By Eric D. MortonMost families and individuals with estate plans have a living trust. A living trust can avoid probate, maintain privacy, and provide a smooth transition of assets after death. However, one of the most common and costly mistakes in estate planning occurs after the trust documents are signed: failing to move assets into
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Adopt an Artificial Intelligence Use Policy
By Eric D. MortonArtificial intelligence tools are quickly being used in everyday business operations. Companies must decide to embrace AI responsibly or risk significant legal, financial, and reputational exposure.
Employees and contractors will use AI in their work. However, there are a myriad of dangers to that use. Businesses cannot wait to react. A company…
You Have No Legal Privilege With AI
by Eric D. Morton The law is evolving regarding the use of artificial intelligence. There are dozens of major copyright lawsuits being fought in the courts. New issues keep appearing. One is whether or not any legal privilege exists in the use by a consumer of generative AI. A recent federal decision highlights a risk…
Workplace – Know Your Rights Act is in effect
By Eric D. Morton California Employers: Don’t Overlook Your Annual Obligations Under SB 294 (Workplace – Know Your Rights Act) Effective February 1, 2026, the Workplace – Know Your Rights Act, enacted through SB 294, requires employers to provide employees with specific information about their rights under California law. This law requires employers to provide…
Keeping Your Secrets Secret: An Approach For Small Businesses
by Eric D. Morton Intellectual property (IP) is one of the most valuable—and most misunderstood—assets of a small business. In practice, many disputes arise not because owners fail to care about IP, but because they rely on bad documents, generic contracts, or incorrect assumptions about what the law actually protects. As technology, remote work, and…
Beware of Business Email Compromise
by Eric D. Morton Business Email Compromise (BEC) is a form of cyber fraud where attackers hack or spoof email accounts of companies that are doing business with each other. Fraudsters intercept invoice communications, and trick a party owing money into sending funds to fraudulent accounts. The result? Payments sent to the fraudsters (and then…
Copyright in the Age of AI: Who Owns AI-Assisted Content?
Copyright in the Age of AI: Who Owns AI-Assisted Content?By Eric D. Morton
The legal controversies surrounding artificial intelligence and copyrights are endless. Dozens of lawsuits regarding AI are pending in Federal courts, primarily in California and New York. Software, music, graphic art, and other industries are affected. For most business owners, these are remote…
Stay Safe Online: Essential Cybersecurity Practices
By Eric D. MortonThe amount of cyber fraud in today’s commercial world is shocking. I know a cyber-security attorney who works for a major financial institution. They deal with massive fraud daily. The sophistication and complexity of criminal activity is constantly changing. Furthermore, I have seen more and more targeted fraud aimed at small businesses.…
California Employers Must Provide Retirement Plan Access
By Eric D. MortonCalifornia Employers Must Provide Retirement Plan Access
As of December 31, 2025, all California employers with at least one employee must either offer their employees a qualified retirement plan or enroll their employees in the state-sponsored CalSavers program.
All private-sector employers in California who have at least one W-2 employee and do not…
Ninth Circuit Expands Personal Jurisdiction For E-Commerce
by Eric D. MortonBusinesses that have e-commerce website must take notice of a recent court decision determining whether or not they can be sued in a state other than their home state.
On April 21, 2025, an en banc panel of the Federal Ninth Circuit Court of Appeals issued a landmark 10–1 ruling in Briskin v. Shopify that markedly reshapes…