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3 Mar 2017| Orange County Community FoundationOCCF donor and Laguna Beach resident Mark Draper has embarked on a mission of growing philanthropy for the preservation of the Orange County environment through support of the Laguna Canyon... Read more »
26 Jan 2017| Orange County Community FoundationBenefiting the HEALTH, EDUCATION, and EMPLOYMENT of Orange County Veterans through OCCF's OC Veterans Initiative. Read more »
12 Dec 2016| Orange County Community FoundationIf you're searching for the perfect gift, you'll love the OCCF Holiday Gift Guide. Each organization represented uses a portion of its proceeds to support a charitable mission. Give while giving back... Read more »
17 Nov 2016| Orange County Community FoundationOCCF Board Member Reshma Block and her husband Ryan were recently highlighted in a Coast Magazine feature on young professionals leading the charge for growing philanthropy in Orange County. Thank... Read more »
10 Nov 2016| Orange County Community FoundationThis is our why. Hear why we love what we do at OCCF. We are constantly challenged, motivated & inspired by the philanthropists we serve. Read more »
27 Oct 2016| Orange County Community FoundationDr. James Doti dreams to live in a community where everyone has an equal opportunity -- where we inspire the next generation to reach for the stars. Fortunately for us, Doti has done more than simply... Read more »
Bryan Clontz, MS, MSFS, CFP®, CLU®, ChFC®, CAP®, AEP, RICP® Edited by Ryan Raffin, JD Copyright © 2017 by The American College Press All rights reserved. No part of this publication may be...
Russell N. James III, J.D., Ph.D., CFP | ArticleVisual Planned Giving An Introduction to the Law & Taxation of Charitable Gift Planning Russell James III, J.D., Ph.D. Professor & CH Foundation Chair in Personal Financial Planning...
The law's good faith principle has traditionally regulated legal relationships, such as the contractual relationship. Equity's more intense fiduciary principle has generally regulated equitable...
Charitable remainder trusts are back! This according to attorney and PGDC contributing author David Wheeler Newman of Mitchell, Silverberg & Knupp, LLP. Read on to see why CRTs are enjoying...
Professor Brian Tamanaha's new book, Failing Law Schools, does a good job of explaining why borrowing to obtain a lower tier law school education has become a bad deal for all too many, but...
Unless the fiduciary issues and the representation issues in a trust dispute are properly sorted out in advance, there is a very real risk that an ill-considered rush to mediate or arbitrate will...
The Interest on Lawyers Trust Account Scheme (IOLTA): Could the medical profession get away with fleecing patients this way?It is coming on a decade since the U.S. Supreme Court ruled that the IOLTA scheme constitutes a collective taking by the state of the property of clients. Still the scheme continues. Nothing has...
Next year, 2013, marks the 20th anniversary of the judicial/political resolution of the final controversy over the administration and disposition of a certain Massachusetts-sited trust established...
Could the Myriad Codifications of Aspects of the Law of Trusts Culminating with the Uniform Trust Code (2000) Be Doing More Harm than Good?Though the trust is a judge-made creature of equity, the last eighty years have seen numerous rounds of uniform legislation codifying various aspects of the law of trusts, beginning with the Uniform...
Since the 1960s, the trust has been under attack on two fronts in the American law school. First, the traditional Trusts course has been down-graded to elective status, a misguided curricular “...
Charles E. Rounds Jr, Fiduciary Consultant | Article | 2 commentsLaw Schools No Longer Adequately Equip Their Students To Think Like Lawyers: The Unintended Consequences of Decontextualizing ContractsThe process of paralegalizing the American legal academy is now complete. It was inevitable. A course in Contracts does not a complete lawyer make. The curricular marginalization of two of the other...
In an article published on line in 2010, Charles E. Rounds, Jr. suggested that the expansion of legal writing programs in the law schools at the expense of instruction in core legal doctrine is why...