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

November 20th, 2017

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 put the client’s best interest first. Previously, the “suitability” standard required advisers to recommend investments that suited a client’s needs but were not necessarily in…

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The Global Economy in 2007 and 2017

November 20th, 2017

 “Just how red-hot is the current worldwide expansion? ‘This is far and away the strongest global economy I’ve seen in my business lifetime,’ U.S. Treasury Secretary Hank Paulson declared on a recent visit to Fortune’s offices.” If you weren’t up on current events, and you didn’t know that Hank Paulson’s tenure as U.S. Treasury Secretary ended…

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The 8 stages of Trust and Estate Litigation

November 14th, 2017

REQUEST A FREE CONSULTATION → [/column_1] 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 case is unique, but the observation of one of our colleagues about trust and estate litigation seems generally true….

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Butler v. LeBouef

May 5th, 2017

The ominous opening sentences of the court’s opinion in Butler v. LeBouef (2016 Cal. App. LEXIS 480) foreshadow a case study in how an unscrupulous estate planning attorney can influence and manipulate an elderly and infirm client. “An ethical estate planning attorney will plan for his client, not for himself. A license to practice law…

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FINRA’s Annual Regulatory and Examination Priorities Letter Highlights High-Risk Brokers

February 21st, 2017

Every year, FINRA publishes its Annual Regulatory and Examination Priorities Letter to help its members understand where FINRA intends to focus its reviews during the coming year.  The letter is a must-read for FINRA members, compliance personal, supervisors, and those who provide advice about regulatory exams and related litigation. Among the issues discussed in the…

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NFL Players Sacked by Investment Fraud

February 21st, 2017

On October 23, 2016, CBS’s 60 Minutes ran an informative piece on investment fraud suffered by current and former NFL players at the hands of a financial advisor.  According to 60 Minutes, the players invested a total of $51 million in a gambling development in Alabama called Country Crossing.  Country Crossing was designed to lure…

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