Keystone Law - February 2020

Now is the time of year when, arguably, the last of the holiday movies gets aired on TV. The 1993 comedy“Groundhog Day”features Bill Murray stuck repeating the titular holiday in a seemingly endless loop that only he is aware of. Hilarity ensues as he struggles with the monotony of reliving the same events day in and day out. However, our firm experiences a less magical version of this endless loop— and it’s no laughing matter. For as long as I’ve been an estate planner, I’ve seen other professionals inmy field doing the same old practice the same old way. They refuse to adapt their methods to the times and consistently fail to properly educate their clients on the essentials of keeping their last wishes secure. This isn’t a far-off phenomenon I observe at a distance either; the real work begins when our firm is brought on to correct these mistakes. The principal failure I see my peers committing is their support for the age-old fallacy that an estate plan is only a one-time commitment. Whether they actively support this myth or simply fail to dispel it for their clients is irrelevant, because the end result is always the same: People end up leaving their wills and/or trusts to gather dust over decades without any revisions or oversight. This in turn leads to confusion and heartache, as these documents prove out of touch with reality when the time comes to execute them. Wills and trusts aren’t“one-and-done”plans. They are intended to be living documents that grow and change along with you and your family. After all, the beneficiaries you’d name today might not be the same ones you’d name 20 years from now. Some loved ones may pass away, others may be born, and countless other unpredictable life events can shape your wishes throughout the decades. Having regular check-ins with your estate planner is the best way tomake sure these twists and turns of life are accounted for in your final wishes. Trust Matters FEBRUARY 2020

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Estate Groundhog Day The Mistake With Wills and Trusts That Happens Again And Again

From litigation like this, to sorting out tangled probate disputes caused by out-of-date plans, our firm often finds ourselves picking up the pieces of irresponsible estate planners. So how do we break the cycle?Well, we take a cue from “Groundhog Day.” Toward the end of the movie, Murray learns to combat the monotony and despair of reliving the same day by trying to do as much good in that day as possible. He uses his knowledge and familiarity to prevent catastrophe and make the lives of those around him brighter. We strive to do the same: using our expertise to keep yesterday’s mistakes from being made

But sadly, an out-of-date plan isn’t the worst consequence of letting an estate plan languish. You see, there are others outside this industry that are well aware of the“Groundhog Day”loop of people failing to update their plans. And just like Murray’s character in the middle arc of the film, these unscrupulous individuals abuse this awareness for their own gain. individuals that haven’t thought about their estate plan in years. These interlopers eventually convince their mark to let them“help”update their will, adding themselves as beneficiaries in the process. These sorts of devastating scams can be avoided simply by havingmore regular check- ins with your estate planner. When we have an up-to-date relationship with you, it’s far easier to spot when these third parties are trying tomuscle in on the legacy you’ve built for your loved ones. At the time of writing, our firm is litigating one such case of this estate plan manipulation. The wronged party wasn’t our client initially, but we were more than happy to take on the case to defend the rights of their loved ones. We see it all the time.“Kind”neighbors and “concerned”friends that take advantage of elderly

today. Seeing the relief this brings to families is an experience worth repeating.

-Francisco

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Meet Conan THE DOG WHO HELPED TAKE DOWN AL-BAGHDADI

“To me, they’re the first line of defense,” United States War Dogs Association President Ron Aiello told Vox after the news about Conan came out. “They’re such a great asset to our military today.” Military dogs are put up for adoption after 6–8 years in the service, which means a lucky civilian could take Conan in as early as 2022! Meanwhile, dozens of other smart canine heroes are looking for homes. To learn more about military and other working dog adoptions, visit MissionK9Rescue.org.

In college, arriving late to class might earn you a stern look from your professor, and turning in homework late normally results in a docked grade. For one student, however, these actions resulted in veneration from the academic community and a story that has become legend. George Dantzig, a doctoral candidate at the University of California, Berkeley, arrived late for a graduate statistics class one day in 1939. He saw that his professor, Jerzy Neyman, had written two problems on the board, and guessing they were the homework assignment, he wrote them down to solve later. A few days later, Dantzig delivered his answers to Professor Neyman. He apologized for turning them in late, remarking that they seemed more difficult than usual. When Neyman told him to just throw the answers on his desk, Dantzig reluctantly did so, fearing his homework would be lost forever in the sea of papers already there. He couldn’t have been more wrong. Six weeks later, Neyman went to Dantzig’s house and excitedly asked him to read the introduction he had written on one of Dantzig’s papers. Of course, Dantzig had no idea what he was talking about. Over the course of the conversation, however, he found out that the two difficult problems he had thought were homework were actually examples of famous unsolved statistical proofs — and Dantzig had solved them! On Oct. 28 last year, President Donald Trump tweeted a photo that quickly went viral. It showed an adorable snapshot of a bright-eyed Belgian Malinois, tongue lolling, still wearing its camo military vest. In the caption, President Trump explained that the pup, Conan, was a national hero who was instrumental in taking down ISIS leader Abu Bakr al-Baghdadi. With four years in special operations forces and roughly 50 missions under his collar, Conan was selected to be part of the team that pursued al-Baghdadi through a network of underground tunnels in northwest Syria, where the terrorist ultimately died. It’s unclear whether Conan was there to track al-Baghdadi or to spot improvised explosive devices that may have been planted on the route, but either way, he performed well. According to NBC News, Conan was injured by some live electrical cables during the mission, but he recovered quickly and was back on duty within the week. Meanwhile, President Trump invited the brave pup to the White House and tweeted out a doctored photo that showed him awarding Conan a Medal of Honor. President Trump captioned the photo “AMERICAN HERO!” and he’s not alone in his appreciation for the hardworking dogs that have been helping our military since WorldWar II.

