Group Fiduciary Accounting Presentation

Submitted by Brooke Pollard on June 22, 2010

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.

Joseph Lumsdaine: Super Lawyer for 2009 & 2010

Submitted by Jennifer Sawday on February 9, 2010

Our lead attorney for the probate, probate litigation and trust litigation team, Joseph A. Lumsdaine, was honored as both a Super Lawyer 2009 and recently a Super Lawyer 2010  by Southern California Lawyers and as Lawyer of the Year by the Southeast District Bar Association.

Joseph Lumsdaine - Super Lawyer

Joe has tremendous experience in these areas and is lead counsel on all complex matters involving probates, probate litigation and trust litigation which has earned him this well deserved recognition.

Congratulations Joe! It is a great pleasure and honor to work with you every day.

Firm Recognized for Support of Arc

Submitted by Jennifer Lumsdaine on July 1, 2009

Tredway, Lumsdaine & Doyle was recognized for their support of people with intellectual and developmental disabilities by the Arc of Southeast Los Angeles County at the organization’s annual Inaugural Banquet on June 23, 2009.

Tredway, Lumsdaine & Doyle was honored by Arc for Tredway, Lumsdaine & Doyle’s contribution as a Platinum Sponsor of Arc’s largest annual fund raising effort, the Arc Walk for Independence. This year’s walk was held on March 28, 2009 at the Stonewood Shopping Center in Downey, California, with over 3,500 walkers and thousands of dollars raised for Arc’s programs.

Celebrities Die Just Like the Rest of Us

Submitted by Jennifer Sawday on June 25, 2009

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.