Event Title: Mediating Fairness Issues in Estate Planning: Opportunities and Challenges
Event Type: Society Session MCLE
Location:
Richard Collier’s office
Cooper, White & Cooper LLP
201 California Street, 17th Floor
San Francisco, CA
Please note, presentation materials will not be distributed on site. An email will be sent out 1-2 days before the event, with digital documents (if any) so please check your email prior to attending the Society Session.
Presenter: Fred Hertz
Date: Thursday, August 9, 2018
Time: Noon - 1:30pm
There is no charge for this event.
Please provide your own lunch.
This Society Session will be eligible for 1 hour of MCLE credit for TMS Members.
Description:
Making decisions about one’s estate is never simple, but the challenges are particularly difficult when one’s children are in significantly different financial circumstances, or when the testator has concerns about larger issues of family fairness and social justice.
Mediation is effective, not only in resolving actual disputes between heirs after their elder family member has died, but also in discussing issues surrounding financial assets and debts, family businesses, and healthcare wishes while the testator is still alive. This Social Session will explore the broader issues of fairness and the best methods of addressing difficult family.
Speakers:
R. Kamela Laird, J.D., is the founder of Integrate Legacy Law, an estate planning firm where she integrates coaching, mediation, coaching, counseling, and legal training to provide a holistic approach to estate planning. She is an active member of Integrative Mediation Bay Area where she co-mediates with mental health professionals.
As a pioneer of the collaborative estate planning field, she works on interdisciplinary teams with other Attorneys, licensed Mental Health and Eldercare Professionals, and Certified Financial Planners to deliver her clients a holistic and transformative experience.
Ruth Dixon-Mueller, Ph.D., is the author of
Pa$$ing On: What’s Fair in Family Inheritance?
Formerly professor of sociology at the University of California at Davis, she has published widely on topics relating to social policies and women’s rights.
Moderator:
Frederick Hertz, J.D. is an attorney and mediator who often mediates sibling and extended family disputes involving co-ownership of inherited property.
