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Posts tagged "Sacramento Trust Attorney"

Undue Influence in a Trust | A Typical Fact Pattern

Undue Influence in a Trust | A Typical Fact PatternProspective clients often ask whether I've ever seen an estate or trust dispute like theirs. Case facts and wrongdoers' actions seem so outrageous that aggrieved family members may think that their case is a "one in a million." Of course, given the geographic and litigation scope of our practice, most cases don't feel like "one in a million."

What If There's No Will? | Get Inheritance Rights in Writing

What if There's No Will? | Get Inheritance Rights in RightingNow this happens all the time. Uncle Buster tells you that you're going to inherit his house. Now you love Uncle Buster, and you want him to live to a ripe old age. But you know in your heart that when Uncle Buster dies you are going to inherit his house. Uncle Buster let a few other relatives and neighbors know that he was eventually going to give you the house.

Preventing Elder Financial Abuse | New FINRA Rules

FINRA Rules Elder Financial Abuse.jpgFamilies want enforceable rules to protect elders from elder financial abuse and financial exploitation. For the most part, such rules have not yet caught up with the reality of the frequency of such abuse. FINRA, the Financial Industry Regulatory Authority, is taking some significant steps to institute controls to help identify potential financial abuse of senior investors or individuals with diminished mental capacity.

Stopping Elder Financial Abuse | Interview with Steve Pomeranz

Stopping Elder Financial Abuse | Interview with Steve PomeranzThe Steve Pomeranz Show, a weekly radio program focused on smart finances, recently invited me on as a guest to discuss shielding elderly loved ones from financial exploitation and my new book, The Wolf at the Door: Undue Influence and Elder Financial Abuse. Steve Pomeranz was a knowledgeable and gracious host, and he used his expertise as a prominent wealth and investment advisor to spark a discussion on issues of elder financial abuse. Among the topics Steve and I discussed were:

Disputed Trust & Estate Contingency Fees | Don't Be Afraid To Ask

CA Trust Contingency Fee Questions.jpgStevie Wonder, a child prodigy and now an elder Baby Boomer (he was born in 1950) is inspirational in many ways. His songs are full of life. He deserves credit for his creative genius, and he also deserves credit for this observation, "If you don't ask, you don't get."

Hackard Law Supports Alzheimer's Foundation | The Wolf at the Door

Alzheimer's Foundation Support | The Wolf at the DoorThe Alzheimer's Foundation of America trains healthcare professionals in dementia-specific care, provides free and confidential memory screenings to over 3 million people and provides support, counseling, and education to thousands of people.

Elder Financial Abuse in California | A Growing Threat to Seniors

Elder Financial Abuse in California | A Growing Threat to SeniorsOn October 18, 2017, the Elder Abuse Prevention and Prosecution Act became law. Among other things the law requires that the United States Department of Justice establish best practices for data collection on elder abuse and collection and publish data on elder abuse cases and investigations.[1] The "sense of the Senate" expresses that: "(1) elder abuse involves exploitation of potentially vulnerable individuals; (2) combatting elder abuse requires support for victims and prevention; and (3) the Senate supports a multipronged approach to prevent elder abuse, protect victims, and prosecute perpetrators of elder abuse crimes."[2]

California Trusts & Estates | The Evolving Litigation Landscape

CA Estate & Trust Litigation | The Changing Landscape "[I]ncumbents never invent anything new. Incumbents protect their ground. Other people come in with new ideas."[1] (Barry Diller) The staid, predictable world of California's probate lawyers faces challenges brought by increasing public policy pressure to protect seniors from elder financial abuse.

The Wolf at the Door: Ep. 23 | Assessing a Potential Trust Lawsuit

The Wolf at the Door: Ep. 23 | Assessing a Trust LawsuitHello, I'm Mike Hackard. I'm the chair of Hackard Law, a law firm focusing on estate, trust and elder financial abuse litigation in California's major urban areas. I'm the author of The Wolf at The Door: Undue Influence and Elder Financial Abuse. The book is now available for order on Amazon. This is episode 23, where I discuss reviewing a potential case of elder financial abuse or other wrongdoing over a trust or estate.

The Wolf at the Door: Ep. 22 | Speed is an Ally for Beneficiaries

The Wolf at the Door: Ep. 22 | Speed is an Ally for BeneficiariesHello, I'm Mike Hackard. I'm the chair of Hackard Law, a law firm focusing on estate, trust and elder financial abuse litigation in California's major urban areas. I'm the author of The Wolf at The Door: Undue Influence and Elder Financial Abuse. The book is now available for order on Amazon. This is episode 22, where I emphasize the importance of quick, decisive action in probate and trust lawsuits.

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