Tag Archives: Will.

Another CCO Liability Case and the SEC Complains about “May” Instead of “Will”

The SEC’s complaint against Temenos Advisory, Inc. and George L. Taylor paints a very bad picture for the firm and its Chief Compliance Officer. In this case, the CCO is also the CEO, founder and majority owner of Temenos. A … Continue reading

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Probate Denied For 5-Page Document In The Decedent’s Handwriting: It’s A Letter, Not A Will 

The decedent was a widow with no family. She had a close relationship with her neighbors. Shortly after a birthday party for the neighbors’ daughter, she handed the neighbors a check for $100, along with a 5-page document the decedent … Continue reading

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Article on Legal Aspects Concerning the Proving of a ‘Will’: Section 63 of the Indian Succession Act, 1925 Read with Section 68 of the Indian Evidence Act, 1872

Shivam Goel published an Article entitled, Legal Aspects Concerning the Proving of a ‘Will’: Section 63 of the Indian Succession Act, 1925 Read with Section 68 of the Indian Evidence Act, 1872, Wills, Trusts, & Estates Law eJournal (2018). Provided… … Continue reading

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Washington Post says Gana LLP “will fight tooth and Nail” for Its Clients.

Gana LLP represented 19 Claimants in a FINRA arbitration against Anthony Diaz. A panel of arbitrators awarded the Claimants over $4 million. The case was picked up by major publications including the Washington Post and InvestmentNews. Adam Gana, managing partner … Continue reading

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Myth #8- I only need a Will.

If you come to see me asking for just a Will, I will ALWAYS discuss with you whether you need a Financial Power of Attorney and a Health Care Power of Attorney and Living Will.  It is not because I … Continue reading

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