Tag Archives: california trustee

DEMENTIA CASES RISING IN SONOMA COUNTY

Posted on June 18, 2012 by admin

Except by Janelle Wetzstein PETALUMA ARGUS-COURIER | Monday, June 18, 2012 Charlotte Phelps Moran had always been an eccentric person, according to her family. Her daughter, Petaluma resident Cyndi Kowalski, said that being different was something that she had always … Continue reading →

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ELIGIBLE HOMEBUYER CREDIT PURCHASES

Posted on July 8, 2010 by admin

Provided by Craig Curreri, Coldwell Banker Residential Eligible taxpayers who contracted to buy a home, qualifying for the first-time homebuyer credit, before the end of April now have until Sept. 30, 2010 to close the deal, according to the Internal … Continue reading →

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MICHAEL JACKSON ESTATE SIGNS FOR $250 MILLION WITH SONY RECORDS

Posted on May 3, 2010 by admin

The $250 million dollar advances and other payments for a March 2010 deal between the Michael Jackson Estate and Sony Records is just the icing on a cake that will delve through perpetual layers of sky-high royalty rates, licensing arrangements … Continue reading →

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THERAPEUTIC CASE MANAGEMENT

Posted on April 2, 2010 by admin

By Jennifer Westcott MA, MFTI & Drew Ross MA, MFT Traditional case management typically involves creating a system of care for the benefit of the individual and/or family unit, providing insight and guidance around issues of safety, transition, health and … Continue reading →

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LIABILITY INSURANCE AND INVESTMENT PROPERTIES

Posted on March 16, 2010 by admin

In 2009, the California Superior Court awarded an air-conditioning deliveryman $5,235,000 when the maintenance elevator he was riding in a San Francisco high rise made a sudden stop causing him to fall. The Plaintiff suffered a lower back injury requiring … Continue reading →

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CPI-U, CPI-W, CPI-E: WHAT IS ALL MEANS

Posted on February 25, 2010 by admin

By Shelley Ocaña, Private Fiduciary The Consumer Price Index (CPI) measures the average change over time in the prices paid by urban consumers for a representative market basket of consumer goods and services. The Bureau of Labor Statistics publishes the … Continue reading →

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5TH ANNUAL COLLABORATIVE PRACTICE CONFERENCE April 23-25

Posted on February 24, 2010 by admin

For fiduciaries and estate planning professionals practicing in California there is a great opportunity to get some interesting and innovative continuing education at the upcoming Collaborative Practice statewide conference.  The Nikko Hotel in San Francisco is housing the fifth annual … Continue reading →

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