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It’s easy to confuse guardianships and conservatorships because the meaning of the terms varies from state to state. In some states, the term...

Earlier this month, The Guardian reported on Mark Zuckerberg’s latest attempt to purchase protected Hawaiian land parcels within his...

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...

At the conclusion of an enforcement investigation by the Securities and Exchange Commission (SEC), and before the SEC Commissioners bring or settle a...

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”...

The last steps in a  trust administration  include: Filing the final income tax return Obtaining an estate tax closing letter from the IRS...

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...

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...

The Consumer Financial Protection Bureau recently finalized a controversial rule that prohibits financial-service companies from including...

When representing new clients in trust and estate litigation, our trust litigation lawyer informs them of what to expect throughout the case. Each...