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Probate,
Civil Litigation,
Ethics/Professional Responsibility

Sep. 18, 2018

Professor testifies that attorneys’ estate plan was ‘reasonable’

A Loyola Law School professor testified Monday that the estate plan at the center of a family’s fraud lawsuit against Buchalter APC, was “certainly reasonable” and accomplished the financial and tax savings goals as intended.

SANTA ANA -- A Loyola Law School professor testified Monday that the estate plan at the center of a family's fraud lawsuit against Buchalter APC, was "certainly reasonable" and accomplished the financial and tax savings goals as intended.

Joseph V. Sliskovich said the charitable reminder unit trusts, or CRUTs, the plan created were a fine solution to the family's "dirt rich but cash poor" situation.

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