Margaret M. Hand

Attorney Profile

Top Rated Estate Planning & Probate Attorney in Orinda, CA

Hartog | Baer | Hand
 | 4 Orinda Way, Suite 200-D
Orinda, CA 94563
Phone: 925-253-1717
Fax: 925-253-0334
Selected to Super Lawyers: 2005 - 2018
Licensed Since: 1993
Practice Areas:
  • Estate Planning & Probate (60%),
  • Estate & Trust Litigation (30%),
  • Alternative Dispute Resolution (10%)
Attorney Profile

Attorney Margaret M. Hand is a partner and principal with the Hartog, Baer & Hand APC law firm in Orinda, California. A top-rated attorney with more than 25 years of legal experience, Ms. Hand serves the needs and interests of a diverse range of clients throughout Northern California and the rest of the state with their matters involving estate planning, probate and trust administration, conservatorships and guardianships, estate-related litigation, and estate dispute mediation.

Certified as a specialist in estate planning, trust and probate law, Ms. Hand has achieved notable success helping her clients establish and enforce their end-of-life wishes by devising solid, effective plans and by providing invaluable counsel during complex wills and trusts contests.

A respected leader in her field, she is a fellow with The American College of Trust and Estate Counsel, and she has numerous publications to her credit, including serving as past editor and executive editor for California Trusts and Estates Quarterly. She also conducts continuing legal education seminars across her region on a variety of estate-related topics, and she currently facilitates fiduciary accounting classes for the CalCPA Education Foundation.

A 1989 graduate of the University of California, San Diego, Ms. Hand attended the University of California, Berkeley, School of Law, where she obtained her Juris Doctor in 1993. She is admitted to practice before the U.S. District Court for the Northern District of California, the U.S. Court of Appeals for the 9th Circuit and the Supreme Court of California.

Over the course of her career, Ms. Hand has maintained an active presence with several professional legal organizations. She has served on the executive committee for The State Bar of California Trusts and Estates Section as well as past chair for the California Board of Legal Specialization, Estate Planning, Trust and Probate Law Advisory Commission. She is also a member of the Alameda County Bar Association, the Contra Costa County Bar Association and the American Bar Association.

Recognized for her professionalism and service, Ms. Hand holds an AV Preeminent peer review rating* from Martindale-Hubbell, and she has earned many other awards and honors for her professionalism and service.

*AV®, AV Preeminent®, Martindale-Hubbell Distinguished and Martindale-Hubbell Notable are certification marks used under license in accordance with the Martindale-Hubbell certification procedures, standards and policies. Martindale-Hubbell® is the facilitator of a peer review rating process. Ratings reflect the anonymous opinions of members of the bar and the judiciary. Martindale-Hubbell® Peer Review Rating™ fall into two categories – legal ability and general ethical standards.

 
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About Margaret Hand

Admitted: 1993, California

Professional Webpage: http://hbh.law/staff-member/margaret-hand/

Honors/Awards:

  • San Francisco Magazine, Super Lawyers, Northern California, 2006
  • Northern California’s Super Lawyers
  • San Francisco Magazine, Top 100 Super Lawyers, Northern California, 2009, 2010, 2011, 2012, 2013, 2014, 2015 and 2016
  • San Francisco Magazine, Top 50 Female Super Lawyers, Northern California, 2005, 2007, 2008, 2012, 2013 and 2016
  • Rated AV by Martindale-Hubble
  • Fellow, American College of Trust and Estate Counsel (ACTEC)

Special Licenses/Certifications:

  • Certified Specialist in Estate Planning, Trust and Probate Law, State Bar of California, Board of Legal Specialization

Bar/Professional Activity:

  • American Bar Association, Creditors Rights in Decedents’ Estates Including Non-Probate Transfers (Webinar), Oakland, November 17, 2015
  • State Bar of California, Creditor’s Rights in Decedents’ Estates, Including Non-Probate Transfers Sacramento, June 24, 2016
  • East Bay Trust and Estates Lawyers, Trust Administration Boot Camp: Creditor Rights Oakland, September 30, 2016
  • United States Court of Appeals for the Ninth Circuit, 1993
  • Northern California District of the United States District Court, 1993
  • California Supreme Court, 1993
  • Member, Alameda County, Contra Costa County and American Bar Associations
  • Past Chair, Trust Committee of the Alameda County Bar Association Estate Planning Trust and Probate Law Section
  • Past Chair, Estate Planning, Trust & Probate Law Advisory Commission to the Board of Specialization, California State Bar
  • Member, State Bar of California
  • Chair, Trust and Estate Administration sub-committee, State Bar of California
  • Member, Executive Committee, Trusts and Estates Section, State Bar of California, 2004 - 2010

