Tredway, Lumsdaine and Doyle LLP » Wills

Group Fiduciary Accounting Presentation

Brooke Pollard — Tue, 22 Jun 2010 20:20:20 +0000

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 [...]

Celebrities Die Just Like the Rest of Us

Jennifer Sawday — Thu, 25 Jun 2009 16:25:24 +0000

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.

EP documents as preventative medicine

Jennifer Sawday — Mon, 20 Apr 2009 19:04:24 +0000

I made a court appearance regarding a conservatorship matter earlier this week. We represent a conservator who is a friend of the conservatee.