Solving the Unsolvable THE BEST CONSEQUENCE EVER FOR ARRIVING LATE TO CLASS

Neyman published the first of the two proofs soon after. Then, a year later when Dantzig was struggling to decide on his doctoral thesis topic, his professor just shrugged and told him to wrap the two problems in a binder. Neyman said he would accept them as his thesis. Dantzig’s story has been retold in various versions over the years often as an illustration of what a person is capable of when they think positively. After all, Dantzig may not have solved these proofs if he believed they were “unsolvable!” However, even though some versions might lean more toward urban legend, it’s still an impressive story of the best consequence a student ever received for arriving to class and turning in homework late.

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TAKE A BREAK

FROM ZERO TO 300 Meet the Women Who Pioneered Motor Sports

While Danica Patrick and Courtney Force are well known as modern faces in motor sports, they’re far from the first women to cross the finish line. Since the early 1900s, women have been a constant fixture of automotive racing, including the following three who each left their marks on the sport.

SHIRLEY MULDOWNEY Shirley Muldowney is professionally known in the drag racing community as “The First Lady of Drag Racing.” In 1973, she was the first woman to earn a Top Fuel license from the National Hot Rod Association (NHRA) and, despite backlash from competitors, went on to win the NHRA Mello Yello Drag Racing Series an unprecedented

three times. Twentieth Century Fox documented her trials and accomplishments in the 1983 biopic

“Heart Like a Wheel.”Muldowney famously loathed her own characterization but still lauded the film as required viewing for anyone interested in the sport of drag racing. JANET GUTHRIE Janet Guthrie had her sights set on the stars from day one. A skilled aerospace engineer, she began her racing career in 1963. After taking home two class wins in the famed 12 Hours of Sebring endurance race, Guthrie became a well-known figure among racing gurus. In 1976, she became the first woman to compete in the NASCAR Cup Series when she finished 15th in the Coca-Cola 600, then called theWorld 600. To date, Guthrie’s storied career has landed her in the International Women’s Sports Hall of Fame, the International Motorsports Hall of Fame, and the Automotive Hall of Fame. DOROTHY LEVITT Dorothy Levitt is known for her driving skills on both land and water, setting the first water speed record and an early women’s world land speed record. Her motor racing career started slow in 1904 due to illness and various car troubles, but Levitt eventually went on to garner a reputation for her speed and earn the nickname “The Fastest Girl on Earth.”When she wasn’t racing, she spent her time writing. In her book “The Woman and the Car,” Levitt recommended that women carry a small mirror with them for driving in traffic, effectively inventing the rearview mirror five years before it went into production. If you want to learn more about these women and others in motor racing, pick up Todd McCarthy’s book “Fast Women: The Legendary Ladies of Racing.”

EASY SHRIMP SCAMPI

Make date night simple with this easy shrimp scampi recipe.

Ingredients

1/2 tsp oregano

4 tbsp butter

1/2 cup dry white wine

4 tbsp olive oil

1/4 cup lemon juice

1 tbsp minced garlic

8 oz cooked linguine

1 lb shrimp, peeled and deveined

1/4 cup parsley

Directions

1. In a skillet over medium heat, melt 2 tbsp of butter with 2 tbsp of olive oil. Add garlic and cook for 2 minutes. 2. Add shrimp and oregano, stirring frequently until shrimp is pink. Remove shrimp from skillet. 3. Add wine and lemon juice to skillet and bring the mixture to a boil. 4. Stir in remaining butter and olive oil and cook until butter is melted. 5. Add cooked shrimp to skillet and cook for 1 minute, stirring occasionally. 6. In a serving bowl, top cooked linguine with shrimp mixture. Garnish with parsley and serve. Inspired by The Blond Cook

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INSIDE THIS ISSUE

1

A Repetitive Estate Planning Problem

Meet the Dog Who Helped Take Down al-Baghdadi The World’s Hardest Homework Assignment

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Easy Shrimp Scampi Fearless Women Who Pioneered Motor Sports

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A Slippery Crime

STEALING MISS HELEN ‘OCEAN’S 3’ ATTEMPT A HIGH-STAKES HEIST

The Animal Welfare Act, which was adopted in 1966, is the only federal law that regulates the treatment of animals in research, exhibition, transport, and by dealers. Interestingly, it only applies to warm-blooded animals, so if Miss Helen had needed further protection, she would be left out in the cold.

The aquarium staff was grateful to have Miss Helen back unharmed, despite her ordeal. “She’s a tough little horn shark, I’ll tell you that,” affirmed Jamie Shank, the assistant husbandry director at the aquarium. NO MINOR CRIME While many animal lovers might disagree, animals are considered personal property, so stealing them is a crime of theft, not kidnapping. The penalties for stealing animals vary depending on each state’s laws, and some states have specific laws regarding animal theft. In Texas, larceny law designates the theft of property valued between $1,500–$20,000 as a felony. In the case of Miss Helen, who’s valued by the aquarium at $2,000, the thieves committed a felony. Also, transporting certain animals requires special permits, which led to additional charges against the three thieves.

On a hot summer day in late July 2018, three people entered Miss Helen’s home, forcibly removed her, put her in a stroller, and ran toward their getaway vehicle. This might sound like a typical kidnapping story, but Miss Helen is no ordinary person. She is a 16-inch horn shark living at the San Antonio Aquarium. Fortunately, their fishy behavior didn’t go unnoticed, and someone alerted the aquarium staff. One perpetrator drove away with Miss Helen in tow, but the other two were stopped by aquarium staff, later confessing to their involvement. Thanks to some observant witnesses and aquarium surveillance, police were able to identify the third thief and obtain a warrant to search his house. As it turned out, he had an extensive aquarium in his home and possibly hoped to add Miss Helen to his collection. After being identified, Miss Helen was returned home safely.

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