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, our experience is that children are usually disinherited because they are estranged or have a persistent drug or alcohol problem.  In these circumstances, the disinheritance…

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 by the Investment News, the new rules modify FINRA’s rules that require its members to maintain the confidentiality of their customer’s financial information.  According to FINRA, the new rules are…

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.  In that article, we described how mental capacity claims can be a double-edged sword, with contradicting claims being made by his business partner, Mr. Dauman,…

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