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September 2018 Archives

SF Family Wealth Workshop | Protecting Seniors

Elder Financial Abuse | SF Family Wealth Workshop On this Saturday, September 29th, I'll be delivering a half-hour presentation in San Francisco at the Family Wealth Workshop, hosted by the San Francisco Office of the Assessor. The subject of my talk will be how to create safeguards against elder financial abuse, based on my book The Wolf at the Door: Undue Influence and Elder Financial Abuse.

Trust Litigation Contingency Fees | Shifting the Balance of Power

Trust Litigation Contingency Fees.jpgWhat options does a beneficiary have against a bad trustee? Let's say a trustee is abusing their position and not distributing funds to the beneficiary. Maybe they've frozen them out of the trust completely and are using other people's money to enrich themselves: trips to Hawaii, new cars, the whole nine yards. I've seen it before.

CA Estate and Trust Mediation | The Deal No-Deal Balance


CA Estate and Trust Mediation | The Deal No-Deal BalanceCalifornia public policy favors the mediation of litigated estate, trust and elder financial abuse disputes. Mediation communications are confidential - part of a legislative effort to promote effective mediation.

Focus Groups | CA Estate & Trust Litigation

CA Estate Trust Litigation Focus Groups.jpgFocus groups in estate, trust and elder financial abuse litigation are a valuable tool in determining community attitudes to undue influence and financial abuse cases.Participant selection, presentation venue and moderator approaches all play a part in this important process of community discernment.

Tom Clancy | The Battle Over Jack Ryan


Tom Clancy Estate Litigation Dispute.jpgHe was one of the greatest spy fiction writers of our era, and his movies and characters will certainly live on for decades, but for all his brilliance as a novelist, Tom Clancy was not good at plotting a satisfying end to his own estate.

Estate Disasters | Dying without a Will

Estate Disasters Dying Without Will Intestate.jpgSeveral years ago, in my second decade of practicing law, I learned a lot about estate disasters. My mother's aunt had substantial financial resources - resources saved and invested over the many decades of her life. She and her now-deceased husband had saved for old age - for security in their retirement years. She owned her own San Francisco home, had a secure pension and a large stock portfolio. Then, in her early 90s, she had a caregiver to assist her at a time of her decreased mobility, limited hearing, other sensory deficits and lost driving privileges.

Trial Preference for Seniors 70+ | Elder Financial Abuse

Trial Preference | Elder Financial Abuse.jpgImagine that you have been the target of elder financial abuse. Your lawyer tells you that getting your California civil case to trial may take 2-3 years. You ask whether your trial can be accelerated because of your age. Good question. California law helps here.

Aretha Franklin | Trouble Ahead Without a Will

Aretha Franklin Died Without a WillThe world lost a great talent last month when Aretha Franklin, known as "The Queen of Soul" passed away from pancreatic cancer at the age of 76. In a remarkable career that spanned nearly 6 decades, Franklin was acclaimed for her hit songs, "Chain of Fools," "A Natural Woman," and "Respect."

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Lawyers in
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2016

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