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Probate Presentation to Realtors

Later today I am speaking to a group of Realtors at the Lyon Real Estate office in Folsom.  I will be giving them a refresher course on transferring and selling real estate after death. Here’s my outline:

LYON REAL ESTATE – Folsom, CA

February 27, 2013

By: John B. Palley, Esq.

I.       Introduction
  1.   Johnson, Fort, Meissner, Joseph & Palley
    1. Since 1979
    2. 8 attorneys
    3. Estate planning, probate, business, real estate, and related litigation
    4. Offices in Sacramento and Roseville – Practice throughout California
    5. John Palley is a Certified Specialist in Estate Planning, Trust and Probate
    6. Brief refresher on Estate Pl
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Free Cemetery Burial in Sacramento

I know you don’t believe the headline but it’s TRUE. 100% true! One of newest and nicest cemeteries in the greater Sacramento valley area does not accept money. Free burial, headstone and even a 15 minute service. What’s the catch? You or your spouse have to have served in the military and been honorably discharged. That’s it. Here is a link to the cemetery. The cemetery is an official VA (Veterans Administration) cemetery and is free to all qualifying veterans.  I have not been there yet but I understand it’s beautiful. Here is the info: Sacramento Valley National Cemetery 5810 Midway Road Dixon, CA 95620 Phone: (707) 693-2460 Fax: (707) 693-2479
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Estate Planning and Vacation Planning

I have been on vacation for the last two weeks. I thought about blogging almost every day but I never did it. However, I feel re-charged, re-energized and ready to WORK! I am ready to blog and ready to roll! I read an interesting article last week. It suggested that the average person spends more time planning their next vacation than their retirement. I don’t know about you but I can’t honestly say I spend that much time planning my retirement. However, the same sentiment applies to our estate plans. Do you spend more time planning your next vacation than you do planning for how your kids will inherit your wealth? To me it’s a good reminder. Yes vacations are important and I look forward to each and every one of them. However, it’s MORE important that we plan for our retirement an
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Probate Process from Start to Finish for Paralegals

We are pleased to announce that John Palley, our lead probate attorney, has been chosen to be the lead speaker at the April 18th IPE seminar on the Probate Process from Start to Finish.  The seminar will take place at the Sheraton Grand on J Street in Sacramento. The brief outline is below. If you would like Mr. Palley’s complete outline please email us. HOW TO FILE AN ESTATE IN PROBATE COURT 9-9:45 John Palley Distinctions Between the Modest and Larger Estate The Estate Timetable and What Needs to Be Done Steps for Proving the Will Steps for Challenging the Will WORKING WITH EXECUTORS AND ADMINISTRATORS 9:45-10:30 John Palley Duties of Executors or Administrators During the Probate Process Paralegal Contact With Executors or Administrators How Misconduct and/or Removal of Executors
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