OCBA Trusts

SPEECH ON: BASIC INTERNATIONAL ESTATE ISSUES TO BE AWARE OF THAT COULD LEAD TO MALPRACTICE IF OVERLOOKED BY THE SEASONED ESTATE ATTORNEY AND LEAD TO CRIMINAL CHARGES FOR THE CLIENT

David, it was a pleasure speaking with you today.

You did a wonderful job imparting crucial info—and sprinkling great bits of humor amidst a rather terrifying landscape. It was a very wise choice by Trusts & Estates to bring you in, since those pitfalls are such a vital part of what those practitioners should know (and beware of), yet it’s a topic that likely isn’t on their radar.

Very best,

Michael Baroni – General Counsel, Palace Entertainment


Hi Dave,

Great presentation today at the OCBA event! I think a number of practitioners were cautioned as a result of the talk. We all enjoyed the stories, too!

Talk soon,

Shaun McNaughton, Law & Lewis LLP


David,

Thank you for the presentation, and for the packet of information you handed out at the meeting — it’s an important topic, and one that I need to know more about.

During your presentation, I enjoyed your sense of humor, your personal anecdotes about clients, and the stories of big cases that have shaped the law in this area. The biggest takeaway for me: it is fairly easy to get into trouble in this area of law, and the risks (20 years in prison for “money laundering”!) are truly staggering.

Thanks again – you’ve been a great help to me personally, and I can see that you are a tremendous asset to our community.

Sincerely,

Cory Jones, Attorney & Counselor at Law


Your lecture was interesting, and I enjoyed the cartoon jokes.

Thanks,

Gianna