RSSArchive for July, 2014

July 2014 - Estate Planning & Probate Edition

July 2014 – Estate Planning & Probate Edition

Highlights of the July 2014 Contra Costa Lawyer edition include articles on succession, digital assets, breach of trust and more.

Inside: Guest Editor's Column, July 2014

Inside: Guest Editor’s Column, July 2014

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.

Top 10 Reasons to Plan for Succession of Your Law Practice

Top 10 Reasons to Plan for Succession of Your Law Practice

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.

Revisions to the Probate Local Rules: A Work in Progress

Revisions to the Probate Local Rules: A Work in Progress

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.

Estate Planning for Digital Assets: Has Technology Taken Us Back to the Wild West?

Estate Planning for Digital Assets: Has Technology Taken Us Back to the Wild West?

Getting access to a decedent’s digital assets can be challenging without specific document language.

Attorney Participation in Breach of Trust

Attorney Participation in Breach of Trust

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.

Estate Planners & Business Attorneys: Keeping One Another in Your Peripheral Vision

Estate Planners & Business Attorneys: Keeping One Another in Your Peripheral Vision

More often than not, estate planning issues will intersect with the issues bringing your client to your firm.

Capacity and Undue Influence

Capacity and Undue Influence

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.

Trusts Can Be a Key Element in Financial Planning for Today and Tomorrow

Trusts Can Be a Key Element in Financial Planning for Today and Tomorrow

Establishing and funding a trust while you are living can help streamline the probate process and reduce many costs associated with your estate settlement.

Inns of Court: May the Force Be with You

Inns of Court: May the Force Be with You

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?

Restaurant Review: Happy Hour at Élevé

Restaurant Review: Happy Hour at Élevé

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.

Coffee Talk: When have you advised your clients to consult an estate planner?

Coffee Talk: When have you advised your clients to consult an estate planner?

I advise consulting an estate planner when a client is planning on storing frozen embryos.

Estate Planning & Probate Symposium [photos]

Estate Planning & Probate Symposium [photos]

On April 22, 2014, the Estate Planning & Probate Section held its 21st annual symposium at the Lesher Center for the Arts in Walnut Creek.

Lisa Reep's Retirement Reception

Lisa Reep’s Retirement Reception

Please join us at Lisa Reep’s reception to celebrate her 20 years of dedicated service to the CCCBA.

2014 MCLE Spectacular - SAVE THE DATE!

2014 MCLE Spectacular – SAVE THE DATE!

CCCBA’s 20th Annual MCLE Spectacular will take place on Friday, November 21, 2014 at the Walnut Creek Marriott.