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Lake County Registrar of Voters Diane Fridley collects the information from candidates in all local elections. The information is public.
The most recent reporting period is for March 18 through May 22.
For both the district attorney and sheriff races, approximately $76,254.78 was raised by the six candidates during that two-month period. For the year so far, they've raised approximately $90,212, including a total of $26,961 in loans.
Expenditures for all six candidates in the two races totaled $54,801.72 for the two-month reporting period, and $61,411.82 for the year to date.
In the district attorney race, the single highest amount of actual cash – excluding loans – was raised during the reporting period by Don Anderson, who brought in $9,304.78, followed by $4,338 by Doug Rhoades and $4,283 for Jon Hopkins.
When counting all funding sources – including nonmonetary contributions and loans – Anderson also led, with $10,344.78, followed by Rhoades with $7,616 and Hopkins with $6,403.
Hopkins has raised the most funds overall of the year to date, with $11,722 – including $2,000 he has loaned himself – followed by Anderson with $11,004.78 and Rhoades with $9,066.
Anderson spent $11,220.92 for the reporting period and $11,360.60 year-to-date, followed by Hopkins with $9060.60 for the reporting period, $10.943.43 year-to-date, and Rhoades, $3,552 for the reporting period, $3,687.83 year-to-date.
In the sheriff's race, incumbent Rod Mitchell brought in the most cash from March to May with $23,782, followed by Francisco Rivero with $4,452 and $300 for Jack Baxter.
Rivero reported raising the most money for the year, approximately $30,643.22, of which he loaned himself $24,961. Mitchell reported a year-to-date fundraising figure of $25,431, followed by Baxter with $2,345.
Regarding expenditures, the three sheriff candidates spent the following: Mitchell, $15,888.91 for the reporting period, $18,046.17 year-to-date; Rivero, $14,575.52 for the reporting period, $16,795.81 year-to-date; and Baxter, $503.77 for the reporting period, $577.98 year-to-date.
Reports for the District 2 and 3 supervisorial races, and the county superintendent of schools will be published later this week.
The candidates will be required to file a late report, for the period covering May 23 through June 7.
Details of the district attorney and sheriff race financials are listed below.
DISTRICT ATTORNEY
Don Anderson
Total contributions received this period: $10,344.78
Monetary contributions: $9,304.78
Nonmonetary contributions: $1,040
Itemized contributions: $8,756
Unitemized contributions: $480.78
Loans: $0
Expenditures: $11,220.92
Itemized expenditures: $10,028.92
Beginning cash balance: $1,591
Total cash ending balance: $714.86
Outstanding debts: $0
Total contributions received year-to-date: $11,004.78
Total loans received year-to-date: $0
Total expenditures year-to-date: $11,360.60
Itemized contributions: $8,756
Paul Swanson, Kelseyville, attorney, $1,375
Barbara Galvan, Cobb, retired, $175
Lake County Auto Financing Inc., Lakeport, business auto financing, $500
Comprehensive Support Systems, Clearlake Park, business support, $500
Richard Knox, Ukiah, attorney, $100
Lucinda A. Brozynski, Kelseyville, Lake County deputy assessor clerk, $100
Services Employees International Union, Sacramento, employees union, $100
Perry, Johnson & Anderson et. al, Santa Rosa, attorneys at law, $250
Surface Art Engineering Inc., San Jose, art engineering service, $2,000
Theresa Sanders, Middletown, manager of Middletown Times Star, $174
Ruth Porter, Kelseyville, housewife, $125
RH (Ron) Henning, Kelseyville, retired, $200
Rob Gambill, Lakeport, self-employed, Mendo-Lake Health Care, $125
Dan Walsh, Kelseyville, self employed plumber, Valentine Plumbing, $125
Beck Law Inc., Santa Rosa, law office, $125
William Feeney, Lakeport, attorney, $200
Cheryl Pick, Kelseyville, self-employed accountant, First Pick Accounting, $100
