David Tate – David Tate, Esq.


San Francisco, California, United States

  • (415) 613-9713

New California Case - Trustee Cannot Condition Distribution on a Release, Bellows v. Bellows

New California case summary--a trustee cannot condition a distribution on the beneficiary providing a release or waiver of liability…more
| Business Torts, Family Law, Nonprofit Law, Wills, Trusts, & Estate Planning

New California Estate-Trust Case Recovery Of Attorneys' Fees After Settlement Martinez v. LA Metro Trans

New California estate-trust case summary regarding the recovery of attorneys' fees after a statutory section 998 settlement offer, Martinez v. LA Metro Transportation…more
| Professional Malpractice, Wills, Trusts, & Estate Planning

COMMENTS ABOUT SEC V. THOR INDUSTRIES: THE ALLEGATIONS AND THE REMEDIES DAVID TATE ESQ 06092011

A summary and discussion about SEC v. Thor Industries, including the allegations, the remedies, who did or did not do what, and improvements that could be made by the SEC and in governance and risk…more
| Business Organizations, Business Torts, Commercial Law & Contracts, Professional Malpractice, Securities Law

Nonprofit Board Standard of Care, Risk Management, and Audit Committee Responsibilities Updated 05/19/2011

A detailed paper updated May 19, 2011 discussing nonprofit board standard of care, risk management, and audit committee responsbilities, including the California Nonprofit Integrity Act…more
| Business Organizations, Business Torts, Nonprofit Law, Professional Malpractice, Wills, Trusts, & Estate Planning

D&O, GRC and Accountant Update 8.28.10

D&O, GRC and Accountant Update 8.28.10, the new SEC proxy access rules, and links to articles of interest. Dave Tate, Esq. http://davidtate.us…more
| Business Organizations, Business Torts, Professional Malpractice, Securities Law

D&O, Governance, Risk, Compliance and Accountant Update 8.20.10

D&O, Governance, Risk, Compliance (GRC) and Accountant Update 8/20/10…more
| Business Organizations, Business Torts, Professional Malpractice, Securities Law

Audit Committee Annual Self Evaluation Form

Audit committee annual self evaluation form in Adobe allowing for information input…more
| Business Organizations, Business Torts, Insurance, Professional Malpractice, Securities Law

Audit Committee Agenda April 1, 2009

Audit Committee Agenda updated April 1, 2009…more
| Business Organizations, Business Torts, Insurance, Professional Malpractice, Securities Law

Estate of Thomas C Bowles (California trust litigation)

California trust litigation involving breach of fiduciary duty assisted by a third party…more
| Wills, Trusts, & Estate Planning

Audit Committee Responsibilities & Risk Management

Public and private company audit committee responsibilities and risk management…more
| Business Organizations, Business Torts, Commercial Law & Contracts, Professional Malpractice, Securities Law

The Little Paper About Nonprofit Audit Committees

A paper discussing nonprofit audit committee functions and responsibilities…more
| Business Organizations, Business Torts, Commercial Law & Contracts, Professional Malpractice, Securities Law

Governance Lessons Learned From SEC v. Con-way, Inc.

Governance lessons learned from SEC v. Con-way, Inc…more
| Business Organizations, Business Torts, Commercial Law & Contracts, Professional Malpractice, Securities Law

D&O Insurance Coverge

D&O insurance coverage overview…more
| Insurance

Comments about New Century's Examiner's Report regarding the Audit Committee and Internal Audit

Comments about New Century's Examiner's Report regarding the Audit Committee and Internal Audit…more
| Business Organizations, Professional Malpractice, Securities Law
Areas of Practice
  • Alternative Dispute Resolution (ADR)
  • Appellate Practice
  • Business Organizations
  • Business Torts
  • Class Action
  • Commercial Law & Contracts
  • Environmental Law
  • Finance & Banking
  • Government
  • Health
  • Insurance
  • Intellectual Property
  • Labor & Employment Law
  • Litigation
  • Personal Injury
  • Products Liability
  • Professional Malpractice
  • Securities Law
  • Toxic Torts
  • Wills, Trusts, & Estate Planning
See more
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