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Lisa Marie Presley | Elvis Estate Heartbreak
Despite rumors and numerous alleged sightings, Elvis Presley, the King of Rock N Roll, died in 1977. At the time of his death, Elvis' only daughter, Lisa Marie, was only 9 years old, but she became the...
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What Section of the Trust Shows the Distribution of Trust Assets to...
Trustees are generally authorized by the terms of the trust or by statute to distribute trust assets, in kind, in cash, or both. When the trust document does not specify a mode of distribution, then...
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How to File a Complaint Against a Professional Fiduciary Trustee
California "licensing is required for non-family member professional fiduciaries who serve as...trustees for at least four non-related trustors." "The Professional Fiduciaries Bureau...in the...
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Professional Fiduciaries' Priorities | Property or People?
I'll start with a disclaimer. We represent beneficiaries who have been abused by banks, trust companies and professional fiduciaries. My take on fiduciary wrongdoing is colored by a lot of experience...
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Trust Beneficiary Rights | Fiduciary Responsibility
Trust litigation lawyers, by default, become frequent advocates for the protection of trust beneficiaries and the assertion of their clients' rights. Ongoing complaints regarding the systemic overreach...
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Inheritance Lawyers Help | Just a Phone Call Away
Inheritance can be baffling. If inheritance means to receive property upon the death of an owner either by will, trust, contract or operation of law by the heir to estate, rights, and liabilities of a...
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California Inheritance Blog | Over 500 Answers
Inheritance can be confusing. People may inherit assets by wills, trusts, insurance policies, intestacy (no will), paid on death accounts, joint tenancy and a number of other legal devices. Getting...
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Protecting Elders from Abuse | Expanding Rights
Isaiah, the prophet and royal advisor, some 2800 years ago, set forth the foundations for protecting the most defenseless members of society: "Learn to do good, seek justice, correct oppression, bring...
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Guardianship Accountability Act of 2019 | Rick Black's Recommendations
Rick Black, Executive Director - CEAR, is one of America's leading activists and commentators spotlighting the abusive practices in the conservatorship, guardianship and trust industries. Rick...
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How Long Do You Have to Contest a Will? | CA Estate Litigation
While there are a variety of grounds and reasons for contesting a will in California probate courts, there is an important precondition to a court challenge: standing to sue. In essence, you must have...
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Peter Max | Estate Litigation Battles for Art Riches
Peter Max is a countercultural icon, a painter whose art defined an era of rebellion, freedom, youth, and nonconformity. Because his psychedelic style was so recognizable, he became a wealthy celebrity...
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Elder Financial Exploitation | New 2019 Statistics
This week's Los Angeles Times article, "When a 'trusted' financial professional targets the assets of America's elderly," is worth reading. Whether you're a senior yourself or you have elderly loved...
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Grandparents | Love vs Loneliness
My book, The Wolf at the Door: Undue Influence and Elder Financial Abuse, is now two years old. I enjoyed writing the book and I now enjoy the fruits from the reception that it has received. Part of...
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Contesting Life Insurance | Challenging a Life Insurance Beneficiary Designation
It is a common question: "Can you dispute a life insurance beneficiary?" Contesting beneficiary designations arise for a variety of reasons, among them: Beneficiary fraud; Life changes by the policy...
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Are Power Shut Offs Doing More Harm Than Good? | California Dilemma
I'm a Californian. I've been so since 1950 - the year of my birth. All of our children and grandchildren are Californians. We love our state. And, we know that our state is in peril. I'm also a lawyer....
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