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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...
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 tac 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...
14
11 '17

Online Estate Planning Programs

For many young parents this scenario is familiar: You and your spouse are flying across the country for some family event—a wedding, the death of a relative—and you’re leaving your...
02
11 '17

Electronic Wills: A Bad Idea From Across the Pond

Proposed Inheritance Law Update We are big fans of our brothers across the Atlantic—the pint, the pub, the pound, the princess. But every now and then, the British contrive an...
31
10 '17

The Labor Department’s New Fiduciary Rule: How It Can Affect You

The Wall Street Journal recently reported on the Labor Department’s new fiduciary rule that protects retirement investors from conflicts of interest. The new rule requires financial advisers and brokers to...