Ruth Porter, Kelseyville, housewife, $57 (year-to-date: $182)
Wayne and Colleen Chatoff, Glenhaven, self-employed, Chatoff Realty, $185
Leilani Kohlruss, Clearlake, homemaker, $220
Vern Huggins, Kelseyville, Lake County deputy sheriff, $125
LR Russ Addiss, Kelseyville, self-employed accountant, Russ Addiss Accounting, $125 (year-to-date: $625)
Mel W. Williams Co., Lakeport, Mel's Bail Bonds, $125
Gary Muench, Lakeport, retired, $125
Tim Valentine, Clearlake Oaks, self-employed plumber, Valentine Plumbing, $140
Lauren Snider, Lakeport, self-employed automotive repair, S&K Auto, $245
Tibor Major, Lakeport, attorney, $125
Maria Messimer, Kelseyville, self-employed insurance sales, Farmers Insurance, $285
Olga Martin Steele, Clearlake Oaks, retired, $125
Donald Anderson, Lakeport, attorney and district attorney candidate, $600
Nonmonetary contributions: $1,040
Donald Anderson, Lakeport, attorney and district attorney candidate, $1,040 (auction items and supplies for silent auction and fundraiser)
Itemized expenditures: $10,028.92
Perfect Printers, Clearlake, stencils for signs, lawn signs and brochures, $3,998.09
Lake County Record-Bee, Lakeport, newspaper advertising, $235
California Voters Guide, Lakeport, voters guide inclusion information, $450
Advantage Marketing, Santa Rosa, direct mailers, $3,681
Sysco Food Services, Fremont, food for Blue Lakes fundraiser, $985.65
Tuscan Village Deli, Lower Lake, food for Tuscan Village fundraiser, $291.48
Olga Martin Steele, Clearlake Oaks, wine for Tuscan Village fundraiser, $120
Lake County Registrar of Voters, Lakeport, election office, $267.70
Jon Hopkins
Total contributions received this period: $6,403
Monetary contributions:$4,283
Nonmonetary contributions: $1,120
Itemized contributions: $3,050
Unitemized contributions: $1,233
Loans: $1,000 (all from self)
Expenditures: $9,060.60
Itemized expenditures: $7,905.17
Beginning cash balance: $3,636.17
Total cash ending balance: $978.57
Outstanding debts: $0
Total contributions received year-to-date: $11,722
Total loans received year-to-date: $2,000 (all from self)
Total expenditures year-to-date: $10,943.43
Itemized contributions: $3,050
Anthony Marchese, Lucerne, retired, $100
Jeanette Bartley, Lakeport, owner/president of Bob Bartley Pump Inc., $100
Monica Rosenthal, Middletown, self-employed, Rosenthal Vineyard, $100
Thomas Reed, Hackettstown, NJ, assistant prosecutor, county of Sussex, NJ, $250
James Hermann, Kelseyville, retired, $100
Robert Chalk, Kelseyville, retired, self-employed, Lakeside TV and Appliance, $200
James Bargetto, Soquel, financial advisor, Morgan Stanley Smith Barney, $100
Carole Becker, Lakeport, vice president and operations manager, Airport Auto Brokers, $100
Tracy Davis, Lakeport, legal secretary, county of Lake, $100
Jon Ballesteros, Kelseyville, public affairs, LS9 Inc., $200
G. David Genochio, San Jose, assistant district attorney, county of Santa Cruz, $250
Bob Wall, Nice, self-employed, BJ Wall's RV Park, $100
Bruno's Property Management, Lakeport, property management company, $100
Ted Mandrones, Lakeport, manager, Piedmont Lumber, $100
Frances Montgomery, Lakeport, owner, North Shore Sentry, $100
Kelly Ilnicki, Redwood City, housewife, $500
Mary Harry, Lucerne, retired, $100
George Speake, Kelseyville, retired, $200
Walter Cox, Lakeport, sales representative, CSAA, $100
Re-elect Bonnie Dumanis 2010, Encinitas, $150
Nonmonetary contributions: $1,120
Wildhurst Vineyards, Kelseyville, wine, $200
Amanda Beyer, Lakeport, owner, Kelsey Creek Coffee Co., auction items, $230
Geraldine Groody, Kelseyville, graphic designer, Groody River Media, Web site maintenance, $550
Leslie Levitas, Lakeport, analyst, San Francisco Sheriff's Office, auction items, $60 (year-to-date: $110)
Unitemized: $80
Itemized expenditures: $7,905.17
Pak N' Mail, Lakeport, campaign literature, $1,346.07
Lake County Registrar of Voters, Lakeport, voter registration information, $266.49
