Estate Planning, Legacy Planning, Litigation/Mediation
by Francis Burton Doyle, Esq., WealthPLAN There is a hazard in seeing a movie which involves a technical legal issue that you encounter regularly in your law practice. The hazard is that you find yourself focusing on solution to the legal issue at hand and become... read more
Estate Planning, Law Office Systems & Procedures
by Francis Burton Doyle, Esq., WealthPLAN It was 1999 and I was at a cocktail party at the home of one of my clients in Los Altos Hills. I walked out on the veranda of the 7,000 square foot, newly constructed, adobe colored plaster mansion, which sported a gorgeous... read more
Estate Planning
by Francis Burton Doyle, Esq., WealthPLAN Many of my clients specifically ask me to put a “no contest” clause into their estate planning documents. These clients have made a number of difficult decisions regarding their estate plan and they do not want their... read more
Estate Planning, Law Office Systems & Procedures, Law Practice Managment, Legacy Planning, Time Management Skills
Feature Article: Law Practice Management Series by Mary G. Anderson, Life Management Consulting Group In a past issue of the Estates & Trusts Updates, I wrote about some of the internal factors that determine how comfortable we are with our work/life balance.... read more
Estate Planning, Tax Planning
by Francis Burton Doyle, Esq., WealthPLAN One of the problems with using a term like “integrated estate planning” is that it sounds complicated. In actual practice integrating a client’s estate plan involves more common sense than sophistication in technique. For... read more
Estate Planning, Law Office Systems & Procedures
by Francis Burton Doyle, Esq., WealthPLAN I first experienced the phenomenon of the Family Lawyer while growing up in an Irish neighborhood in San Francisco. His name was James Joseph Sullivan and my mother and my father and all my mother’s relatives who were native... read more
