Reasons an Estate Plan Could Be Challenged: Part 3 – Fraud

January 2, 2020 - Joshua K. Crawford

An Estate Plan is an essential part of your planning process. But there are ways an Estate Plan can be challenged as being invalid. This is the third...... Read More

Estate Planning, legal education

Reasons an Estate Plan Could Be Challenged: Part 4 – Lack of Testamentary Capacity

January 2, 2020 - Joshua K. Crawford

An Estate Plan is an essential part of your planning process. But there are ways an Estate Plan can be challenged as being invalid. This is part of...... Read More

Estate Planning, legal education

The Questions of Estate Planning, Part 5: How

December 2, 2019 - Joshua K. Crawford

People often have questions about Estate Planning. This is the fifth in a series of articles addressing those questions. This fifth article addresses “how” to do Estate Planning....... Read More

Estate Planning, legal education

Reasons an Estate Plan Could Be Challenged: Part 1 – Formal Requirements

December 2, 2019 - Joshua K. Crawford

An Estate Plan is an essential part of your planning process. But there are ways an Estate Plan can be challenged as being invalid. This is part of...... Read More

Estate Planning, legal education

Reasons an Estate Plan Could Be Challenged: Part 2 – Undue Influence

December 2, 2019 - Joshua K. Crawford

An Estate Plan is an essential part of your planning process. But there are ways an Estate Plan can be challenged as being invalid. This is the second...... Read More

Estate Planning, legal education

Continuing Legal Education in San Diego

November 1, 2019 - Joshua K. Crawford

Staying up-to-date is important. That’s especially important in Estate Planning and Elder Law. Academy members attending the semi-annual Academy Summit conference in San Diego learned about the latest...... Read More

Estate Planning, legal education

The Questions of Estate Planning, Part 2

November 1, 2019 - Joshua K. Crawford

People often have questions about Estate Planning. This is the second in a series of articles addressing those questions. This second article addresses “what” Estate Planning comprises. Read...... Read More

Estate Planning, legal education

The Questions of Estate Planning, Part 4: Where

November 1, 2019 - Joshua K. Crawford

People often have questions about Estate Planning. This is the fourth in a series of articles addressing those questions. This fourth article addresses the “where” of Estate Planning....... Read More

Estate Planning, legal education

The Questions of Estate Planning, Part 3: When

November 1, 2019 - Joshua K. Crawford

People often have questions about Estate Planning. This is the third in a series of articles addressing those questions. This third article addresses “when” to do Estate Planning....... Read More

Estate Planning, legal education

The Questions of Estate Planning, Part I: Who

November 1, 2019 - Joshua K. Crawford

People often have questions on Estate Planning. This is the first in a series of articles addressing those questions. This first article addresses “who” should do Estate Planning....... Read More

Estate Planning, legal education

Make Your Own Plan

October 1, 2019 - Joshua K. Crawford

Planning is important. If you don’t plan, your assets go pursuant to the state’s default plan, which may be very different from what you want. If you plan,...... Read More

Estate Planning, legal education

529 Plans: Planning for Education with a Tax and Asset Protection Bonus

September 2, 2019 - Joshua K. Crawford

Planning is important when providing for your children or grandchildren. But planning for their education has special importance and may have special advantages. This article looks at how...... Read More

Estate Planning, legal education