December 5th, 2024
By David B. Shea, Esq. Marriage often brings joy, but when it happens later in life—or follows a prior union—it can leave surprising gaps in estate planning. That’s exactly what happened in Reich v. Reich (2024) 105 Cal.App5th 1282, where Thomas Reich married Pamela years after creating a trust and naming beneficiaries of his IRA, […]
November 18th, 2024
By David B. Shea, Certified Specialist in Estate Planning, Trust & Probate Law In an era where digital agreements are as common as a click, West v. Solar Mosaic LLC, 105Cal.App. 5th 985) highlights the serious responsibilities businesses face when contracting with elderly or impaired individuals. The court’s decision underscores that electronic signatures alone may […]
January 11th, 2024
“On January 1, 2024, the reporting requirements established by the U.S. Corporate Transparency Act (“CTA”) went into effect. In general, the CTA requires those with a “beneficial ownership” in certain entities to report their ownership and identifying information to the U.S. government (the “BOI Report”). Businesses that are required to file a BOI Report are […]
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