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Posts tagged "Trust Beneficiary Rights"

Sweetheart Scammers & Swindlers | America's Elders at Risk

Sweetheart Scammers & Swindlers | America's Elders at RiskImagine taking a call one morning from your recently widowed mother to learn of her professed love for a Florida man whom she has never met in person.

Estate & Trust Litigation Contingency Fees | Getting Leverage

Contingency Fees Estate Trust Litigation Leverage.jpgCalifornia estate and trust litigation is expensive. A common question from non-clients of law firms like Hackard Law that accept contingency cases is, "How much are you [the attorney] making in this case?" It's a good question and the response must be measured in both protecting the client's attorney-client privilege as well as providing a meaningful response if appropriate within the context of the question.

Deathbed Estate Transfers | Brain Injury & Incapacity

Deathbed Transfers Estate Kevin Turner CTE.jpgDeathbed transfers of estate or trust assets can look suspicious, and there's good reasons why. The timing is off, to put it lightly, and the ailing maker of an estate or trust can be subject to undue influence. The tragic story of a professional football player's terminal illness and deathbed transfer shares key features I've seen in other litigation battles over a decedent's inheritance.

California Gambling Trustees | Breaking Bad on Fiduciary Duties

Gambling Trustee Beneficiary Rights.jpgCalifornia heirs and beneficiaries expect that trustees, estate representatives and executors will act as good and prudent fiduciaries. When these fiduciaries fail and take money belonging to trust beneficiaries, they may be subject to civil and even criminal penalties. There are several cases in point.

Estate & Trust Litigation Videos | Hackard Law's Work Recognized

Estate Trust Litigation Videos.jpgIt's easy to believe at the beginning, middle or even long into a journey that we are "chasing the wind" - engaged in a futile task with nothing gained. This feeling easily accompanies an effort to reach out to people with video presentations. J.P. Mark, a noted research analyst and author of several books, captures this attitudinal predilection in his recently published article Making Magic: Why Lawyers (And Other Professionals) Don't Post More YouTube Videos. Mr. Mark notes:

Stan Lee Estate Drama | The Legend's Last Year

Stan Lee Estate Drama | The Legend's Last YearPhoto Credit: Marvelfan2017

Earlier this year, I related the story of Stan Lee, the iconic creator of such comic book heroes as the Hulk, Doctor Strange, and the Fantastic Four. As you may already have heard, Lee passed away recently at the age of 95.

Whistleblowers | Stopping Elder Financial Abuse

Whistleblowers Elder Financial Abuse.jpgImage Credit: Richard Wheeler

Over a year has gone by since my book The Wolf at the Door: Undue Influence and Elder Financial Abuse was published, and I'm happy to report that it's still making an impact in the fight against elder exploitation. Last week Portsmouth, New Hampshire's Sea Coast Online writer Elizabeth Dinan reported on a local case of undue influence featured in The Wolf at the Door and interviewed the man who stood up to stop it.

Estate Earmarks | Equitable or Equal?

Estate Distribution Equity vs Equality.jpgEstate planning is for the most part about earmarking a part of your estate for heirs, charities or others that you wish to honor with an estate gift. Baby boomers - my generation - are now spending more time thinking about and doing estate planning - if only to avoid potential litigation down the road.

Codependent Parent and Addicted Child | Estates & Trusts at Risk

Codependency Undue Influence Estate Trust Litigation.jpgLet me start with this - I am not a psychologist. I am a lawyer - a lawyer who at this stage of my career is heavily focused on estate, trust and elder financial abuse litigation. So much so that I wrote a book focusing on estate and trust wrongdoing - The Wolf at the Door: Undue Influence and Elder Financial Abuse.

Disney Family Feud | The Tragic Legacy

Disney Estate Litigation.jpgWalt Disney is one of the most celebrated and successful entrepreneurs of the 20th Century and a man whose vision continues to delight families around the world through his Disney theme parks and movies. Disney himself was a scrappy and colorful animator, film producer, voice actor, and corporate leader who may have become more celebrated and appreciated since his death in 1966 than he was while he was alive.

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