Highlights of the July 2014 Contra Costa Lawyer edition include articles on succession, digital assets, breach of trust and more.
Somewhere a little past the midpoint in our career, we find ourselves planning for the future and beginning to think of our succession plan, but also glancing into the past and at what we have accomplished.
Like your personal assets, any value of your practice will be lost or greatly diminished without succession planning. Estate plans aren’t just for sissies.
While not perfect, the 2015 changes to the Probate Local Rules certainly represent a positive, collaborative effort. The public comment period is open through September 8, 2014.
Getting access to a decedent’s digital assets can be challenging without specific document language.
The Court of Appeal held that the active concealment, misrepresentation to the court, and self-dealing for personal financial gain by an attorney amount to participation in breach of trust.
More often than not, estate planning issues will intersect with the issues bringing your client to your firm.
The challenge to capacity to draft an instrument may depend on facts that may not have been observed or known by an expert. Thus, lay witnesses may express opinions on the issue of a decedent’s competency.
Establishing and funding a trust while you are living can help streamline the probate process and reduce many costs associated with your estate settlement.
When Darth Vader used his force choke, serious pain was being inflicted upon the victim, but Darth Vader wasn’t even touching him. Is it merely police presence or is it deadly?
It may be one of the best kept secrets in town. While Élevé may be known for their hand-crafted cocktails, they are NOT known for their Happy Hour.
I advise consulting an estate planner when a client is planning on storing frozen embryos.
On April 22, 2014, the Estate Planning & Probate Section held its 21st annual symposium at the Lesher Center for the Arts in Walnut Creek.
Please join us at Lisa Reep’s reception to celebrate her 20 years of dedicated service to the CCCBA.