News & Events

Changes in Billing Paralegal Services in Estate Matters

The Probate Code governs compensation payable from estates for services provided by paralegals for the attorney within the request for the attorney’s compensation.  California Rules of Court contain provisions concerning compensation of attorneys who use paralegals.  Business and Professions Code

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Whose file is it anyway?

This may be a somewhat apocryphal story, but I’m sitting in my office, working very hard on something (surely) when I am alerted that an emergency is afoot. Upon inquiry, I discover that some attorney, somewhere, has a client at

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Irrevocable Life Insurance Trusts

Over the next few weeks, I will provide an overview of Irrevocable Life Insurance Trusts (ILIT's) and how they are utilized to maximize "free money" to the next generation while also providing a pool of funds from which to pay any

Read More »

Return that Client Phone Call the Same Day!

In all the years I worked for the State Bar as a senior attorney for the Office of Trial Counsel, and all the literally thousands of complaints against attorneys I reviewed, I never saw a client who complained that his

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Restraining Orders to Prevent Violence or Harassment

Those unfortunate enough to be the victims of actual or threatened violence or harassment are usually frightened and often don’t know where to look for assistance.  Whether the violence or harassment is by a former or current cohabitant, family member,

Read More »

THE ELEPHANT IN THE ROOM: COMPLIANCE

For many wineries, compliance is something of an elephant in the room –its presence is known to all. Certainly, maintaining full compliance can be daunting, complicated and time-consuming. Not being in compliance, however, can have far more dire consequences. Penalties

Read More »

Changes in Billing Paralegal Services in Estate Matters

The Probate Code governs compensation payable from estates for services provided by paralegals for the attorney within the request for the attorney’s compensation.  California Rules of Court contain provisions concerning compensation of attorneys who use paralegals.  Business and Professions Code

Read More »

Whose file is it anyway?

This may be a somewhat apocryphal story, but I’m sitting in my office, working very hard on something (surely) when I am alerted that an emergency is afoot. Upon inquiry, I discover that some attorney, somewhere, has a client at

Read More »

Irrevocable Life Insurance Trusts

Over the next few weeks, I will provide an overview of Irrevocable Life Insurance Trusts (ILIT's) and how they are utilized to maximize "free money" to the next generation while also providing a pool of funds from which to pay any

Read More »

Return that Client Phone Call the Same Day!

In all the years I worked for the State Bar as a senior attorney for the Office of Trial Counsel, and all the literally thousands of complaints against attorneys I reviewed, I never saw a client who complained that his

Read More »

Restraining Orders to Prevent Violence or Harassment

Those unfortunate enough to be the victims of actual or threatened violence or harassment are usually frightened and often don’t know where to look for assistance.  Whether the violence or harassment is by a former or current cohabitant, family member,

Read More »

THE ELEPHANT IN THE ROOM: COMPLIANCE

For many wineries, compliance is something of an elephant in the room –its presence is known to all. Certainly, maintaining full compliance can be daunting, complicated and time-consuming. Not being in compliance, however, can have far more dire consequences. Penalties

Read More »

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