California has finally joined the majority of states and recognized the tort of intentional interference with expected inheritance (“IIEI”). This adoption was done by the California Court of Appeals based on the fact that the IIEI claim is consistent with other California laws, the fact that of the 42 states that have considered [...]
The Arizona Court of Appeals ruled that the heirs of Robert Spann, a Paradise Valley resident, may keep the $500,000 cash found in the walls of his home years after he died. Spann died in 2001. Before selling his home 7 years later, Spann’s daughters found cash, bonds, stocks and gold hidden in ammunition cans [...]
Wealth Strategies Journal: “A wise person once observed that a wreck on the shore serves as a beacon at sea.
Perhaps the estate planning errors of others can also serve as instructive examples. But one must concede that the most egregious train wrecks of bad planning can be mesmerizing.
Estate of Denial: “One of Reese Witherspoon‘s more famous roles was as the perky young attorney in Legally Blonde. Late last week, she accompanied her parents to court in a much more somber setting.
On Friday, we wrote about the efforts of Reese Witherspoon’s mother, Mary, to protect her 70-year old [...]
Examiner.com: “That’s a headline to grab attention in Austin, Nashville, L.A. and for entertainers across the country – as it should. Growing use of probate instruments like wills, trusts, guardianships and powers of attorney is putting at risk both individual liberties and property rights. An ongoing legal battle involving the “Godfather of Soul” [...]
Arizona Republic: Arizona seniors lost millions in annuity fees, lawsuits say. Hundreds of Arizona senior citizens cashed in their retirement investments and paid millions of dollars in unnecessary fees, according to lawsuits accusing a Scottsdale-based estate-planning company of taking advantage of vulnerable clients. Federal and state court lawsuits claim officials with National Future [...]