The Dayton Law Firm, P.C.
408-758-5750

Celebrity Estate Planning goes awry Pt. 8

Whether famous or just regular folks, we are reminded by the following anecdote that a few extra steps in your estate planning will deliver on your intentions.

Leona Helmsley

Leona Helmsley was famous for being direct in her requests of staff and others around her. After her death, it was discovered that the hotel tycoon had left instructions cutting two of her grandkids out of her $5 billion estate and leaving $12 million for her dog, Trouble. The stiffed grandkids made their own trouble and sued, claiming that she wasn't mentally fit to create her will and trust. The case settled, leaving poor Trouble with "only" $2 million.

There is a basic lesson to be learned here: If you're planning to do anything unusual, especially if it involves anything that would leave unhappy family members, have a lawyer conduct a mini evaluation attesting to your mental competence.
Whether I'm working on the ordinary or the exotic estate planning issues, I enjoy helping people plan their estates. Please give me a call, if I can assist you..... or if you just wish to meet and get acquainted.

No Comments

Leave a comment
Comment Information

Schedule A Free Initial Consultation

Bold labels are required.

Contact Information
disclaimer.

The use of the Internet or this form for communication with the firm or any individual member of the firm does not establish an attorney-client relationship. Confidential or time-sensitive information should not be sent through this form.

close

Privacy Policy

Email us for a response

The Dayton Law Firm, P.C.
1754 Technology Drive
Suite 230
San Jose, CA 95110-1319

Phone: 408-758-5750
Fax: 408-437-7509
San Jose Law Office Map

Directions To Our Office Door