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Category: Uncategorized

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...
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...
26
10 '17

The Global Economy in 2007 and 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...
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...
14
04 '17

Butler v. LeBouef

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...