Econoline Signs, signs, $908.96
Auto Zip Mail Services/USPS, Ukiah, postage, processing and handling mailer, $5,258.65
Lake County News, Lucerne, Internet advertising, $125
Douglas Rhoades
Total contributions received this period: $7,616
Monetary contributions: $4,338
Nonmonetary contributions: $3,278
Itemized contributions: $3,365
Unitemized contributions: $973
Loans: $0
Expenditures: $3,552
Itemized expenditures: $3,552
Beginning cash balance: $1,314.17
Total cash ending balance: $2,100.17
Outstanding debts: $0
Total contributions received year-to-date: $9,066
Total loans received year-to-date: $0
Total expenditures year-to-date: $3,687.83
Itemized contributions: $3,365
Laurel Groshong, Lakeport, retired state administrator, $25 (year-to-date: $275)
Nancy Rhoades, Lakeport, educator, Lake County Office of Education, $390 (year-to-date: $890)
Ron Green, Lower Lake, attorney, $50 (year-to-date: $150)
Mitchell Hauptman, Lakeport, attorney, $50 (year-to-date: $250)
Bill Wolfe, Kelseyville, retired tire salesman, $0 (year-to-date: $100)
Quinn Law Office, Lower Lake, Quinn Law Offices, $0 (year-to-date: $100)
Douglas Rhoades, Kelseyville, attorney and district attorney candidate, $1,500
Lake County Democratic Club, Clearlake Oaks, recipient committee, $200
Stephen Carter, Lower Lake, attorney, $500
Thomas Slaight, Cobb, retired, $100
Lowell Grant, Lakeport, Realtor, $100
Dana Kearney, Kelseyville, pharmacy tech, $150
Lake County Democratic Central Committee, Clearlake Oaks, recipient committee, $200
Jim Herrman, Kelseyville, retired PG&E employee, $100
Nonmonetary contributions: $3,278
Douglas Rhoades, Kelseyville, attorney and district attorney candidate, campaign signs, $2,212
Douglas Rhoades, Kelseyville, attorney and district attorney candidate, newspaper and balloon advertising, $746
Wildhurst Vineyards, Kelseyville, vineyard and wine store, one case premium wine for fundraiser, $220
Joey Luiz, Clearlake, wine salesman, six bottles of Shannon Ridge wine, $100
Itemized expenditures: $3,552
Lake County News, Lucerne, three months Internet advertising, $375
Lake County Registrar of Voters, Lakeport, countywide voter file with five history election, $266
American Button Machine, Plano, Texas, political button machine, $390
Lee's Sporting Goods, Lakeport, four banners, $326
Diane Davis, Lakeport, campaign Web site development, $165
Linnell Printing, Kelseyville, 5,000 brochures, layout and typesetting, $790
Victory Shore Administration, Davenport, Iowa, 14 4x8 full color plastic signs, $849
Saw Shop Gallery Bistro, Kelseyville, fundraiser on May 1, $391
SHERIFF
Jack Baxter
Total contributions received this period: $695
Monetary contributions: $300
Nonmonetary contributions: $395
Itemized contributions: $300
Unitemized contributions: $0
Loans: $0
Expenditures: $503.77
Itemized expenditures: $463.77
Beginning cash balance: $1,650
Total cash ending balance: $1,446.23
Outstanding debts: $0
Total contributions received year-to-date: $2,345
Total loans received year-to-date: $0
Total expenditures year-to-date: $577.98
Itemized contributions: $300
Mike Watson, Valencia, retired, $100
Hall Family Trust (Robert Hall), Los Gatos, retired, $100
Keith Kalm, Rancho Santa Margarita, retired, $100
Nonmonetary contributions: $395
Frank Taylor, Clearlake Oaks, editor/owner, The Outlook, media advertising, $395
Itemized expenditures: $463.77
Linnell Printing, Kelseyville, campaign literature, $204.60
Vista Print, Oakland, campaign paraphernalia, $157.48
Polestar Computers, Kelseyville, office expenses, $101.69
Rodney Mitchell
Total contributions received this period: $23,782
Monetary contributions: $23,782
Nonmonetary contributions: $0
Itemized contributions: $19,450
Unitemized contributions: $4,332
Loans: $0
Expenditures: $15,888.91
Itemized expenditures: $15,605.94
Beginning cash balance: $3,517.17
Total cash ending balance: $11,510.26
Outstanding debts: $0
Total contributions received year-to-date: $25,431
