Stories help to define us. Who we are. Where we come from. What has happened in our lives.
On Thursday, August 30th, I'll be speaking at the Gold River Lodge of Eskaton, one of California's top retirement communities, on how seniors can protect themselves against scams and financial exploitation.
Imagine that your parents are protected from elder financial abuse.
Estate 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.
How many times in life do we falter because we or someone helping us fails to ask the right questions?
It's hard for abused beneficiaries or disinherited children to reach out for help from a California estate and trust litigation attorney.
Some crime statistics surprise and shock us:
Just yesterday I received a call on my answering machine. Supposedly it came from the IRS. The message started off in a robotic voice,
Battles between beneficiaries are part and parcel of a busy estate and trust litigation practice. Common battle recipe ingredients include a dose of dementia, simmering family differences, frozen relationships, and diced communications mixed with a wedge of sibling rivalry.