NEWSLETTER

FinCEN Issues New Interim Ruling! Update: 3/22/2025 by Michael Leach On March 21, 2025, the Financial Crimes Enforcement Network (FinCEN) issued an interim final rule that significantly alters the Beneficial Ownership Information (BOI) reporting requirements under the Corporate Transparency Act. This action follows the U.S. Department of the Treasury’s announcement on March 2, 2025, which indicated a narrowing of the...

Developing Juror Trust with Integrity and Personality: By Attorney William E. Frazier September 24, 2007, in Redwood City, California, I found myself trembling in my Florsheims before twelve jurors and two alternates with a stack of neatly printed index cards and a new appreciation for trial lawyers. I was a fourth-year associate starting my first jury trial and had the...

Wills and Trusts:  In Plain English Everyone has heard of wills and trusts. Most articles written on wills and trusts often presume that everyone knows the basics of these important documents. In reality, many of us do not. Many of the legal concepts are rooted in complicated, centuries-old law. Not knowing how these documents work causes some people to not...

What Is Asset Protection? Do I Need It? When you hear “asset protection planning,” you may think of people like Jeff Bezos or Warren Buffett. Many believe that only wealthy families and people in high-risk professions need asset protection planning. In reality, everyone is at risk of being sued. A car accident, foreclosure, medical crisis, or business failure could result...

My Loved One Has Died – What Do I Need to Do? An Estate Administration Checklist provides peace of mind. There are several practical and legal estate administration considerations that a person named as the personal representative or executor of an estate or successor trustee of a trust should address in the initial weeks following the death, but prior to...

A presentation to assist businesses with understanding the effects of recent federal legislation related to COVID-19....

Updating Your Estate Plan: Spring Cleaning: Time to Clean Up Your Estate Planning Your estate plan, like your home, periodically needs a thorough polishing. Your life circumstances are constantly changing, and an estate plan that perfectly met your needs a couple of years ago may now be cluttered with outdated provisions or documents. With spring fast approaching, now is the...