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Morro Bay Attorney Urges Prosecution of Two Police Chiefs for Civil Rights Violations

Having obtained judgment in his favor in his federal civil rights case against all defendants [City of Morro Bay, and two MBPD police chiefs (Joseph Cox aka Jody Cox and Amy Watkins) sued as individuals, NOT in their official capacities], and having received payment...

Judgment Entered Against City and 2 Police Chiefs in Duringer v Morro Bay #2A Victory

My recent post Victory for #2A in Duringer v Morro Bay gave little detail, but i can now report judgment was entered today in favor of Plaintiff David R. Duringer (that’s me!) jointly and severally against all three defendants: the City of Morro Bay; former...

Atty Dave Duringer on Hometown Radio with Dave Congalton KVEC 920AM 20241203

Yes California, BDOT can Yield Better Asset Protection

There seems to be a misconception among some California estate planning attorneys that BDOT planning (BDOT stands for Beneficiary Deemed Owner Trust; also called a 678 trust, named after IRC §678) is inconsistent with, and should never be used with, a trust designed...

What You Give Up with a Local Estate Planning Attorney

[Central Coast residents: You can safely ignore this article because we are here to help you with comprehensive planning.] Most of our local clients prefer to have the first meeting in person at our office in Morro Bay. After that initial meeting, many of these local...

SECURE 2.0 Act, You, and Your IRA Beneficiaries

On December 29, 2022, President Biden signed the Setting Every Community Up for Retirement Enhancement 2.0 Act (SECURE 2.0 Act). The previous SECURE Act in 2020 made several changes to retirement planning: It increased the required beginning date (RBD) for required...

SECURE Act: How It Will Affect You and the Beneficiaries of Your Retirement Accounts

  Dear Clients and Students, On December 20, 2019, President Trump signed the Setting Every Community Up for Retirement Enhancement Act (SECURE Act). The SECURE Act, which is effective January 1, 2020. The Act is the most impactful legislation affecting...

The flexibility of stretch IRAs: Learn how your IRA can benefit your spouse and other beneficiaries

  IRA stretch is great in theory, but your beneficiary can withdraw the principal at any time and there is no asset protection. As an estate planning attorney, I can make the stretch real by using an asset-protected standalone IRA Beneficiary Trust, separate from...

Carrie Fisher and Debbie Reynolds Dynastic Deaths Give Offspring Legacies and Millions to Inherit Overnight

  Luck all around, despite the bad planning. Carrie had formal next of kin, daughter Billie Lourd, who inherits the house, the money and presumably the French bulldog even if the outspoken and occasionally erratic actress forgot to leave a valid will behind....