In a best.com interview, Bonnie Landles-Dowling offered key advice for estate planning, especially in uncertain times, and said that estate plans can be done remotely. Quoted in a May 18 article titled, “Right Now Is the Best Worst Time for Estate Planning—How to Take Advantage,” Bonnie recommended naming beneficiaries for certain retirement and insurance accountsRead more
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Jessica Karner shared thoughts on succession planning for an article in the January 2019 issue of Financial Advisor Magazine, “How to Succeed in Succession.” (https://www.fa-mag.com/news/how-to-succeed-in-succession-42414.html?issue=311).Read more
Jessica Karner will present at the Invest in Women conference as part of an expert panel focused on planning and implementing exit strategies for wealth advisory firms. Co-sponsored by Financial Advisor and ETF Advisor, the conference will be held April 29 through May 1, 2019, at the Loews Atlanta Hotel, Atlanta, Georgia. For more information,Read more
Robert L. Harrison was a 2017 recipient of the State Bar’s Wiley W. Manuel Pro Bono Certificate for Pro Bono Legal Services. The award honors legal professionals who provide at least 50 hours of pro bono legal services during the preceding 12 months. Justice Wiley W. Manuel was the first African-American Justice of the CaliforniaRead more
Nicole Cabalette was elected to the Board of Directors of the Marin County Bar Association. Nicole was also re-elected to the Board of Directors of the Marin County Women Lawyers and continues to serve as Treasurer.Read more
Stafford Keegin, Jessica Karner and Annie Reilly facilitated the assignment of leases for three healthcare facilities, effective January 1, 2016.Read more
Keegin Harrison celebrated its 50th year of membership in the San Rafael Chamber of Commerce and was recognized for its service to the San Rafael and Marin County business communities by the U.S. House of Representatives, the California Assembly and Senate, and the San Rafael Chamber. Jeffrey Schoppert, a past San Rafael Chamber board chair,Read more
On December 2, Robert Harrison was the moderator of the CEB Program “Planning the Small and Mid-Size Estate” in San Francisco.Read more
Jessica Karner and Nicole Cabalette presented “Business Entities and Estate Planning,” a continuing legal education session sponsored by the Marin County Bar Association in Corte Madera. The October 21 presentation was hosted by the MCBA Probate & Estate Planning Section.Read more
Robert Harrison was elected to the Board of Directors of the Marin County Estate Planning Council.Read more