Author Archives: admin

I imagine that the situation is fairly typical: A less than scrupulous financial planner, or perhaps someone selling comprehensive “financial and estate” services, (or an estate planning “paralegal”) prepares trusts and wills to be signed by a cooperative lawyer-“partner.” The … Continue reading →

A number of legal blogs have latched onto proposed new rules in New York governing lawyer advertising. The only problem with these rules: They arguably apply to blogs — even those blogs originating out of state, or even international law … Continue reading →

Something which should be considered when you have an attorney prepare a living trust is to ensure that the trust is coordinated with any durable power of attorney which you may have prepared on your behalf. A durable power of … Continue reading →

I have been a little preoccupied recently, because I have been studying for my Series 65 Uniform Investment Advisor Law Examination. Today, I passed the examination. It allows me to register as an Investment Advisor in the State of California, … Continue reading →

I’m trying to contain myself. I have tried to draft a post twice, discussing advanced healthcare directives and the controversy concerning the Terri Schiavo case — as well as regarding a recent news story posted on Neil Hendershot’s blog here. … Continue reading →

Although I quietly placed his blog on my blogroll yesterday, I wanted to highlight a new blog in the estate planning arena, PA Elder, Estate & Fiduciary Law Blog by Mr. Neil Hendershot. It is an engaging, interesting blog I … Continue reading →

As I sit here, I can’t remember one person who really wants to hire an attorney (that is, ignoring the handful of truly litigious plaintiffs I have run across over the 20+ years of my practice). Most people don’t want … Continue reading →

I have heard the refrain so frequently. The initial telephone conversation conversation goes something like this, after I answer the phone: “Uh, hello. Can I help you?” “Why, yes. I’ve never had a will. I have such a small, simple … Continue reading →

I had the privilege of attending the San Gabriel Valley Chapter of the Financial Planning Association, today, to give a talk on defensive actions planners can take to minimize the risk of malpractice claims. My local FPA chapter consists of … Continue reading →

Next Wednesday on July 26, 2006, I will be presenting a seminar on malpractice avoidance by financial planners, entitled Judo for Financial Planners: Strategies for Avoiding Malpractice Claims, at the San Gabriel Valley Chapter of the Financial Planning Association.