Category: Estate Planning

By Stephen J. Dunn On April 5, 2004, Ms. Ann Dunn Aldrich wrote her Will on an “E–Z Legal Form.” In Article III, entitled “Bequests,” just after the...

By Stephen J. Dunn This is the second of two articles on charitable giving.  The first article questioned the wisdom of leaving property to individuals, and urged instead the making...

By Stephen J. Dunn This is the first article of a two-part series on charitable giving.  This article examines the benefits of charitable giving.  The second article suggests basic due diligence...

By Stephen J. Dunn I often see older people with other peoples’ names on their property as co-owners.  Legally, the ownership is joint tenants with right of survivorship, meaning...

By Stephen J. Dunn This is the third post in a three-part series on estate planning for a married couple.  The first post concerned ethical issues in estate planning for...

This is the second post is a three-part series on estate planning for a married couple.  The first post concerned ethical, legal issues in estate planning for a married couple. ...

[caption id="" align="alignright" width="121"] Current logo using "Dodgers" Script (Photo credit: Wikipedia)[/caption] By Stephen J. Dunn This is the first of three posts on estate planning for a...

By Stephen J. Dunn Alameda County Superior Court Judge Paul David Seeman was arrested recently and charged with embezzling at least $1.6 million from an elderly neighbor couple....

By Stephen J. Dunn Forbes reports that estate planning attorneys have seen their work dry up in the wake of the December, 2010 estate tax relief legislation. That legislation...

By Stephen J. Dunn Few things are more important to an individual than planning his or her estate.  This determines who will receive your property at your death,...

By Stephen J. Dunn When the Federal estate tax returns on January 1, 2011, it will do so with a unified credit of only $1,000,000, unless Congress acts...

By Stephen J. Dunn Lawyers’ code of professional responsibility forbids them from handling matters in which they have a conflict of interest. But conflicts of interest are common...