Total loans received year-to-date: $0
Total expenditures year-to-date: $18,046.17
Itemized contributions: $19,450
David and Marilyn Waldschmitt, Lakeport, self-employed vineyard owner, $100
William Forbes, Lakeport, retired, $100
Terry Fries, Kelseyville, self-employed, Fries & Fries Consulting, $100 (year-to-date: $600)
Helen Behn, Middletown, retired, $200
William Kearney, Kelseyville, self-employed, Northlake Pharmacy, $200
Linda Anton, Lakeport, retired, $100
Calvin and Irene McCarley, Lower Lake, retired, $100
Jeffrey Carlton, Kelseyville, registered nurse, St. Helena Hospital Clearlake, $50 (year-to-date: $100)
Ted Mandrones, Lakeport, manager, Piedmont Lumber, $100
Roland and Nell Shaul, Kelseyville, retired, $200
Richard Seiler, Lakeport, retired, $100
Jeanette Bartley, Lakeport, self-employed, Bartley Pumps, $100
Jack Parker, Lower Lake, self-employed, Parker Plastics, $500
Michael Zimmerer, Kelseyville, self-employed, Big Valley Storage, $200
Bob Borghesani, Kelseyville, self-employed, Kelseyville Lumber, $100
Anthony Marchese, Lucerne, retired, $100
Toni Scully, Lakeport, self-employed, Scully Packing, $100
Jed Steele, Kelseyville, self-employed, Steele Winery, $100
Brandt Peterson, Clearlake Oaks, real estate broker, Coldwell Banker, $100
Richard Kuehn, Lucerne, self-employed, Copper Cross Vineyards, $250
Clay and Margarita Shannon, Clearlake Oaks, self-employed, Shannon Ridge Winery, $250
Lawrence and Carolyn Boardman, Finley, Pacific Gas & Electric, $500
Thomas Hewlett, DDS, Clearlake, self-employed, Hewlett Dentistry, $200
Richard Gorman, Clearlake Oaks, retired, $200
Carol Bise, Lakeport, registered nurse, Sutter Lakeside Hospital, $250
Monty and Nicky Tavares, Upper Lake, self-employed, Drift Inn RV Resort, $250
Ken and Joann Avila, Kelseyville, retired, $100
Craig Flynn, Cotati, self-employed, Windsor One, $2,500
Roger Sciutto, Hidden Valley Lake, investigator, county of Sonoma, $100
Austin Tavares, Upper Lake, self-employed, Drift Inn RV Resort, $100
Gregory Scott, Lakeport, retired, $100
Allen and Donna Thomas, Lakeport, retired, $100
Dennis and Ruth Darling, Lakeport, self-employed, Foods Etc., $100
Ron Minudri, Middletown, self-employed, Minudri Insurance, $100
Wolfgang Schug, Lakeport, physician, St. Helena Hospital Clearlake, $100
Robert Jordan, Kelseyville, retired, $200
Gerry Mills, Lakeport, retired, $200
Tom Marshall, Hidden Valley Lake, retired, $100
Andreas Juon, Clearlake, retired, $200
William and Victoria Myer, Kelseyville, self-employed, Piedmont Lumber, $300
William Gordon, Hidden Valley Lake, self-employed, Gordon Construction, $10,000
William T. Fithian, MD, Monterey, self-employed, $500
EA James and Francesca Peretti, Lucerne, retired, $100
Itemized expenditures: $15,605.94
United States Postal Service, Lakeport, first-class postage stamps, $264
Signs on the Cheap, Austin, Texas, signs, $1,880.22
Lake County News, online advertising, $500
Next Day Flyers, Rancho Dominguez, campaign literature, $665.04
Political Data, Burbank, voter information, $367.59
4 Over 4, Astoria, New York, bumper decals, $539.31
Target Marketing USA, Mission Viejo, voter calls, $895
Lake County Publishing, print advertising, $3,104.23
National Wild Turkey Federation, Lower Lake, event admission, $100
Cogs Signs, Modesto, signs, $2,463.16
California Voter Guide, Torrance, slate mailer, $900
Lee's Sporting Goods, Lakeport, shirts, $135.39
Political Technologies, Sacramento, online advertising, $200
Chris Jones, Newcastle, campaign consultant, $1,000
Bicoastal Media, Lakeport, radio advertising, $592
Democratic Voter Guide, Covina, slate mailer, $500
Comcast Spotlight, San Francisco, television advertising, $1,500
Francisco Rivero
Total contributions received this period: $27,414
Monetary contributions: $4,452
Nonmonetary contributions: $500
Itemized contributions: $4,060
Unitemized contributions: $392
Loans: $22,462 (all to self)
Expenditures: $14,575.52
Itemized expenditures: $14,300.52
