U.S. v. Harris
August 23, 2017In a recent case that reached the United States Ninth Circuit Court of Appeals, the Court ruled that assets in Third-Party…
Read MoreContractual Theft
August 1, 2016As indicated in an article I wrote on May 3, 2016 regarding the withholding of death benefits by insurance companies, there…
Read MoreLiving Trust Schedules of Assets Ultimately Important
May 3, 2016If you saw 60 Minutes on CBS Sunday night you had to be astounded by the absolute greed and thievery of…
Read MoreNew California Law: Transfer on Death (TOD) Deed
April 4, 2016New California Law: Transfer on Death (TOD) Deed ALERT: New California Law Avoiding Living Trust Arrangements Could Cause More Attorney Fees…
Read MoreWhy Living Trusts are Failing in California
October 27, 2015Have you ever heard of a situation in which a son or daughter lost their inheritance in a divorce, lawsuit or…
Read MoreLiving Trust and Estate Planning Hypothets Based on Actual Family Issues
September 29, 2015Estate Planning with Minor Children: Mick and Mona have 3 minor children ages 12, 10 and 8. Mick and Mona have…
Read MoreWhy Estate Planning With A Living Trust Is Critical For Minor Children
March 31, 2015Talk about a costly minefield for young adults failing to utilize a Living Trust in California. It happens quite frequently because…
Read MoreIntentional Infliction of Emotional Distress by Trustee
January 23, 2015Attention all of you Trustees of Living Trusts and children beneficiaries of the Trust- This case is a wake-up call. You…
Read MoreLiving Trust Contests in California
January 23, 2015In a recent California case, the California No Contest provisions in a Living Trust were tested. In Balian v. Balian decided…
Read MoreIRAs Now A Creditor Target
September 15, 2014In light of the recent U.S. Supreme Court case of Clark v. Rameker, creditors will begin to zero in on Inherited…
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