Mark Doyle and Monica Goel will be giving a presentation to Orange County CPA’s on Wednesday, June 23, 2010 at the Hotel Hanford in Costa Mesa through the CalCPA Education Foundation. The presentation topics are fiduciary account principles, including review of a simplified, comprehensive form of account for use in estates and trusts, as well as a review of the court format and requirements for accounting approval by courts. The objective of the presentation is to teach accountants about the simplified form of fiduciary account in the proper court form, in order to get court approval in a timely and cost effective manner for their clients.
Click here for more seminar information.
Three very notable celebrities have died. Ed McMahon, Farrah Fawcett and now Michael Jackson. Each had families. Each had loved ones. Each had assets. And each had potential contestants to their estate. Did each have an estate plan in place that was updated and reflected their wishes?
Time will soon find out. The media will report if their estate administration turns out to be a mess like Anna Nicole Smith’s was.
I made a court appearance regarding a conservatorship matter earlier this week. We represent a conservator who is a friend of the conservatee. What happened to the conservatee — she’s a nice lady in her late 60s and lives alone. Her family lives in Europe. Her friends and acquaintances are modest here in California. So modest that many might not know something happened to her. She retired so she doesn’t go to work everyday. A few months ago she suffered a stroke. The stroke didn’t incapacitate her permanently. She will likely make a strong recovery and be able to enjoy her life again. Certainly not the same as before, but still have an enjoyable life nonetheless.
She lived in an apartment. She drove a nice car. So when she had the stroke, she called the ambulance and was immediately transported to the hospital where she stayed for at least a month. She was later moved to a rehab facility. Currently she resides in a less restrictive facility, but still has not returned to her apartment.
