Welcome to Part 5 in a 12-part series entitled "12 Warning Signs You're Headed for a Lawsuit with Your Partner". If you missed Parts 1-4, click here to get to our Real Estate Investor bLAWg where you can find those and any many other informative blog posts. The...
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12 Warning Signs You’re Headed for a Lawsuit with your Partner-Part 4
Welcome to Part 4 in a 12-part series entitled "12 Warning Signs You're Headed for a Lawsuit with Your Partner". If you missed Parts 1-3, click here to get to our Real Estate Investor bLAWg where you can find those and any many other informative blog posts. The...
12 Warning Signs You’re Headed for a Lawsuit with your Partner-Part 3
Welcome to Part 3 in a 12-part series entitled "12 Warning Signs You're Headed for a Lawsuit with your Partner". The third warning sign is... #3: No Written Agreement Many of the partner disputes we have handled could have been completely avoided if the partners had a...
12 Warning Signs You’re Headed for a Lawsuit with your Partner-Part 2
Welcome to Part 2 in a 12-part series entitled "12 Warning Signs You're Headed for a Lawsuit with your Partner". If you missed Part 1, where I discussed what I believe is the #1 warning sign you're headed for a lawsuit with your partner (indeed, it may also signal...
12 Warning Signs You’re Headed for a Lawsuit with your Partner-Part 1
So many of our clients do business with one or more partners. We set up partnership agreements and we handle partner disputes (and, to my knowledge, we have never had a partnership that we set up end up in a dispute or litigation). Litigation is expensive and...
Critical Estate Planning for Frequent Flyer Miles
A client recently asked me, “What happens to my frequent flyer miles when I die?” With so many credit card companies giving up to 100,000 bonus miles just for opening the credit card account and charging on the card (yes, that’s true!), and then giving away additional...
TERMINALLY ILL? YOU DON’T NEED TO MOVE TO OREGON TO GET LIFE-ENDING DRUGS
Before January 1, 2016, terminally ill patients in California needed to move to a state like Oregon to obtain a prescription to end their suffering and die with dignity. Now, an historic new California law, the End of Life Option Act, allows physicians to provide...
How To Save Money Before December 31, 2015
You could save thousands of dollars by either forming your new entity or dissolving unused entities between now and December 31, 2015. 1. 1031 FLEXIBILITY. If you currently hold property in an LLC with one or more "partners", but want the flexibility, when...
Breaking News-SEC FINALLY Adopts Final Rules to Permit Crowdfunding: What It Means To Commercial Real Estate Investors
Last Friday, the SEC finally, after 3 years, adopted final rules to permit companies to offer and sell securities through crowdfunding. But, to me, the more interesting SEC news is what’s on the horizon (keep reading to the end of this article for more...
WHO “WILL” GET YOUR ASSETS? CALIFORNIA SUPREME COURT WEIGHS IN
WHO “WILL” GET YOUR ASSETS? Estate of Duke, filed July 27, 2015 If you don’t properly document your wishes, your assets may be part of a long and expensive court battle after you die over unjustified claims of “mistake.” In an historic ruling, the California Supreme...
