Professional Details

Margaret Hand
Certified
Senior MediatorSenior MediatorSenior Mediator

Hartog, Baer & Hand, APC

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4 Orinda Way, Suite 200-D
Orinda, CA 94563
USA
925-253-1717
Fax: 925-253-0334

Description of Practice

This Mediator is Certified
Margaret M. Hand is an experienced trust, estate and conservatorship attorney and has been mediating disputes arising in these areas since 2004. Her published materials are relied upon by thousands of trust and estate attorneys in California and when parties want an evaluative mediation, Ms. Hand has the necessary expertise. When parties prefer a more facilitative approach, Ms. Hand has the training, patience and finesse they need. She is a fellow of the American College of Trust and Estate Counsel (ACTEC), a Certified Specialist in Estate Planning, Trust and Probate Law and one of Northern California’s Super Lawyers.

Professional Background

Trust & Estates Private Practice
  • Mediation of probate, trust and conservatorship disputes
  • Estate planning for individuals and families, including:
  • drafting revocable trusts and wills;
  • drafting irrevocable life insurance trusts, grantor-retained annuity trusts, grantor-retained uni-trusts, charitable remainder trusts;
  • family limited partnerships;
  • Probate and trust administration, including advising fiduciaries (trustees, executors, conservators, guardians and attorneys-in-fact) on an on-going basis.
  • Conservatorships and guardianships;
  • Estate-related litigation, such as will contests, contested conservatorships, actions against fiduciaries for breach of fiduciary duty, defense and prosecution of elder-abuse actions (primarily financial elder-abuse).
Bar Admissions/Certifications
  • Certified Specialist in Estate Planning, Trust and Probate Law, State Bar of California, Board of Legal Specialization
  • Fellow, American College of Trust and Estate Counsel (ACTEC)

Experience

Margaret has mediated over 100 trust and estate cases through Alameda and Contra Costa Counties Alternative Dispute Resolution Panels. She has spent over 100 hours on mediation training, with the most recent being at Harvard, Mediating Disputes, in 2016. She now serves on the Alameda County Bar Association's ADR Executive Committee.

Degrees

Margaret is a graduate of U. C. Berkeley, Boalt Hall School of Law.

Training

Dates    Trainer(s)    Title   
2/2018    Jim Melamed    EBTEL Mediation Training - 8 hours
November 2016    Mnookin    Harvard, Mediating Disputes - 40 hours
6/2015    Steven Rosenberg    Advanced Mediation Training - 40 hours
December 2012    Hon. Barry Goode, Peter Mankin, Esq.    Mediating Self-Represented Litigants - 2 hours
January 2011    Steven Rosenberg, Kathy Siegel, Jayne Lee, et al.    Probate Mediation Training - 4 hours
April 2009    Steven Rosenberg    Advanced Mediation Training - 40 hours
March 2007    Steven Rosenberg    Advanced Mediation Training - 15 hours
February 2004    Steven Rosenberg    Basic Mediation Training - 40 hours

Approach

Margaret uses both evaluative and facilitative approaches.

Fees

Counsel should contact Ms. Hand to discuss fees and billing practices.

Areas of Practice

  • Adult Family
  • Estate Planning (50 mediated)
  • Probate (20 mediated)
  • Trust Management (40 mediated)

Professional Services

  • Mediator
  • Estate Planner
  • Mediator-Arbitrator
  • Staff Developer
  • Strategic Planning
  • Mediating Lawyer

References available upon request.

This dispute resolution professional keeps liability insurance.