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Posts tagged "Trust Beneficiary Rights"

CA Trust Beneficiary Contingency Fees | Stopping Estate Hijackers

Contingency Fees Trust Estate Litigation vs Caregivers.jpgDid your interest in a trust evaporate because of the actions of a caregiver who unduly influenced your parent, grandparent, aunt or uncle? It happens and, in our experience, it happens with some frequency. And, once challenged, it is also our experience that a wrongdoing caregiver treats an elder's natural heirs with irritation and contempt.

Leona Helmsley | The "Queen of Mean's" Multibillion Estate

Leona Helmsley Estate.jpgEven today, almost 12 years after she died, you only have to say the words "Queen of Mean" to know we're talking about the late billionaire heiress, Leona Helmsley.

John Lennon's Estate | Imagine Disinheritance

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Brain Tumors, Strokes & Estate Cheats Lying in Wait | Estate Litigation

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Presentation to CALI | Spot Elder Financial Abuse

CALI Presentation on Elder Financial Abuse.jpgLast week I was honored to deliver a presentation to the Sacramento chapter of the California Association of Licensed Investigators (CALI). The topic was an important and timely one - how to spot elder financial abuse.

Elder Financial Abuse | Watch Out for Predators

Elder Financial Abuse Watch Out for Predators.jpgOne of the topics I covered in my first book, The Wolf at the Door, is how the elderly are especially vulnerable to financial predators. As people get older, they are much more likely to let down their guards and become victims of scam artists and criminals.

What You Focus on Grows | Bay Area Trust & Estate House Disputes

Bay Area Estate Trust House Disputes.jpg"What you focus on grows" is a garden metaphor - a simple truth with widespread application. Focus is a gift of presence coupled with deliberate practice. It is the use of our imagination paired with or own time commitments to practice essential tasks necessary for elevating our game. Growth spawned by focus is as applicable in our personal lives as it is in sports, music, business and the professions.

Settling Bay Area Estate & Trust House Disputes | Contingency Fees

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Alameda County Trust & Estate Litigation | Contingency Fees

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Elder Financial Abuse | New Facts & Figures

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