Scholarly Lectures/Writings:

  • Estate Planning, National Business Institute (NBI), A Practical Guide to Estate Administration in California, Oakland, California, 1998
  • Estate Planning, National Business Institute (NBI), How to Draft Wills and Trusts in California, Oakland, California, March 1997
  • Estate Planning, 76th Annual Meeting, State Bar of California, “They’re Everywhere! The Use and Taxation of Powers of Appointment in Estate Planning,” Anaheim, September 2003
  • “Marital Agreements, the Third Rail of Estate Planning?”, Continuing Education of the Bar, Tools of the Trade: Sophisticated Techniques in Estate Planning and Administration, March 18, 2011
  • Estate Planning, Golden Gate University, Estate Planning Lab, San Francisco, November/December 2012
  • Estate Planning, Women’s Cancer Resource Center, Factors that Influence the Cost of an Estate Plan, Oakland, July 2015
  • Estate Planning, Diablo Valley Estate Planning Council, Spendthrift Trusts, Limited Protection for Deadbeat Beneficiaries, Lafayette, January 18, 2017
  • Estate Planning, Silicon Valley Estate Planning Council, Spendthrift Trusts, Limited Protection for Deadbeat Beneficiaries, San Jose, May 17, 2017
  • Estate Planning, El Dorado County Planned Giving Committee, Spendthrift Trusts, Limited Protection for Deadbeat Beneficiaries, El Dorado, May 18, 2017
  • California State University, Fullerton, Fiduciary Accounting (lecturer, Private Professional Fiduciary Certificate Program), San Francisco, California, 2003 and 2004
  • Miscellaneous Programs - Fiduciary Accounting, Fiduciary Accounting (lecturer and moderator), Sacramento, San Francisco, San Diego, Los Angeles, Autumn 2006
  • “Marital Agreements, the Third Rail of Estate Planning?”, Tri-Valley Estate Planning Council, March 3, 2011
  • Litigation, San Francisco State University, Paralegal Studies Program, Lecture: Probate Litigation, May 1999
  • Miscellaneous, “Changed Circumstances in Property and People: The Four A’s - Ademption, Abatement, Anti-lapse and Advancements”, 2011 Probate and Mental Health Institute - Administrative Office of the Courts Education Division/CJER San Ramon, California, March 2011
  • Trustee’s Attorney Fees: Paying Them, Making Someone Else Pay Them, Fighting About Them, 15th Annual Contra Costa County Estate Planning Symposium, March 6, 2008
  • Making the Other Guys Pay: Attorneys’ Fees and the Common Fund Theory, Estate Planning, Trust & Probate Law Section, Alameda County Bar Association, Oakland, March 15, 2006
  • Making the Other Guys Pay: Attorneys’ Fees and the Common Fund Theory, Estate Planning, Trust & Probate Law Section, Bar Association of San Francisco, San Francisco, May 3, 2006
  • Best Practices When Representing a Private Professional Fiduciary in Litigation, Bar Association of San Francisco, San Francisco, September 10, 2013
  • Helping Private Professional Fiduciaries Collect Reasonable Fees for Superlative Services, East Bay Trust and Estates Lawyers, Oakland, January 9 and 16, 2013
  • Helping Private Professional Fiduciaries Collect Reasonable Fees for Superlative Services, Redwood Empire Estate Planning Council, Santa Rosa, February 6, 2013
  • Helping Private Professional Fiduciaries Collect Reasonable Fees for Superlative Services, Tri-Valley Estate Planning Council, Pleasanton, May 2, 2013
  • 32nd Annual UCLA/CEB Estate Planning Institute, Highlights of Current California Developments, Los Angeles, May 14, 2010
  • Best Practices: Accountings and Fee Petitions, Professional Fiduciary Association of California, San Francisco, September 12, 2013
  • When an Attorney and the Attorney’s Files Become Evidence, Estate Planning, Trust & Probate Law Sections, Local Bar Associations, San Francisco, October 7, 2008, Marin, April 16, 2008, Alameda, March 12, 2008
  • My Lips (and Files) Are Sealed! Or Are They?, Estate Planning, Trust & Probate Law Sections, Local Bar Associations
  • Fresno County Bar Association, 2010 California State Court Recent Developments in Trusts & Estates, January 22, 2010
  • Elder Abuse: Legal Assistance for Seniors Seventh Annual Conference on Elder Abuse, Rising to the Challenge: Protection Advocacy Empowerment, San Francisco, May 21, 2012
