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.
Hackard Law is striving to be the leading plaintiffs' trust and estate contingency fee law firm in California. This is no small task. Our state has terrific lawyers and law firms committed to the ethical and competent representation of vulnerable abused trust and estate beneficiaries. Many of the attorneys regularly prosecute civil elder financial abuse cases against well-funded defendants.
Trust beneficiary mediations are emotional. Alzheimer's, dementia, stepmothers, split families, undue influence and missing estate assets are threads that often run through the fabric of mediated estate and trust disputes. Passions run high. Feelings of betrayal mixed with grief are common to trust challengers and a protective belief of entitlement is common to the challenged.
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.
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.
How many times in life do we falter because we or someone helping us fails to ask the right questions?
Tony 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."