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July 2018 Archives

Quincy Jones' Elder Financial Abuse Lawsuit | Estate Litigation

Quincy Jones Elder Financial Abuse Lawsuit.jpg

Alzheimer's, Dementia & Estate Crimes | A Disastrous Mix

Alzheimer's Dementia Estate Lawsuit.jpgAlzheimer's is the most common form of dementia. Millions of American families are dealing with its effects on the sufferer and those around him or her. Almost two-thirds of the 5 million-plus Americans who have Alzheimer's are women.

Probate Litigation | What You Need to Know

Probate Litigation What You Need to Know.jpgThe death of a friend or family member is never easy. In addition to dealing with your loss, the funeral, and all of the emotions, there are a number of matters that need to be handled after their passing. Even if they have their affairs in order, an up-to-date will does not guarantee that administering the deceased's estate will be simple. Most estates are administered without issue, but the execution of the will could bring long-simmering family disputes to the surface and eventually spill over into an acrimonious legal battle. Before that happens to you, it's important for you to understand the basics of probate litigation.

The 3 Biggest Risks to Family Wealth | CA Estate & Trust Litigation

Risk CA Estate Trust Litigation.jpgEstate and trust lawsuits are comparable to a first-response operation after a crime or disaster has occurred. The police arrive to the scene of a crime, firefighters race to a burning house, and estate and trust litigators take legal action in court to stop wrongdoing and recover assets. In the aftermath of any incident, first responders will file an after-action report to determine what caused the emergency situation. In the same way, trust litigation attorneys will assess the risk factors that led to estate disaster.

Are Safe Deposit Boxes Safe? | Trust Litigation

Are Safe Deposit Boxes Safe? | Trust Litigation
Image Credit: -JvL- on Flickr

An unexpectedly large number of people open safe deposit boxes, leave them alone for several years, and forget the box ever existed. According to the Sacramento Bee, the California State Controller's Office had the contents of more than 138,000 safe deposit boxes under its control in 2017, including more than 75,000 US Savings Bonds worth more than $30 Million. Sometimes banks move, and sometimes box holders move, but the usual way in which boxes get forgotten is when someone dies.

Million-Dollar Questions | Abused Trust and Estate Beneficiaries

Estate & Trust Litigation | Million-Dollar QuestionsHow many times in life do we falter because we or someone helping us fails to ask the right questions?

Five Signs That You Might Need to Hire a Santa Clara Estate Litigation Attorney

Five Signs That You Might Need to Hire a Santa Clara Estate Litigation Attorney.jpgThe death of a family member is a very difficult time. In some cases, dealing with the estate can make a difficult situation even less pleasant. Because there are emotions and family relationships involved, people often ignore the warning signs that the estate is being mishandled. Unfortunately, people often wait until it's too late or it's very expensive to reverse the damage done.

Mediation in Estate and Trust Disputes | Hackard Law at Work

Mediation CA Trust Estate Disputes.jpgThis is the biggest mediation year in our law firm's history. The milestone is significant for our clients, their adversaries and all lawyers involved in the prosecution and defense of estate, trust and elder financial abuse litigation.

Tony Curtis | Estates, Stepmothers & Undue Influence

Tony Curtis | Estates, Stepmothers & Undue InfluenceTony Curtis was a Hollywood icon, an actor who appeared in more than 100 films, a World War II veteran who served honorably in the Navy aboard a submarine, and an actor who was nominated for two Golden Globes, one Emmy and one Oscar. He was a major star who acted alongside Frank Sinatra, Cary Grant, Jack Lemmon, and Kirk Douglas. He also starred with Marilyn Monroe in their hit 1959 comedy "Some Like It Hot."

Stepmothers, Caretakers & Addictions | California Trust Fights

Trust Litigation Stepmothers.jpgIt's hard for abused beneficiaries or disinherited children to reach out for help from a California estate and trust litigation attorney.

Elder Financial Abuse: What it Is and What You Can Do

Elder Financial Abuse What it Is and What You Can Do.jpgJune is Elder Abuse Awareness Month. Elder Abuse is much more widespread than many think, and authorities believe that a shocking number of cases go unreported each year. From physical violence to withholding food and medicine, elder abuse can take on many forms. It can occur across demographics and in almost any setting.

Zsa Zsa Gabor | Elder Financial Abuse or Family Feud?

Zsa Zsa Gabor Elder Financial Abuse.jpgShe was once one of the most famous and glamorous women in the world, a household name, a regular fixture on prime-time television, and, unfortunately for her, an 8-time divorcee - her name was Zsa Zsa Gabor.

Estate, Trust & Elder Financial Abuse Lawsuits | Civil Prosecution

Elder Financial Abuse Civil Lawsuit.jpgSome crime statistics surprise and shock us:

Has the Trustee Breached His or Her Fiduciary Duty?

It seems like administration of an estate should be relatively simple: the trustee or the administrator simply proceeds as directed by the estate documents and distributes the property of the estate accordingly. Unfortunately, estate administration can get complicated with frustration boiling over into disputes. There are a number of claims that can arise, from arguments over how the trust documents should be interpreted, to whether the documents are legally valid.

Has the Trustee Breached His or Her Fiduciary Duty?

Has The Trustee Breached His or Her Fiduciary Duty?It seems like administration of an estate should be relatively simple: the trustee or the administrator simply proceeds as directed by the estate documents and distributes the property of the estate accordingly. Unfortunately, estate administration can get complicated with frustration boiling over into disputes. There are a number of claims that can arise, from arguments over how the trust documents should be interpreted, to whether the documents are legally valid.

The IRS Telephone Scam | Don't Be Fooled

IRS Scam.jpgJust yesterday I received a call on my answering machine. Supposedly it came from the IRS. The message started off in a robotic voice,

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