20th Mar 2014

Here are five reasons you need a living trust:1.  Your assets will go directly to your beneficiaries — bypassing the lengthy and expensive probate process, especially here in California. 2.  A trust is private and will not become public record … more

DID GLORIA ALLRED VIOLATE HER ETHICAL DUTIES?

By : | Category : Attorney-Client Privilege, Attorneys, Client Relations, Clients, Confidentiality, Legal Advice | Comments Off on DID GLORIA ALLRED VIOLATE HER ETHICAL DUTIES?

11th Oct 2010

Forget the political and media implications of the Gloria Allred press conference with her client, Ms. Diaz Santillan recently held. What is truly fascinating, at least to me as a lawyer, is the apparent ethical violations of Gloria Allred to … more

THE REALITIES OF OFFSHORE ASSET PROTECTION

By : | Category : Assets, bank accounts, banks, Clients, Confidentiality, Financial Planning, Law | Comments Off on THE REALITIES OF OFFSHORE ASSET PROTECTION

9th Jul 2010

The days of moving money to an offshore account are gone — The United States is the only industrialized nation that taxes its overseas citizens, subjecting them to double taxation:   taxation in the US and in the country of residence.   … more

13th May 2010

Elder Abuse is a growing problem due to the fact that Americans are living longer and the fact that many families are not prepared to handle their aging parent or family member.   This sometimes leads to abusive treatment of the … more