Probate,
Law Practice
Apr. 20, 2018
Preparing a proper certificate of independent review
When confronted by an elderly transferor, every competent estate attorney must reflexively obtain a California certificate of independent review.
Arthur J. Harris
Senior Counsel
Murphy Pearson Bradley & Feeney
88 Kearny St 10FL
San Francisco , California 94108
Phone: (415) 788-1900
Email: aharris@mpbf.com
New Coll of CA SOL
Kavin Williams
Associate
Murphy Pearson Bradley & Feeney
88 Kearny St 10FL
San Francisco , California 94108
Phone: (415) 788-1900
Email: kwilliams@mpbf.com
When confronted by an elderly transferor wishing to make a disposition of assets to a caregiver or new companion, every competent estate attorney must reflexively obtain a California certificate of independent review. See Butler v. LeBouef, 248 Cal. App. 4th 198, 210 (2016). The CIR is considered a simple solution to a problem with big consequences. Indeed, failure to obtain a CIR when circumstances warrant one will likely lead to a malpra...
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