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If the saying by Benjamin Franklin holds any truth that, “an ounce of prevention is worth a pound of cure”, then certainly taking time to plan your estate can eliminate questions about what will happen to your property, assets, or business, when you die. However, many people have the mistaken notion that if they do […]
When faced with a difficult situation, using “pre-printed” or “canned” financial power of attorney (i.e., downloadable forms, documents borrowed from someone else, or those prepared by non-lawyers), will often result in more legal problems than one cares to have. The reason is because most pre-printed financial powers of attorney fail to include provisions required to […]
1. Identifying the type of impairment At some unknown time, a Trustee of a Living Trustee (usually a parent) may suffer an illness or injury which makes the trustee unable to manage the trust estate (which includes all assets titled in the name of the trust) or unwilling to serve as trustee. To this extent, […]
Robert M. Way is a Partner who practices in the firm’s estate planning and estate litigation sections. Robert began his education at Boston University – Tanglewood Institute of Music, then onto the University of San Diego (Bachelor’s Degree in Philosophy), and finally Thomas Jefferson School of Law, in San Diego, California, where he received his […]
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