Good Samaritans Beware

by | | Elder Issues, Estate Planning

by  Francis Burton Doyle, Esq., WealthPLAN Perhaps the most insidious statute in California is the one, which inhibits gifts to innocent individuals who in good faith assist friends and neighbors with their personal or financial affairs and then find that testamentary...

Estate Tax Legislation: Rampant Speculation in 2010

by | | Estate Planning

by Francis Burton Doyle, Esq., WealthPLAN After over a year of rampant speculation, Congress has failed to correct the flawed estate tax system. Experts nationwide found this inaction impossible to predict. The estate planning community is just now coming to terms...

The Vicarious Liability of a Trustee’s Attorney

by | | Estate Planning

by Francis Burton Doyle, Esq., WealthPLAN Attention Attorneys, CPAs, Trust Administrators & Private Fiduciaries: When an attorney represents a trustee, he or she may have some vicarious liability to the beneficiaries of the trust for his fiduciary client’s...