Shareholder Andrew Verriere highlights Governor Newsom’s recently signed AB 1194, which expands the protections for conservatees and proposed conservatees in California. Among other things, (1) their attorneys are required to serve as advocates rather than advising the court on the attorney’s perception of what is in the conservatee’s or proposed conservatee’s best interests, (2) they can select their own counsel, and (3) provides for investigation of alleged abuse by fiduciaries with increased penalties for those found liable.
You can find a short update on the statute at Bloomberg Tax.
In an increasingly paperless world, is it time to update the law to allow electronic wills?
Principal Ryan Szczepanik and Daniel Spector presented on the “Best (and latest) Practices for Trust, Estate and Financial Elder Abuse Mediations” to the Alameda County Bar Association. Topics discussed included common methods of resolution, when to participate in a T&E, FEA mediation, selecting the right mediator, pre-mediation tasks, the mediation brief, and the settlement agreement.
John Hartog explains Common Estate Planning Mistakes & How to Avoid Them
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