My nine-one year old bed ridden Mother with Alzheimer’s will tell me each time she sees me; “I love you”. She’ll say “I’m proud of you” (Who tells you they are proud of you?) Occasionally she tells me “You have done a good job with your life”. Words can be the healing balm on the... [Read More]
Steven developed a thorough plan to meet our complicated needs with a blended family and special needs child in a timely manner. - Cheryl F.
Mr. Jackson made a tough process easy and painless! - Kyle M.
"Integrity, trust - a rare item - it's here! - Ron F.
Donald Sterling Trust Upheld
The Mental Disability Estate Planning done inside Donald and Shelly Sterling’s Living Trust was upheld by the Court. This went through the Court in several weeks avoiding what could have been years of expensive and painful litigation. By Donald and Shelly Sterling, owners of the NBA Los Angeles Clippers Professional Basketball Team, having Mental Disability... [Read More]
Estate Planning and Alzheimer’s for the Denver Bronco’s Owner
Pat Bowlen, president and owner of the NFL Denver Bronco’s Team has resigned as President due to having Alzheimer’s disease. He has struggled with this disease for at least five (5) years. He is 70 years old. The team is held by his Trust. This is another example of a well-known individual in the news... [Read More]
Estate Planning for the Family Business
A business owner will spend their lifetime building a business from the ground up, but will spend little, to no time, in planning its transition to their family. It is estimated that a business owner will spend nearly a million hours during their lifetime building, growing and operating a business, but spend less than four... [Read More]
Donald Sterling v. Casey Kasem – Estate Planning
The recent Donald Sterling and Casey Kasem cases served to illustrate when Mental Disability Planning is made a part of the client’s Estate Planning. It was done in the Donald Sterling case inside of his Living Trust aka Revocable Living Trust. A mechanism was designed in the Trust so that Mental Disability Provisions could be... [Read More]
Summer Travel and Heathcare Authority
Summer is when many Americans are traveling out-of-state. They are on vacation to new places or to visit with loved ones or family. As we cross state lines one concern is that our Healthcare Power of Attorney a/k/a Healthcare Proxy might not be accepted in another state. For example if you have a Healthcare Power... [Read More]
Donald Sterling’s Estate Planning – Part 3
On July 7, 2014 a Los Angeles judge will have a hearing to determine whether or not Donald Sterling is capable of serving as Trustee of his and his wife’s Trust. The Trust controls the entity which holds the Los Angeles Clippers, a NBA professional basketball team. Under the Sterling’s Estate Planning their Trust contains... [Read More]
Donald Sterling’s Estate Planning – Part 2
As more news comes out regarding the Estate Planning of Mental Incapacity of NBA Team Owner Donald Sterling, it appears that Donald Sterling was ruled an incompetent adult by two physicians. That was sufficient under the terms of the Living Trust that Donald shared with his wife, Shelly, so that under said Trust he could... [Read More]
Baseball Great Tony Gwynn Dies at 54
Hall of Fame baseball player Tony Gwynn died at the age of 54 after a long battle with cancer. I have always been amazed by how many widows I have met who were in their 50’s. It seems many men, and women, die of heart attacks or cancer more so in their 50’s. Our odds... [Read More]
Casey Kasem Estate Planning Woes
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]