Category Archives: Estate Planning

Parents Protect Sons From Their Siblings—From Beyond the Grave

John E. O’Grady, O’Grady Law Group Years after his parents died, Kevin O’Connor fought off two of his siblings with a legal security blanket they left him. The weapon: a…

Aretha’s Estate Inaction Especially Common Among Terminally Ill

John E. O’Grady, O’Grady Law Group The sad announcement came moments after America lost its Queen of Soul this summer: Aretha Franklin had died of pancreatic cancer. Then more news…

A Widow’s Unwelcome Surprise Makes New Spousal Rights Law

John E. O’Grady, O’Grady Law Group When Shu Hsun Tai lied and told his wife their property was “all hers,” the dying Los Angeles man couldn’t possibly have known his…

What, Me Worry? The One Thing You Need for the Young Risk-Takers in Your Life

John E. O’Grady, O’Grady Law Group It’s not just older adults who need to think about putting their wishes in writing. Young people are known for their risk-taking, with motorcycle…

Fork It Over: A Successor Trustee Must See All, Including Attorney-Client Correspondence

John E. O’Grady, O’Grady Law Group It wasn’t long after Beverly Morgan died in 2014 that her loved ones started suing each other. Daughter Nancy filed to invalidate the trust…

Enough Is Enough: Fear of Harassment Can Help Protect Older Adults

John E. O’Grady, O’Grady Law Group When is fear itself sufficient to warrant protection for a senior citizen? A recent appellate court decision may give some added comfort to those…

Interesting News from the World of Estate Planning

John E. O’Grady, O’Grady Law Group Buyer and Owners of Selling Entity Beware of Partner’s Estate Tax Lien Kentucky mining mogul Duane Bennett Sr. died in 2006.  The IRS assessed…

Plan Ahead If You Want Kids Conceived After Death To Inherit

By John O’Grady, O’Grady Law Group These days, fertility science can bring the joy of parenthood to those surviving a deceased partner. But what about the inheritance rights for such…

The Kirk Kerkorian Estate Drama He ‘Tried’ to Prevent

by John E. O’Grady, O’Grady Law Group Kirk Kerkorian, eighth-grade dropout, billionaire, casino and film dealmaker, died at age 98 in June 2015 with an estate plan that’s playing out…

The Psychology of Mediation – Part 1

By Elizabeth Bader, Bader Conflict Resolution Services During the course of mediation, parties typically experience what I call the IDR cycle, a cycle of overconfidence (inflation), disappointment (deflation, often with…