Estate Plan Funding for Spouses
Posted on: May 27, 2013 | By: dunn_access | Estate Planning, Ethics, Tax Planning
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...
Ethics in Estate Planning for a Married Couple
Posted on: April 26, 2013 | By: dunn_access | Estate Planning, Ethics
[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...
Protect Us from Lawyers
Posted on: June 28, 2012 | By: dunn_access | Estate Planning, Ethics
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....
Why the McCourt Marital Agreement Failed
Posted on: December 14, 2011 | By: dunn_access | Ethics, Marital Agreements
By Stephen J. Dunn Frank McCourt and Jamie McCourt met as undergraduates at Georgetown University. They were married in 1979. Frank entered the real estate business in Boston....
Conflicts Of Interest Common In Estate Planning
Posted on: July 15, 2010 | By: dunn_access | Estate Planning, Ethics
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...