  • 32nd Annual UCLA/CEB Estate Planning Institute, Highlights of Current California Developments, Los Angeles, May 1 and 2, 2015
  • CEB 2015 Estate Planning & Administration Year in Review, Annual Review of Legislative Changes, San Francisco, January 29, 2016
  • EBTEL Recent Developments, Annual Review of California and Federal Updates, Oakland, February 10 & 17, 2016
  • CEB 2016 Estate Planning & Administration Year in Review, Annual Review of Legislative Changes, San Francisco, January 27, 2017
  • Continuing Education of the Bar (CEB), Death, Debts and Taxes: Creditor’s Claims Against a Decedent (lecturer), Sacramento, July 31, 2009, Silicon Valley Bar Association, October 28, 2010
  • California State Bar, Section Education Institute, “My Debtor Has Died, What Do I Do?”, Santa Monica, January 2006
  • Continuing Education of the Bar (CEB), Powers of Attorney (lecturer), 1998
  • Continuing Education of the Bar (CEB), Basics of Drafting Revocable Trusts (lecturer and moderator), San Francisco and Sacramento, August 2006, July 1999
  • Continuing Education of the Bar (CEB), Fundamentals of Estate Planning (lecturer and moderator), San Francisco (two-day program), May 2005, April 2002, February 2001, July 1999
  • Continuing Education of the Bar (CEB), Conservatorships (lecturer), San Francisco, June 9, 2006
  • State Bar Annual Convention and State Bar “Roadshow”, Fiduciary Accountings: Put ‘Em Together, Pick ‘Em Apart, San Francisco, November 2, 2007, Anaheim, September 29, 2007
  • Continuing Education of the Bar (CEB), Tools of The Trade: Sophisticated Techniques in Estate (lecturer), Planning and Administration, Los Angeles and San Francisco, March 2011
  • State Bar Annual Convention, Trust Accounting Boot Camp, Long Beach, September 18, 2011
  • State Bar, Solo Summit, Trust Accounting Boot Camp, June 24, 2011
  • Continuing Education of the Bar, Estate Accounting: Discharging Fiduciary Responsibility, San Francisco, May 28, 2012
  • Professional Fiduciary Association of California, Estate Accounting: Discharging Fiduciary Responsibility, San Francisco, May 28, 2012
  • Professional Fiduciary Association of California, Fiduciary Accountings: Speak in the First Person, Burlingame, April 20, 2015
  • Alameda County Law Library, Fiduciary Accounting in California Probate Court, Oakland, September 22, 2015
  • California CPA Advanced Estate Planning Symposium, What CPAs Need to Know About Fiduciary Accounting, Alamo, November 9, 2015
  • 6th Annual East Bay Trust & Estates Lawyers Luncheon, How to Spot Problems with an Accounting, Oakland, November 13, 2015
  • Santa Barbara Estate Planning Council, Fiduciary Accounting: The Things They Would Not Let Me Say in the Book, Santa Barbara, April 26, 2016
  • Continuing Education of the Bar, Fiduciary Accounting, San Francisco, April 20, 2015
  • Continuing Education of the Bar, Fiduciary Accounting, Los Angeles, April 23, 2015
  • Alameda County Law Library, Fiduciary Accounting: The Things They Would Not Let Me Say in the Book, Oakland, March 24, 2016
  • Fiduciary Accounting, California CPA Educational Foundation , Settled and Approved: Fiduciary Accounting from Start to Finish, San Diego, July 2011
  • 38th Annual UCLA/CEB EP Institute, Fiduciary Accounting: The Things They Would Not Let Me Say in the Book, Manhattan Beach, April 29, 2016
  • Bar Association of San Francisco, Fiduciary Accounting: The Things They Would Not Let Me Say in the Book, San Francisco, May 4, 2016
  • Fiduciary Accounting, California CPA Educational Foundation , Settled and Approved: Fiduciary Accounting from Start to Finish, Fresno, August 2010
  • Fiduciary Accounting, California CPA Educational Foundation , Settled and Approved: Fiduciary Accounting from Start to Finish, Los Angeles, November 2010
  • Fiduciary Accounting, California CPA Educational Foundation , Settled and Approved: Fiduciary Accounting from Start to Finish, San Francisco, December 2010
  • Fiduciary Accounting, California CPA Educational Foundation , Settled and Approved: Fiduciary Accounting from Start to Finish, San Fernando, January 2011
  • Fiduciary Accounting, California CPA Educational Foundation, Settled and Approved: Fiduciary Accounting from Start to Finish, Los Angeles, January 2015
