working through FAMILY CONFLICT before and after death by use of mediation
Wednesday, September 17 @ 5:00 pm | City Club SF
Featured Speaker: Daniel Spector
* Please RSVP by September 15, 2025 *
Join us for our September Member Meeting
Overview
In every estate planning process, even in the most loving and not dysfunctional families, the concern of potential litigation is always present resulting from an unhappy beneficiary or heir. Since virtually every litigated matter is presently subject to mediation in California, this presentation is intended to provide planners of various types insight into the process used to resolve such conflicts so the planners may anticipate such processes in their own work, and for litigators, the presentation is designed to provide greater insight into the mediation processes relating to these unique disputes.
About the Speaker
Daniel Spector, Partner, Hanson Bridgett
Daniel Spector is a 33 year trial lawyer and mediator whose practice focuses on trust, probate and complex civil cases involving families. Dan is an equity partner with Hanson Bridgett, is the Group Leader of Hanson Bridgett's trust and estate litigation group known as the Family Wealth Resolution and Dispute (or "FWRD") Team. Dan is also the Section Leader of Hanson Bridgett's Private Client Services Section which includes professionals from the Tax, Family Wealth Planning, Family Office and FWRD groups. He serves as a statewide mediator and panelist for Judicate West, a professional neutral company with offices throughout California, to handle their complex trust, estate, financial elder abuse and contested conservatorship matters throughout California.
Dan has been named in multiple years as a Super Lawyer by his peers for Northern California in the area of Trust and Estate Litigation. Dan serves on the Executive Committee for CLA’s Trust and Estate Section (TEXCOM), for which he participates on various subcommittees, including the having chaired the Litigation and Trust and Estate Administration Subcommittees. Dan also serves as a Judge Pro-Tem and has been named as an expert witness on issues relating to trust, probate and litigation matters. Dan has lectured at U.C. Davis, before various county Bar associations and wealth planning groups on the topics of litigating and resolving family trust, probate and conservatorship disputes.
Agenda
- 5pm - 6pm: Networking, cocktails, and appetizers
- 6pm - 730pm: Meeting and content presentation
Cost
- $125 Members (pre-registered)*
- $175 Guests (pre-registered)*
*An additional $25 fee applies if you register at the door.
>>> Don't forget! We're now meeting at The City Club of San Francisco!
CE Credit: This activity may be approved for continuing education credit by the State Bar of California and CFP Board. Certificates are provided after attendance.
Excused Absence: Members can request an excused absence in writing emailing us prior to the meeting.
Cancellations must be received three business days prior to the meeting.
