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Estate Planning, Southern California Attorney
Category Archives: Law Firm Information
Questions to Ask Your Attorney Before You Hire Him or Her for Your Estate Plan
The local Long Beach legal newspaper, The Reporter, published an interesting article called, "The 6 Questions You Must Ask the Attorney Before You Spend a Dollar on Estate Planning." While we don’t want to copy the article verbatim, this post will identify the questions and our answers to the same.
1. How long has the attorney [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
