of California, San Diego. He previously worked as an extern to Judge Richard Clifton of the United States Court of Appeals for the Ninth Circuit in Honolulu and as Senior Counsel at a multi-national law firm in San Francisco.

Mr. Verriere is a board member of the Contra Costa County Bar Association Litigation Section, the Litigation Subcommittee of the Trusts and Estates Section of the State Bar of California, the Contra Costa County Bar Association President’s Committee on Education and Membership, served as an editor of the Contra Costa Lawyer (the Contra Costa County Bar Association Magazine), and published numerous articles on topics related to estates and trusts, financial elder abuse, and discovery dispute resolution. Mr. Verriere has presented to professional groups, including the Contra Costa County Bar Association, East Bay Trusts and Estates Lawyers, and the Robert G. McGrath American Inn of Court, on topics related to estate and trust litigation, financial elder abuse, and conservatorships. Mr. Verriere volunteers as a Planning Commissioner for the Town of Danville, where he lives with his wife and two sons.

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Brian G. Fredkin

Hartog Baer Hand, APC

Brian G. Fredkin is a California certified specialist in Estate Planning, Trust and Probate Law. Mr. Fredkin’s practice emphasizes estate planning and trust administration for individuals. He has assisted with designing and preparing estate plans for individuals with a net worth ranging from $500,000 to $1 billion. Prior to joining Hartog, Baer & Hand, APC. Mr. Fredkin practiced in Southern California where he focused on estate planning and trust and estate administration for individuals.

In addition to traditional estate planning documents, Mr. Fredkin drafts complex estate planning documents, including qualified personal residence trusts, irrevocable life insurance trusts, intentionally defective grantor trusts, charitable remainder unitrusts, and grantor retained annuity trusts. He also prepares and reviews estate and gift tax returns, obtains Private Letter Rulings, and represents taxpayers in property tax reassessment disputes.

Mr. Fredkin received his B.A. from Claremont McKenna College, his J.D. from Santa Clara University School of Law, and his Master of Business Taxation from USC. While at USC, the Tax Executives Institute, Inc. awarded Mr. Fredkin the Scholarship for Outstanding Achievement.
Mr. Fredkin is a member of the Ethics Subcommittee of the Trusts and Estates Section of the State Bar of California. He is also a member of the East Bay Trusts & Estates Lawyers and the Contra Costa County Bar Association. He presents to professionals involved in advanced estate planning and trust and estate administration.

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