News

On May 16, 2017, Michael will be a presenter at the 2-day seminar, "Probate Boot Camp" presented by NBI. www.nbi-sems.com. Michael will present a 1-hour course on probate litigation. This seminar is a definitive guide to the probate process in California and is designed for attorneys, accountants, CPAs, enrolled agents, Certified Financial Planners, Trust Officers and Administrators. The course gives 12 hours of CLE credits to lawyers, as well as credits to financial planners, CPAs, international association of continuing education training, and professional achievement in continuing education. The entire seminar will cover courses in administration of the probate estate, duties of the personal representative, marshalling and valuing assets, handling creditor's claims, spouse's elective share, ethics, post-mortem planning, trust administration and tax, impact of bankruptcy, probate litigation, closing the probate estate.


Second Wife Wins Trust Battle With Daughter From Husband's First Marriage. Sonoma County

Summary

When her father dies, survived by his second wife, daughter from first marriage sues for children's rights in family trust.


$280,000 Verdict Against Trustee Who Mishandled Trust Funds. Tehema County

Summary

When professional trustee of family trust uses funds to invest in his own investment company, family cries foul!