Some things that I am working on – cases and networking
Very recent events in different cases:
Probate petition and hearing to force the presumptively named executor to file a petition.
Approval of petition for probate.
Approval of accounting.
Settlement agreement signed, working on petition for court approval.
Settlement negotiations in another case – settlement questionable.
Propounded written discovery in trust dispute case.
Working on discovery responses in will contest and alleged elder abuse case.
Working on discovery responses in a community property/separate property and creditor claim case.
Oversight of trust accounting and proposed schedule of distribution, and transmittal to beneficiaries with Probate Code §16461(c) 180 day notice period.
Very recent networking:
Institute on Aging meeting.
California Professional Fiduciary Association presentation.
Meetings and discussions with investment advisors.
Meetings and discussions with in-home care agencies.
Working on the blogs and the new Facebook page. The blogs are at:
http://californiaestatetrust.com and http://auditcommitteeupdate.com,
and the new Facebook page is at https://m.facebook.com/David-W-Tate-Esq-447636355446961/