Last week we launched Undue Influence, the Series. Here’s Episode 2. It’s the story of Lawrence Moretti and his lifelong friend, Rita Casoni, and the close knit neighborhood that is Boston’s North End. When we left them last week, Lawrence, in…
If we were ever going to make a movie or prestige TV/Netfix series about Probate Court, it’d have to be called Undue Influence. Catchy title, also the term ‘undue influence’ covers so many scenarios we’d probably get a bunch of…
Last month we did a Facebook post about the latest on the Michael Jackson estate – yes, it is still open. The crux was this: the IRS valued Michael Jackson’s image – an asset under California law – at a…
Separation and divorce have, perhaps obviously, potentially adverse effects on estates and the probate process. Regardless of when it occurred. Both are fraught with emotions and complications that tend to linger for years. Along the line, promises are made, between the…
We just posted a link to a Wall Street Journal article about the pitfalls of being an executor. There are more than a few and even experienced financial professionals can run afoul of the sometimes arcane rules. By the way,…
Find out what you must know to make sure it is done right.
