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2011 Articles

Trusts & Estates California Trusts and Estates Quarterly: Stress Test Your Client’s Life Insurance to Help Them Avoid the Attractive Impossibility

Stress Test Your Client’s Life Insurance to Help Them Avoid the Attractive Impossibility by Richard M. Weber, CLU and Gordon A. Schaller, Esq. Copyright © California Trusts and Estates Quarterly. Reprinted with permission. Click here to view this article as a pdf. I. INTRODUCTION Buying life insurance can present mixed emotions for clients faced with […]

Taxation and Trusts & Estates Orange County Business Journal: Stress Test Your Life Insurance

Stress Test Your Life Insurance by Gordon Schaller and Scott Harshman This article appeared in the February 22, 2011 issue of the Orange County Business Journal. Click here to view this article as a pdf. The life insurance industry has utilized technology over the last 30 years to create new hybrid financial/life insurance products. Life […]

Bankruptcy For Creditors with Clients Filing Chapter 11- Commercial Finance Roundtable: A Creditor’s Plan – A Way Out of the Morass of a Single Asset Real Estate Bankruptcy Case

Many lenders are not very familiar with creditors’ plans, which can be a useful tool to break through a logjam in a Chapter 11 bankruptcy case. JMBM Special Assets Team members and expert creditors’ rights attorneys, Bob Kaplan and Nick De Lancie, are veterans at crafting and confirming creditor’s plans in tough cases. Bob and […]