by | | Elder Issues, Estate Planning
Listed below are some of the more common tests for capacity, however, attorneys must ensure they keep up-to-date with the most recent statutory or common law capacity tests in estates and trusts law. Despite the many different legal tests for capacity, the fundamental...
by | | Elder Issues, Estate Planning, Law Practice Managment
“What is the Attorney’s Role in the Assessment of Mental Capacity?” by Francis Burton Doyle, Esq., WealthPLAN It is not the role of an attorney to be an expert in capacity assessment of their client. However, an attorney can be involved in carrying out a “legal”...
by | | Elder Issues, Estate Planning, Litigation/Mediation, Tax Planning
by Francis Burton Doyle, Esq., WealthPLAN Since the beginning of 2013, the federal estate tax exemption has exceeded $5 million per person. The current per person exemption for 2015 is $5,430,000. This means that a married coupled combined federal estate tax...
by | | Elder Issues, Estate Planning, Litigation/Mediation, Tax Planning
by Francis Burton Doyle, Esq., WealthPLAN Many seniors reach a point in their lives when they wish to enlist the help of their children or friends in managing their financial affairs. In many instances, this help includes assistance with the paying of their...
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...
by | | Elder Issues, Law Practice Managment, Legacy Planning
Feature Article: Law Practice Management Series by Mary G. Anderson, Life Management Consulting Group Managing a successful law practice includes many challenges from planning ahead, leading your team, organizing work flow, controlling costs and continuing to stay...
