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Blog

08
08 '17

The 8 stages of Trust and Estate Litigation

Most of our clients have never been involved in a lawsuit, so when we represent new clients in litigation we inform them of what to expect throughout the case. Each...
16
03 '19

The 8 Stages of California Trust & Estate Litigation: Appeal

A party that loses at trial in a trust or estate dispute generally has a right to appeal. California Probate Code Sections 1300-1304 enumerate the appealable orders in proceedings governed...
14
01 '19

The Wells Process in Securities Enforcement Actions

At the conclusion of an enforcement investigation by the Securities and Exchange Commission (SEC), and before the SEC Commissioners bring or settle a related enforcement action, the SEC division will...
29
10 '18

Four Things To Know About Testifying

You’ve just been served with a subpoena to testify at a deposition. A regulator has served you with a demand for an “on-the-record” interview. Your lawyer says you’ll be his...
10
10 '18

Probate Code 16004.5: Release of Trustee’s Liability

The last steps in a trust administration include: Filing the final income tax return Obtaining an estate tax closing letter from the IRS Calculating and paying the trustee’s final compensation Preparing a...
30
11 '17

SEC Enforcement Actions Against Advisers is on the Decline

The Investment News reported this week that the Securities and Exchange Commission (SEC) has relaxed its enforcement of investment advisers under the Trump administration. In 2017 the SEC investigated 82...