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Posts tagged "Trust Beneficiary Rights"

Elder Financial Abuse | "No One's Safe"

Mickey Rooney Elder Financial Abuse.jpgDo you remember Mickey Rooney, the lovable actor from the 1940's and 1950's who starred in some of the best classic films of all time such as National Velvet, Breakfast at Tiffany's, Requiem for a Heavyweight and Black Stallion?

CA Trust Estate & Litigator Wanted | Needs "Fight in the Dog"

CA Trust Estate & Litigator Wanted | Needs California estate, trust and elder financial abuse litigation involves fights - it's that simple. These cases are contested - the lawsuits are emotional and hard fought. Wrongdoers don't give up ill-gotten gains easily. I know this because the vast majority of our law practice involves the representation of aggrieved heirs, beneficiaries and victims of elder financial abuse. We're currently litigating in more than twenty California counties.

Can You Have a "Bulletproof" Estate? | Litigation Risks

Bulletproof Estates and Trusts Litigation.jpgWhen it comes to estate planning, a settlor, the maker of a trust, or testator, the maker of a will, seek certainty over uncertainty. They take the time to make an estate plan to diminish risks. Once this is accomplished is the estate plan impervious to challenge? In more colloquial terms - is their will and trust bulletproof. And, if not bulletproof, what will it take to make it bulletproof?

Steps to Protect from Elder Financial Abuse | Jim Bohannon

Elder Financial Abuse Protective Steps.jpgRecently American radio legend Jim Bohannon interviewed me on my book The Wolf at the Door: Undue Influence and Elder Financial Abuse. Financial exploitation of seniors poses a threat to our families and communities, and wrongdoers continue to prey on our elderly loved ones. Jim asked me a great question: What steps can we take to protect ourselves and our relatives from elder financial abuse? Here are some concrete measures I outlined:

Casey Kasem's Tragedy | Elder Abuse Alleged

Casey Kasem Elder Abuse Lawsuit.jpg

Interview with Jim Bohannon | The Wolf at the Door

Jim Bohannon Interview Elder Financial Abuse.jpgYesterday I was honored to be interviewed by Jim Bohannon, a longtime veteran in broadcasting and one of the top talk radio hosts in America. We discussed my book The Wolf at the Door: Undue Influence and Elder Financial Abuse, and the dangers posed by exploitation of our elderly loved ones. Among the topics we covered were vulnerabilities exhibited by seniors to misconduct, who perpetrates elder financial abuse, and the four elements of undue influence. I'd like to thank Jim for having me on his show - it's a privilege to talk with a broadcasting legend and strike another blow in the fight to protect the most vulnerable among us. Here's an excerpt from the show:

The Case of Stan Lee | Elder Financial Abuse?

Stan Lee Elder Financial Abuse Lawsuit.jpg

Gamblers & Addiction | Triggers for Trust & Estate Disputes

Gambling Addiction Estate Trust Lawsuit.jpgCompulsive gambling is a problem for the gambler and his or her loved ones. Gamblers Anonymous members believe that:

Prince's Estate Gridlock | The Dangers of Litigation

Prince Estate Litigation.jpg

Estate & Trust Disputes | "My Generation" Revisited

Estate & Trust Disputes | It's 1965. America's youngest Baby Boomers are only a year old, and the oldest members are just 19. The English rock band The Who releases their hit song, "My Generation." A few decades later, Pete Townshend, the song's composer, would describe the song as "very much about trying to find a place in society."

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