Beginning cash balance: $1,009.91
Total cash ending balance: $13,348.39
Outstanding debts: $24,961
Total contributions received year-to-date: $30,643.22
Total loans received year-to-date: $24,961 (all to self)
Total expenditures year-to-date: $16,795.81
Itemized contributions: $4,060
Larry Fabisch, Nice, retired, $110
Bill Newborn, Clearlake Oaks, retired, $100
Service Employees International Union, Sacramento, employees union, $500
Martin Levy, Santa Rosa, self-employed Realtor, $100
Alvina Vecellio, Hidden Valley Lake, retired, $100
Beverly Van Pelt, Clearlake Oaks, retired, $250
Big Valley Rancheria, Lakeport, Native American tribe, $1,000
Rosemary Cordova, Middletown, supervisor, Harbin, $500
Lake County Democratic Club, Clearlake Oaks, political party, $200
Thomas Slaight, Cobb, retired, $200
The Outlook, Clearlake Oaks, newspaper, $350
Carol Bettencourt, Lucerne, retired, $200
Susan Lockhart, Clearlake Oaks, retired, $250
John Condova, Albuquerque, New Mexico, public relations, $100
Wendy White, Glenhaven, retired, $100
Nonmonetary contributions: $500
Gregg Van Oss, Middletown, self-employed, computer services, $500
Itemized expenditures: $14,300.52
The Advantage, Santa Rosa, print advertising, $5,908.25
Pak N Mail, Lakeport, miscellaneous campaign paraphernalia, $478.50
Voter Information Guide, Sherman Oaks, mailers, $700
Signs on the Cheap, Austin, Texas, signs, $842.46
Mendo Mill, Clearlake, supplies for signs, $313.21
RA Hamilton, Hidden Valley Lake, banners and signs, $1,082.50
Bicoastal Media, Lakeport, advertising, $2,316
Lake County Record-Bee, Lakeport, advertising, $1,680
El Grande Inn, Clearlake, rent for use of room, $100
Perfect Printers, Clearlake, campaign buttons, $581.81
Lake County Registrar of Voters, Lakeport, voter information CD, $297.79
E-mail Elizabeth Larson at
LAKEPORT – D-Day veterans will gather to remember their experiences at the Normandy invasion during a special ceremony planned for Sunday, June 6, at the Pearl Harbor Survivors' memorial flag mast in Lakeport's Library Park.
The commemoration will begin at 11 a.m.
D-Day is a military term used to designate the date of the launching of an attack or operation.
The term is attached to June 6, 1944, because that was the date of World War II’s most famous D-Day, the largest invasion by sea in history. The code name for the operation that launched the invasion was “Operation Overlord.”
This year marks the 66th anniversary of the historic invasion of Normandy. Western Allied forces advanced on the beaches of Normandy, France from across the English Channel by sea and by air to liberate mainland Europe from Nazi control.
The ceremony honors D-Day veterans from around Lake County and beyond. Please bring information to share of love ones who participated in the invasion.
Guest speakers will be Bill Brunetti and Ronnie Bogner.
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LAKE COUNTY – The Old West lives on in Lake County with the return of two annual western-themed events, Wild West Day in Upper Lake on June 5, and Middletown Days, in Middletown on June 18, 19, and 20, where families can enjoy a ranch rodeo, live music, parades, wagon rides, Old West skits, and much more.
The 17th-annual Wild West Day, held in downtown Upper Lake from 7 a.m. to 5 p.m. Saturday, June 5, is a Western-themed street festival and wearing costume is encouraged.
With Old West skits, a parade, pancake breakfast, tri-tip barbecue, wagon rides and country music, Wild West Day is a family-friendly event and all ages can enter contests for best beard, bonnet and costume.
Established in 1854, the town of Upper Lake once was a former stagecoach stop along the route from Sacramento to Mendocino and today features the restored Tallman Hotel, which is listed on the California Register of Historic Resources as a Point of Historical Interest, a re-created Blue Wing Saloon & Café next door, and a former livery that is now home to an antique plumbing business.
