By Lisa M. Gibbs, M.D., Christopher Carico, Esq. and Lilian H. Walden, Esq.
Reprinted with permission of the State Bar of California, Trusts and Estates Section, from Volume 24, Issue 1, (2018) of the California Trusts and Estates Quarterly.
INTRODUCTION
Despite a lack of mental health training, trust and estate attorneys often have to assess the cognitive…
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(August, 2016) – Carico Johnson Toomey LLP is pleased to announce that Christopher D. Carico has been named to the 2017 Edition of The Best Lawyers in America, the oldest and most respected peer-review publication in the legal profession.
Best Lawyers has published their list for over three decades, earning the respect of the profession, the media, and the public as the most reliable, unbiased source of legal referrals. Its first international list…
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(June, 2016) – William G. Benz has been named to the 2016 California Rising Stars list By Super Lawyers. Each year, no more than 2.5 percent of the lawyers in the state are selected by the research team at Super Lawyers to receive this honor.
William G. Benz represents and assists a broad array of clients, ranging from privately-owned companies to public municipalities. He is experienced in civil, employment, and labor litigation, as well…
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California Trusts and Estates Quarterly, Volume 16, Issue 1, 2010
by Christopher D. Carico | Partner & James E. Spar, M.D.
I. Introduction
An LPS conservatorship allows involuntary mental health treatment for individuals who are presently gravely disabled as a result of mental illness or chronic alcoholism.1 It is designed for individuals that cannot or will not voluntarily accept treatment. Contrary to popular opinion, it is not the only option for involuntary mental health treatment…
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This article was originally published in California Trusts and Estates Quarterly, Volume 13, Issue 4, 2008
By Christopher D. Carico |Partner
Larry K. Prutch, CFP, CIMA, Institutional Consulting Director,** and Cengiz Volkan, CFP, CIMA, Institutional Consulting Director***
I. Introduction
The Uniform Prudent InvestorAct (“UPIA”) imposes complex investment requirements on private trustees.1 Estate planning attorneys protect trustee-clients by participating in the creation of a detailed investment policy statement (“IPS”), which documents the investment…
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