Tag: Legal Challenges
Celebrity Estates: Gene Hackman and Estate Planning While in Cognitive Decline

Celebrity Estates: Gene Hackman and Estate Planning While in Cognitive Decline

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After four decades of acting and winning multiple awards, Gene Hackman was found dead in his home at the age of 95, along with his wife and primary caretaker, Betsy Arakawa. Forensics uncovered that his wife predeceased him, leaving him to struggle with Alzheimer’s alone before passing away one week later.

Join WealthManagement.com Senior Editor David Lenok, and Jackie Bevilaqua a partner at Warshaw Burstein, as they delve into the tragic and unexpected circumstances of Hackman’s final days, exploring pressing questions about elder care, cognitive decline and how to safeguard clients against unforeseen complications.

They discuss:

  • Challenges in estate planning for cognitively impaired clients 
  • The importance of ongoing revision and understanding of estate plans 
  • How societal shifts impact elder care and estate planning
  • The significance of community support systems in elder law
  • Legal nuances of simultaneous deaths and the implications for estates

Resources:

Connect With David Lenok:

Connect With Jacqueline Bevilaqua:

About Our Guest:

Mrs. Bevilaqua has focused her practice on trusts and estates law since 2013. She has a strong background in estate planning and estate and trust administration for a diverse clientele, particularly complex issues of gift, estate and trust taxation. She also has significant experience in international estate planning, foreign account tax act compliance, and pre-immigration tax planning.

In addition, Ms. Bevilaqua is well-versed in counseling nonprofit corporations on regulatory, governance and federal and state tax compliance matters.
Celebrity Estates: Jim Thorpe, Native Americans, and the Land Back Movement

Celebrity Estates: Jim Thorpe, Native Americans, and the Land Back Movement

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Jim Thorpe, revered as one of the greatest athletes in American history, exemplifies how personal wishes and legal rights can conflict posthumously. Thorpe’s estranged third wife, Patricia, moved his remains to a town in Pennsylvania, which now bears his name, in a bid to create a tourist attraction, a decision contested by his sons under the Native American Graves Protection and Repatriation Act of 1990.

David Lenok speaks with Alma Soongi Beck and Professor Jo Carillo about the multifaceted legal landscape surrounding estates involving Native Americans, focusing on Jim Thorpe’s controversial burial. They explore the nuanced issues of land rights, the Native American Graves Protection and Repatriation Act, and the increasing interest in land back movements.

David, Alma, and Jo discuss:

  • The legal battles surrounding Jim Thorpe’s burial controversy and what it symbolizes for Indigenous rights; 
  • The impact and significance of the land back movement on traditional land ownership; 
  • Common pitfalls encountered in estate planning involving Indigenous lands; 
  • Recent trends in charitable giving and how they support Indigenous communities;
  • How tax laws affect charitable giving to Indigenous organizations;

Resources:

Connect With David Lenok:

Connect With Alma Soongi Beck:

Connect With Professor Jo Carillo:

About Our Guests:

Alma Soongi Beck is certified as a specialist in estate planning, trust, and probate law by the State Board of Legal Specialization. Alma’s practice focuses on trusts, charitable planning, gift and estate tax planning, and post-death administration including trust administration and probate. She also offers consultations and seminars on the legal and tax implications of domestic partnership, marriage, and property co-ownership for same-sex and unmarried couples, as well as on the evolution of parentage and gender in estate planning. Alma also advises and presents Land Back to Indigenous Tribes for titleholders, Tribes, and Indigenous nonprofit organizations.

Jo Carrillo JD/JSD is a Professor of Law and Faculty Director of the Indigenous Law Center (ILC) at UC Law San Francisco (formerly UC Hastings). For over three decades, Carrillo has taught and written extensively in property and property-related subjects, including Federal Indian Law. Carrillo earned her BA from Stanford University, her JD from the University of New Mexico, and her JSD from Stanford Law School. She is a member of the Order of the Coif, the American Law Institute, and a former Trustee of the Law & Society Association; she was a Visiting Scholar at The Center for the Study of Law & Society at UC Berkeley Law, and a Visiting Professor at Stanford Law School. As Faculty Director of the UC Law Indigenous Law Center, in addition to other responsibilities, Carrillo facilitates a seminar series called Law & Seminars.