Also along Upper Lake’s Main Street, visitors will find a local wine tasting bar, antiques, and collectibles from all over the world, local crafts, and fine art from throughout Northern California, as well as household necessities, pet care items, gifts, and home décor.
Wild West Day in Upper Lake is sponsored by the Upper Lake Community Council for community projects and the Northshore Fire Protection District. Admission is free. For information call 707-275-2000 or visit www.upperlakeca.org.
On June 18, 19 and 20, Middletown Days, a tradition for 49 years, returns for three days of family fun and features a ranch rodeo, live music, craft and food booths, children’s activities and more.
Friday features team roping in the evening and Saturday begins with a parade at 10 a.m. and ends with a dance at 8:30 p.m. Sunday features the gymkhana.
Established in 1870, Middletown, midway between Lower Lake and Calistoga, is surrounded by outlying ranches, vineyards and The Geysers, the largest geothermal energy source in the world.
Middletown balances Old West charm and forward-thinking businesses with a vision for a sustainable world, including Harbin Hot Springs, one of the oldest operating hot springs resorts in California, Hardester’s Market, Boar’s Breath Restaurant, and more.
Middletown Days is held at Middletown Central Park, 15299 Central Park Road. Admission is free; small fee for dance on Saturday night. Team roping on Friday begins at 5 p.m. Parade on Saturday begins at 10 a.m. and gymkhana at 9:00 a.m. on Sunday. Call 707-994-1954 for information.
For information about guided trail rides, the 81st-annual Lake County Rodeo on July 10 and 11, and other equestrian activities, contact the Lake County Visitor Information Center at 800-525-3743 or visit www.lakecounty.com.
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Leaving assets out of trust may result in an otherwise avoidable probate, so undoing one of the main advantages of having a living trust.
For married persons and registered domestic partners, transferring assets into their trust entails the additional requirement that the existing community and/or separate property character of the assets be preserved as such.
How assets are transferred varies with the asset in question. The following discussion is a glimpse into how assets are transferred under United States laws. Some asset transfers require the assistance of professionals (e.g., attorneys, brokers, transfer agents, etc.).
Real estate is transferred by means of a notarized trust transfer deed that names the trustee(s) as the grantee (owner). Also, the county’s preliminary change of ownership report (PCOR) is completed and submitted with the deed. This does not trigger a change in assessed value.
Personal property (such as furniture, furnishings, jewelry, etc.) is transferred by means of a general assignment granting ownership to the trustee(s). Except in limited circumstances, no title documents are involved, but any insurance on valuables (e.g., jewelry) should list the trustee as an insured party.
Financial accounts are retitled in the name of the trustee. This sometimes may require a new signature card with each bank. Also, it may sometimes result in a new account being created, depending on the financial institution.
Stocks and bonds must also be transferred into the trust. If securities are held in the “old-fashioned” certificate form, then these certificates must be surrendered to receive newly titled certificates in the name of the trustee(s). This involves the services of a stock broker and/or an authorized transfer agent. Otherwise, for securities held in account form, just provide letters of instruction and/or complete the company’s paper work, as required by the financial institution.
Promissory notes (IOUs) owned by the settler of the trust should be transferred by means of an assignment of note, and the original note endorsed by the settler over to the trustee. The borrower should be notified in writing to make all future payments to the trustee, as such.
Debts secured by deeds of trusts (or mortgages), recorded against real estate, entail both an assignment of the promissory note and its related deed of trust. Like a trust transfer deed, a newly notarized deed of trust naming the trustee as the grantee is recorded with the county, together with a PCOR.
With respect to business interests in domestic (not foreign) legal entities (e.g., partnerships, corporations, LLC’s), the membership interest must be reissued in the name of the trustee. This entails an assignment as well as working with the general partner or the secretary of the corporation (or LLC) as the case may be, to have the entity recognize the trustee as the new owner.
Documents required by the Secretary of State (in the state where the legal entity was created), by the IRS and tax authorities, must also be completed.
In conclusion, funding a trust is an ongoing process. As assets are sold and new assets acquired the appropriate steps in transferring assets must be taken.
Dennis A. Fordham, attorney (LL.M. tax studies), is a State Bar Certified Specialist in Estate Planning, Probate and Trust Law. His office is at 55 1st St., Lakeport, California. Dennis can be reached by e-mail at
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