Client Alerts

Orange County Business Journal

Disruptive Technologies in Estate Planning: Securing Assets from Lawsuit Predators

Jonathan and Stacy Riley lived, loved, and worked together for over 40 years. With the recent sale of their business, coupled with years of careful savings and dutiful investments, they have a healthy nest egg to take them through their golden years in comfort and ease. Armed with a bucket list full of exotic travel and exciting plans, their retirement kicks off with a six-month world Crystal Cruise. Life is […]

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Protecting Your Blind Side

Dear Clients, Colleagues, and Friends, “White-eighty, white-eighty, hut!” A crisp snap slams the ball firmly into Carolina Panther Cam Newton’s hands, and he drops back into the pocket, searching for his receiver as defensive linemen bear down. He hears a loud crunch – the sound of two bodies colliding. Cam smiles, knowing that his left tackle Michael Oher is protecting his blind side, giving him precious extra seconds. Cam cocks […]

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Have You Heard? We’ve Expanded to Silicon Valley

We are pleased to announce the opening of our new Silicon Valley office.  Our comprehensive estate planning with asset protection legal services will now be available to successful business owners and technology entrepreneurs to protect their assets and lifestyle, using proven strategies for tax and asset protection planning. 333 Twin Dolphin Drive, Suite 220 Redwood City, CA 94064 949-333-8150 1201 Dove Street, Suite 400 Newport Beach, CA 92660 949-333-8150   […]

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California is #1: And That’s Not a Good Thing…

Dear Clients, Colleagues, and Friends, Harold spent the better part of his life building a profitable business, but one bad day led to a lawsuit that wouldn’t quit, and suddenly his years of hard work evaporated with the loss of his business…and his retirement. To Harold, it’s no surprise that the National Federation of Independent Businesses (NFIB) declared California the #1 judicial hellhole in the United States for the 3rd […]

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Announcing New Video Release — The HYCET Trust® “Have Your Cake & Eat It Too”

Dear Clients, Colleagues, and Friends, In 2011, in response to the new $5M gift tax exemption, we introduced The HYCET Trust®. This trust allows you to reclaim the gift if you later need or want it back. The popularity of this trust has been nothing short of remarkable because of its multipurposes — flexibility, asset protection, and estate tax savings. We have just released our new video on The HYCET […]

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Protecting the Prodigal Child from a Problem Marriage

Dear Clients, Colleagues, and Friends, The doorbell rings around midnight. Heading to bed, James and Victoria worriedly check the peephole. Their grown son Brian and his much disliked girlfriend-of-the-month Elle wait outside. James opens the door asking, “Aren’t you supposed to be in Vegas for the weekend?” Elle thrusts her hand in their faces. “We were!” she screams, showing off a huge diamond ring. “You’re engaged?” asks Victoria, crestfallen. “No, […]

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Silicon Valley’s Dirty Little Secret

Dear Clients, Colleagues, and Friends, Silicon Valley has been such a leader in technology for over two decades that it has sported a dizzying number of IPOs and huge stock option payoffs creating enormously wealthy entrepreneurs and its own class of marital problems when their marriages breakup. As a community property state, California divorce law generally holds that property obtained during a marriage is fair game, while separate property brought into marriage belongs to that […]

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See No Evil Hear No Evil Speak No Evil

Dear Clients, Colleagues, and Friends, The weather was gorgeous, the food was delicious, and the conversation had been informative. While the topic was not anyone’s favorite to engage in, Rich and Alice had just updated their two children, ages 23 and 27, on recent changes they had made to their estate planning documents. While the four were waiting for dessert, Rich asked his children, Chris and Chelsea, if they had done any planning for themselves. Chris […]

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The Loaded Question

“Dad, are we rich?” Ethan’s father drops his fork mid-bite. “That’s an unusual question,” Roger carefully responds. Ethan, who just turned 16 and still fears his father’s disapproval, hesitates before continuing. He knows there is an unspoken rule in his family to never speak about money. Despite his nerves he plows on determined to get to the bottom of the wild claims his classmates made. “So, the guys said I didn’t need to get a summer […]

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Biblical Trial: The People vs. Moses

The Destruction of the Tablets of the Ten Commandments Guilty? Not Guilty? You Decide Dear Clients, Colleagues, and Friends, Each year, the University Synagogue located in Irvine, CA, presents a hugely entertaining and informative Biblical Trial Program. Two of the legal profession’s most esteemed law professors, Erwin Chemerinsky, Dean of the UCI School of Law, and Prof. Laurie Levinson, present their legal arguments involving iconic events from the Bible. Details […]

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