  • Fiduciary Accounting, California CPA Educational Foundation , Settled and Approved: Fiduciary Accounting from Start to Finish, Pleasanton, August 2011
  • Fiduciary Accounting, California CPA Educational Foundation , Settled and Approved: Fiduciary Accounting from Start to Finish, San Jose, December 2011
  • Fiduciary Accounting, California CPA Educational Foundation , Settled and Approved: Fiduciary Accounting from Start to Finish, Pasadena, January 2012
  • Fiduciary Accounting, California CPA Educational Foundation , Settled and Approved: Fiduciary Accounting from Start to Finish, Costa Mesa, December 2013
  • Fiduciary Accounting, California CPA Educational Foundation , Settled and Approved: Fiduciary Accounting from Start to Finish, San Francisco, January 2014
  • Fiduciary Accounting, California CPA Educational Foundation , Settled and Approved: Fiduciary Accounting from Start to Finish, San Francisco, August 2014
  • Fiduciary Accounting, California CPA Educational Foundation , Settled and Approved: Fiduciary Accounting from Start to Finish , Los Angeles, December 2014
  • Fiduciary Accounting, California CPA Educational Foundation, Settled and Approved: Fiduciary Accounting from Start to Finish, San Diego, January 2015
  • Fiduciary Accounting, California CPA Educational Foundation, Settled and Approved: Fiduciary Accounting from Start to Finish, San Francisco, November 2016
  • Fiduciary Accounting, California CPA Educational Foundation, Settled and Approved: Fiduciary Accounting from Start to Finish, Fresno, August 2015
  • Fiduciary Accounting, California CPA Educational Foundation, Settled and Approved: Fiduciary Accounting from Start to Finish, Newport Beach, November 2015
  • Fiduciary Accounting, California CPA Educational Foundation, Settled and Approved: Fiduciary Accounting from Start to Finish, San Francisco, December 2015
  • “The States’ Right-to-Die Laws and Active Euthanasia,” Legal Reference Services Quarterly, Vol. 12(2/3) 1992, Author
  • Fiduciary Accounting, California CPA Educational Foundation, Settled and Approved: Fiduciary Accounting from Start to Finish, Los Angeles, December 2016
  • Fiduciary Accounting, California CPA Educational Foundation, Settled and Approved: Fiduciary Accounting from Start to Finish, Los Angeles, January 2017
  • Alternative Dispute Resolution, Alameda County Bar Association ADR Executive Committee, Dispute Resolution Before They Die, Oakland, March 16, 2017
  • “The Basics of Estate Planning,” California Bar Journal, October 2005, State Bar of California, Author
  • “A Mechanism to Empty the Bypass Trust,” Spring 2003, California Trusts and Estates Quarterly, Vol. 9, Issue 1, State Bar of California, Author
  • Chapter 15, “Paying, Defending, and Objecting to Trustee’s Attorneys’ Fees and Fee Shifting in Trust Litigation,” The Matthew Bender ® Practice Guide: California Trust Litigation, LexisNexis Matthew Bender 2012, Author
  • “Making the Other Guys Pay: Attorney Fees and the Common Fund Theory,” Winter 2005, California Trusts and Estates Quarterly, Vol. 11, Issue 4, State Bar of California, Author
  • Chapter 1, “Is a Conservatorship Needed?” and Chapter 5, “Starting Conservatorship Proceedings,” California Conservatorship Practice, Continuing Education of the Bar, 2008 edition, Author
  • Cal CPA Education Foundation, Teacher
  • Chapter 10, “Creditor’s Rights Against the Trust,” and Chapter 10A, “Creditor’s Rights Against Trust Beneficiary’s Interest,” California Trust Administration, Continuing Education of the Bar 2012 edition, Author
  • Chapter 14, “Creditor’s Claims,” Decedent Estate Practice, Continuing Education of the Bar, 2012 edition, Author
  • Consultant, Crossover Issues, Continuing Education of the Bar, 2012
  • Chapter 8, “Fiduciary Accounting,” California Trust Practice, Matthew Bender, 2012 edition, Author
  • Fiduciary Accounting Handbook, CEB, 2015
  • California Trusts and Estates Quarterly, Past Editor and Executive Editor
  • Estate of Lensch (2009) 177 Cal. App. 4th 667

Educational Background:

  • University of California, B.A., Major: With Honors, 1989
Find Me Online
Office Location for Margaret M. Hand

4 Orinda Way
Suite 200-D
Orinda, CA 94563

Phone: 925-253-1717

Fax: 925-253-0334

Margaret M. Hand:

Last Updated: 12/7/2018

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