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Our last article What We Can All Learn from Diller v. Richardson discussed the facts of the Diller v. Richardson No. A162139 (Cal. Ct. App. Mar. 17, 2022) case. As you will recall, the Estate Planning attorney who helped the Dillers draft their plan during life subsequently helped the surviving spouse, Sanford Diller, dismantle that plan shortly … [Read more...] about What We Can All Learn from Diller v. Richardson – Part II

Anyone who has seen my house at Christmas knows that tops the list as my favorite holiday. We deck the halls, make cookies, exchange presents, look at light displays, and revel in the Christmas spirit as long as possible. Christmas in July seems like a great idea except, we can’t do that until Independence Day has passed! As some have discovered, … [Read more...] about What Independence Day Teaches Us About Estate Planning

Mercifully, in my many years in private practice, I rarely, perhaps never, had cause to review the slayer statutes. After all, the only time that an attorney needs to review those statutes exists in tragic cases in which someone tries to derive a financial benefit from another person in whose death they may have played a role. I reviewed them in … [Read more...] about A Real-Life Look at the Application of the Slayer Statute