CALL US: (925) 660-7544
Request a free consultation

Category: Elder

29
03 '17

Three Ways to Get Disinherited

As trust and estate litigation attorneys, we have been involved in many will and trust contests in which parents have disinherited one or more of their children. As estate planners,...
28
12 '16

FINRA Proposes New Rules Designed To Protect Elderly Investors

The Financial Industry Regulatory Agency (FINRA) has recently submitted to the U.S. Securities Exchange Commission a rule change proposal designed to provide more protection for elderly investors. As recently reported...
02
12 '16

Mental Capacity: A Double-Edged Sword (Cont.)

In early June, we published an article outlining the legal case of Mr. Redstone, age 93, who owns about 80 percent of CBS and Viacom—reportedly a $40 billion media empire....
13
11 '16

My Inheritance Was Adeemed! (Or What Happens When Your Dad Leaves You His House, But Sells It Before He Dies)

In plain language, ademption is what occurs in the situation described in the title of this article: A will leaves a particular piece of real or personal property (e.g., a...
09
11 '16

Death of a Conservatee

A general conservatorship usually continues until the conserved person (called the “conservatee”) dies. Courts and conservatorship attorneys avoid the term “permanent conservatorship” because it suggests that the conservatee will never...