Radio icon Casey Kasem famous for his national “America’s Top 40” weekly radio show, is in the spotlight for his Estate Planning woes. There appears to be an ongoing wrestling match between Casey Kasem’s wife and his adult children from a prior marriage over physical possession of Casey Kasem. He is reported to be suffering... [Read More]
Category: Estate Planning
Donald Sterling’s Mental Incapacity
Professional basketball team owner Donald Sterling’s has reportedly been declared Mentally Incompetent under the terms of his Trust with his wife according to Sports Illustrated. Apparently under the terms of Donald Sterling’s Trust he can be declared an incompetent adult by two physicians, which apparently has been done, placing his wife in control under their... [Read More]
Steve Teaches CE Class – “Can You Trust Your Trust?”
Steve will teach a Continuing Education Class – “Can You Trust Your Trust?” on Wednesday, June 4, 2013 at 8am at The Biltmore Building to Financial & Insurance Professionals & Accountants. The class will look at how your client’s Estate Plan could blow-up on them. The Class is approved for one hour of Continuing... [Read More]
We Remember
On Memorial Day we remember the soldiers who died in service. Army, Navy, Air Force, Marine, Coast Guard & Army Reserves have all sacrificed their lives while serving in the armed forces. A sacrifice they, their families & loved ones have made that changed the lives of all left behind. We are all thankful for... [Read More]
James Brown’s Estate Planning Blues
As a movie about James Brown, “the Godfather of Soul”, hits cinemas we remember the disastrous Estate Planning he left behind. James Brown’s Will attempted to create a Trust under a Will for education of poor children for the bulk of his assets, also for education for his grandchildren, some personal items to his adult... [Read More]
Why We Do What We Do
I’ve always been protective of friends, loved ones, and teammates. It’s probably why I played offensive tackle in football and center in basketball. It was always about sacrificing myself in the game for the good of the team or others. I’ve always had a very high “Protective Streak.” In establishing a relationship with my clients... [Read More]
Mickey Rooney’s Estate Fight
Five days after the 93 year old actor died the family headed to Court to fight over where his body should be buried. The drama is not surprising as Mickey Rooney was previously a victim of elder abuse at the hands of his adult step son and wife who exploited millions of dollars from him. He... [Read More]
Steve Teaches Class
Attorney Steven Andrew Jackson will teach a Continuing Education Class to professionals titled “Can You Trust Your Trust?” on Wednesday, June 4, 2014 at 8:00 a.m. The class will show where hidden bombs are in Estate Plans that clients are unaware of that may cause unnecessary expense and loss of control to the client and... [Read More]
Can you Trust your Trust?
New clients come to me with their Living Trusts that another lawyer prepared. They are often shocked to find that their Trust places someone that they did not choose in charge of their Trust after their death. The attorney who prepared the Trust may have placed himself, their law firm or an institution in control... [Read More]
The Hand of Tax
A good way to help explain an overview of taxes is to look at the five fingers of your hand. There is an “Income Tax” when you earn the money. There is a “Sales Tax” when you purchase an item. There is a “Property Tax” when you purchase some things and hold it. There is... [Read More]