News + Events

December 5th, 2024

Navigating Nonprobate Assets-The Impact of Reich v. Reich on Omitted Spouse Claims. Can a surviving spouse claim a share of nonprobate assets like IRAs? In Reich v. Reich (2024), the California Court of Appeal ruled that such assets, governed by beneficiary designations, are beyond the reach of California’s omitted spouse doctrine. This decision underscores the importance of updating estate plans and clarifies the limits of statutory protections.

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) ___ Cal.App5th ____ (Oct. 24, 2024, B332980), where Thomas Reich married Pamela years after creating a trust and naming […]

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November 18th, 2024

Electronic Signatures, Consent, and Capacity: How West v. Solar Mosaic LLC Protects Vulnerable Seniors

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  (Oct. 16, 2024, B334178, ___ Cal.App. 5th ____, WL 4499313) highlights the serious responsibilities businesses face when contracting with elderly or impaired individuals. The court’s […]

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January 11th, 2024

Beneficial Ownership Interest Reporting

“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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July 19th, 2023

FCOP Welcomes Attorney Cheyenne Martz

FCOP is pleased to welcome Cheyenne Martz as an associate in our Trusts and Estates Practice Group.  Cheyenne is an estate planning attorney, who worked as a paralegal and office manager while attending Ventura College of Law. She was born and raised in Ventura County. We are excited to have her join our FCOP family. Welcome Cheyenne!

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July 6th, 2023

FCOP to Host Annual Barristers’ Wine and Cheese Mixer on August 22, 2023

Ferguson Case Orr Paterson is pleased to host the annual Barristers’ Wine and Cheese Mixer on August 22 at 5:30 p.m. in our office courtyard. This event is open to all attorneys, judges, and law students. We hope to see you there. For further details, please click on the link below. The Annual Wine & […]

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January 25th, 2022

The Museum of Ventura County & the Ventura County Bar Association

Wednesday, January 26th The Museum of Ventura County & the Ventura County Bar Association Present Legal Issues for Artists: Protecting Your Works from the Moment of Creation and Beyond. FCOP attorneys Jaye Heybl, Corey Donaldson, Brian Philpott and Brian Fitzgerald will be included on the panel. Please see link for more details. https://venturamuseum.org/…/legal-issues-for-artists…/

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January 18th, 2022

FCOP Welcomes Attorney Elana Cuzzo

FCOP is pleased to welcome Elana Cuzzo as an associate in our Trusts and Estates Practice Group.  Elana is an experienced estate planning attorney, who also has a strong business litigation background from her years with Bryan Cave in Los Angeles.  Elana received her bachelor’s degree, in English, from USC and her law degree from UCLA.  […]

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November 18th, 2021

FCOP 2021 Accomplishments

One of Ferguson Case Orr Paterson’s 2021 accomplishments was the Court of Appeal decision upholding the $23.3 million verdict Ferguson Case attorneys won two years earlier on behalf of Ventura County-based Underwood Ranches. For 28 years, Underwood Ranches supplied jalapeño peppers to Huy Fong, a manufacturer of Sriracha hot sauce. But despite the family-like relationship […]

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October 5th, 2021

Attorney Max Engelhardt and Jessica Wan Elevated to Partners

We are thrilled to share the news that on Jan. 1, 2022, two litigation associates will move up to become partners at Ferguson Case Orr Paterson, LLP.  They are Max Engelhardt, a Suffolk University Law School graduate who spent the first nine years of his legal career in Massachusetts before moving to California in 2016, […]

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April 7th, 2020

FCOP Employment Law Update-COVID 19

FCOP’s Employment Litigation and Counseling practice group has published a detailed update with answers to the most common questions we are encountering, such as: Can I continue to operate my business? If an employee gets sick with COVID-19, will insurance cover it? What new paid leave obligations are there? Can I still terminate my employees? […]

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