The Steps Of Estate Planning Law Center
Q: what is declared abount estate planning law center in united states?
A: 1. The information contained herein is based on my personal knowledge and if called upon. I could and would testify thereto. 2. Currently I hold an executive staff position for Church of Scientology International. Prior to October 1981 I held the staff position of Investments Officer International for Church of Scientology of California ("CSC"). In October of 1981 I left this position and joined a special project consisting of Norman Starkey, Terri Gamboa and Ron Pook that had been formed for the purpose of investigating and resolving various business and litigation matters affecting L. Ron Hubbard. My particular assignment was to work out Mr. Hubbard's estate plan and to structure an agency relationship with responsibility for handling some of his literary, financial and other temporal affairs. In this capacity I was employed and paid by Mr. Hubbard. 3. At the time I started on my assignment Mr. Starkey told me that several CSC staff personnel and outside attorneys had participated in a project called the "Mission Corporate Category Sort-out" ("MCCS") previously and had made several proposals for restructuring CSC that had a bearing on Mr. Hubbard's interests and relationships with the churches of Scientology. However, I was told that the MCCS project was a failure and that I should start out with a fresh viewpoint and not pay any attention to nor utilize this previous work. 4. Soon after I began work on this new project Mr. Hubbard communicated to me concerning his wishes with respect to his estate planning. He instructed that he wanted his estate to be used to preserve the Scriptural materials of Dianetics and Scientology against any cataclysm so that it could be practiced by all future generations of mankind. He also instructed that I was to work out a disposition of his interests in the Scientology religious marks, the Scientology Advanced Technology and copyrights to the Scientology Scriptures that would ensure that these properties would forever be dedicated to the Scientology religion itself. 6. During this project I worked closely with Mr. Hubbard's personal lawyer -- Sherman Lenske, with the Los Angeles law firm Lenske, Lenske & Heller -- and with two lawyers who had been retained by the project because of their expertise in tax law -- Meade Emory and Leon Misterek, both with the Seattle law firm LeSourd & Patten. Soon after I joined the project Messrs. Emory and Misterek made the first proposal for Mr. Hubbard's estate plan, which consisted of several charitable remainder trusts. However, their proposal did not fit Mr. Hubbard's needs so I rejected it. 6. Subsequently, in early November 1981 I called a meeting at the offices of LeSourd & Patten to formulate a new proposal. The conference lasted two days and was attended by Messrs. Emory and Misterek, Mr. Lenske and myself. We were the only participants at this conference other than an occasional, short appearance by one or two associates with LeSourd & Patten. After discussing various ideas and alternative estate structures at great length, we concluded that Mr. Hubbard's testamentary desires would best be accomplished by forming two Church organizations -- one to receive Mr. Hubbard's interests in the marks and Advanced Technology of the Scientology religion and the other to serve as a perpetual archive for the Scientology Scripture and to receive the copyrights from Mr. Hubbard's estate. During this