Articles and Case Studies
Articles
Satisfying the UPIA through Professional Investment Advice and the Creation of the IPS
CPA as Client Trustee: Is the Compensation Worth the Liability?
Litigation Partner Stuart Johnson Joins Carico Johnson Toomey LLP
Estate Planning and Required Minimum Distributions
Toomey Carico Recognized In Super Lawyers Magazine 2010
Checklist for Administering a Trust After a Death
Legislative Change On Use of GRATS
Tips on Legally Protecting Your Customer Database
Buyers Beware. The Cost of Resolving Unfinished Employee Issues
Protect Yourself From Employee Embezzlement
Grantor Retained Annuity Trust Legislation
10-year minimum grat requirement
Should You Take an Equity Interest as Your Fee?
The PEO and Sexual Harassment Investigations
Ward Off Employee Theft With Internal Checks and Balances
What PEOs Need to Ask Prospective Clients
Chris Carico Included In The Best Lawyers in America
Christopher D. Carico Included in Southern California Super Lawyers Magazine for 2010
Philip A. Toomey Included in Southern California Super Lawyers Magazine for 2010
Stuart Johnson Included Among Southern California Rising Stars
Residents association stands behind City Council in stalled plastic bag ban
Ways for Avoiding Probate in California
Case Studies
A Just Result for an Employer Who Did the Right Thing.
Administrative Expenses Can Take A Bite Out of Delinquent Estate Taxes, Interest & Penalties
CJT: Knowledgeable, Strategic, and Able to Read a Poker Face
Public Employer Takes A Stand Against Poor Performance in Government Employment.
Catching the Financial Elder Abuser: The Gold Standard
Rescinding an Irrevocable Trust Using 3-Defense Strategy