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Learning what you don’t know

Like most things in life preparing wills and trusts is something you can not learn in one day. In fact, you can’t learn it in one year.  I was reminded of this last week at a continuing education seminar I attended. I have been doing this type of work since 1994 and, in fact, been […]

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The Importance of Specialty

If you drive a Lexus do you take it to the Ford dealer to get serviced?  Likewise, if you drive a Buick do you take it to Honda dealership for service? My guess is you don’t. My guess is you want someone who specializes in your type of car to fix your car.  What about […]

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A beloved but forgotten asset – airline miles

You may want to tell me I am wrong but did you know airline (and hotel) miles are only worth about a penny each?  Yes, really.  Well, think about it. Let’s say it takes 35,000 miles for the average domestic round trip on some airline, right?  What does the average ticket cost?  $350?  So, about a […]

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MCLE

Every California lawyer knows what these letters stand for… Mandatory Continuing Legal Education.  Some attorneys dread it.  Yes, sitting in some hotel ballroom listening to non-professional speakers drone on and on can be tiring. As the years have gone on I have learned to really appreciate MCLE. I remember sitting in a session, as a new […]

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New Year’s Resolution – GET TRUST DONE

Ok, maybe it’s not exactly a “resolution” but I think it’s akin to it.  Many people go into the new year with a list of self improvement goals, including the thought to get their estate plan done.  The list might be something like this: – Go the gym at least 5 days a week; – […]

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Gifting – a great Tax Saving Idea

Are you one of the people (or child of a person) who has “too much” money?  Some of my clients go as far as to call it “the problem” of having too much money.  Yes, it’s true many people just have too much money and Uncle Sam is waiting for you to die!  As I […]

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Economics of Hiring an Out of Town Attorney

Did you know your attorney can appear in most any courtoom in California while sitting at his or her desk? Just about every Court participates in CourtCall (a service connecting attorneys to courtrooms for a nominal fee) or allows attorneys to dial in to the Courthouse directly. Why does this matter to you? Generally speaking […]

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First Post

What does one say for their very first blog?  Many times over the years I have had legal issues arise that I felt others would want to hear about.  I have discussed complex legal issues that I thought other people would want to know about.  I have seen personal, intra-family, situations where people fight over […]

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