Estate Planning Practice Blog

Protecting Triplets!

On a personal note, we take great pleasure and pride in assisting families with their business and estate planning objectives.

One of our partners had twins last week and one of our other name partners, Mark Doyle, is representing a family who had triplets not too long ago. And, I (Jenni Sawday) am expecting a second baby this May, which reminds me I need to get my own estate planning documents updated shortly after the new babe is born to practice what I preach!

 
Partner Mark Doyle, in the picture here, met with firm clients when they brought along their 8 month old triplets Toni, Sydney and Max.  The parents live in south Orange County and have business and real estate holdings.   In previous engagements, we established an estate plan, a corporation and LLC's for them. 

Now our current engagement involves working on a private charitable foundation, succession and gifting plan including life insurance. The TLD team will be working together again for these clients to benefit Toni, Sydney and Max years from now. 

Litigating Trusts and Estates Matters

One of the skills that has become invaluable in the estate planning/wills/trusts and probate practice area is the ability to handle a litigation matter when it arises. This is when someone disagrees with how an estate is being handled (either through a trust or probate proceeding) or feels that they are entitled to a portion of an estate or for a myriad of other reasons.

Tredway, Lumsdaine & Doyle, LLP, attorneys are very experienced in handling litigation matters in trusts and estates matters.

We have four attorneys who handle routine estate planning matters for clients. We have three attorneys who handle routine probate matters for clients. We have seven litigation attorneys who routinely handle litigation matters as it relates to trusts and estates.

Typically, a client who has a litigation matter will consult with the appropriate practice area attorney (estate planning or probate) and then once the client retains the firm, a team approach is used to put together the best attorneys for the matter that is most cost effective and follows the desired litigation strategy for our clients.

Monical Goel to Present on Estate Planning Issues in December

Our very own Monica Goel, Esq., will be a featured speaker in NBI's upcoming seminar on Estate Planning and Recovery for Elderly Clients this coming December. The seminar will be held at three locations at three dates.

For more information, you can click here to see the brochure from NBI.

Blog Featured by a Marketing Coach.

This blog was featured by Susan Cartier Liebel, a marketing coach for lawyers, as one of many blogs that work for those that are solo attorneys or think like solos for their firm. The blogs are called practice area blogs because they provide a distinct service to their clients, readers and the blogosphere as a whole. This blog is proud to be listed! Read Ms. Liebel's post here.

Kind Words About This Blog.

We receive email from readers with legal inquiries, kind words and other suggestions for this blog often.

Emails are always welcome from blog readers. Our email addresses are on the left column near our photographs.

Here is a recent email from a reader named Lynn, who has given me permission to post:

"I am a probate paralegal and I cannot say thank you enough for such a wonderful blog!  I found it very informative and helpful and I have had to share it with not just the attorneys I work with but my other probate paralegal friends.

Thank you for doing such a wonderful job and, in turn, helping me do mine!"

Confidential to Lynn: you are welcome and thank you too!

Teamwork at TLD.

One of the nice things about working at a law firm is teamwork. Teamwork is a core value at Tredway, Lumsdaine & Doyle, LLP.

Teamwork came into action when I wasn't feeling well on a day that I had many estate planning appointments.

I had clients driving up from San Diego and Thousand Oaks to sign various estate planning documents. I was hesitant to have to cancel the signings because I wasn't feeling well. (Can I say that a cold is one thing, but the stomach flu is another monster entirely?)

Another attorney, a name partner no less, graciously offered to take my appointments for me and instantly I knew that our clients would be well taken care of.

Teamwork should be one of the attributes clients consider when hiring a law firm to handle estate planning needs.

U.S. Chamber Small Business Regional Finalists!

Tredway, Lumsdaine & Doyle, LLP has been awarded U.S. Chamber Small Business of the Year Award 2007 -- West Regional Finalists and the Blue Ribbon Small Business Award!

When you work with TLD, we take extreme pride in our ability to work well with our clients in handling their legal matters and estate planning and probate matters are no exception.

For our estate planning clients, the firm's estate planning and probate department is very strong and well-staffed with over 4 attorneys handling estate planning (two of which are partners) and over 7 attorneys handling related litigation matters in these practice areas.

Tredway, Lumsdaine & Doyle LLP -- From Good to Great.

NEW SEMINAR! Estate Administration Procedures

Monica Goel is a featured speaker at the upcoming National Business Institute seminar on June 14, 2007, in Irvine.  For information about Monica's seminar, click here.

She will be speaking throughout the full day on Estate Administration Procedures: Why Each Step is Important.

Anyone can register and attend this seminar through the National Business Institute. If you hold a professional designation or license, you may be able to receive continuing education credits for attending.

Estate Planning Blog as "Blawg of the Day!"

On February 10, 2007, this blog was the "Blawg of the Day" on Tim Mighell's Inter Alia blog. Thanks Tom!

[Fun fact: some legal blogs call themselves "blawg" as it has the word "law" instead of blog.]

Approved By KFI Radio Talk Show Host Bill Handel.

Bill Handel is famous in the Southern California region and other regions across the country for his radio talk show called Handel on the Law. Bill Handel has a complimentary website to his radio talk show to help listeners locate an "approved" attorney in their area.

Both Jennifer Sawday and managing partner Matthew Kinley from Tredway, Lumsdaine & Doyle are approved by Bill Handel!

Read Jennifer's bio here and Matthew's bio here.