by Christine | Jul 18, 2012 | Disinheritance, Estate Law, Estate Planning, Same Sex Estate Planning, Tort |
In Beckwith v. Dahl (May 3, 2012), the California Court of Appeal, Fourth Appellate District, joined the majority of states in recognizing the tort of intentional interference with expected inheritance (IIEI). In the darker and more unfortunate corners of estate law,...
by Christine | Jul 13, 2012 | Conservatorships, Dementia, Estate Planning, Incapacity |
A conservatorship is “a court proceeding to appoint a manager (Conservator) for the financial affairs and/or the personal care of one who is either physically or mentally unable to handle either one or both (Conservatee).”...
by Christine | Jul 12, 2012 | Advanced Health Care Directive, Conservatorships, Estate Planning, Incapacity |
An Advanced Health Care Directive (AHCD) allows a person (the principal) to set forth their wishes regarding the type of health care they want to receive or do not want receive; whether they wish to make organ donations, and what their preference (if...
by Christine | Jul 11, 2012 | Durable Power of Attorney For Finances, Estate Planning, Trusts |
What is a Durable Power of Attorney? Why Do I Need One? A durable power of attorney (DPA) is a written instrument in which one person (the principal) appoints another person or persons (the...
by Christine | Jul 5, 2012 | Estate Planning, Small Business, Succession Planning |
Succession plans are not one size fits all. Entrepreneurship is always about personal freedom and personal choices, and every entrepreneur has a different mix of goals, values, skills and circumstances. The succession plan might in fact be the grand finale of these...
by Christine | Jul 3, 2012 | Estate Planning, Inheritance |
Most young, wealthy Americans believe it's important to pass money on to their heirs. They may be disappointed to learn that their parents don't feel the same way. Are you planning to leave an inheritance to your children or are you expecting to receive an...
