New Year’s Resolution: Maintain Corporate Compliance
For many, it’s not uncommon for a New Year’s resolution to last several days before it falls by…
California Transfer on Death Deeds: The Good, the Bad and the Ugly
Sarah Spenless is an elderly widow with just one asset holding value: her home, which is worth $500,000.…
New Medi-Cal Estate Recovery Law: Another great reason for a revocable living trust
California’s current Medi-Cal recovery rules are primed for a big change. Governor Jerry Brown has signed into law…
Is An Attorney Necessary For Trust Administration If Everyone Agrees?
It is common for people to feel that if they have a revocable living trust, they will not…
Charitable Giving Through Prepared Trusts
You Can’t Take it With You (But you can control its course) Bill Gates famously noted that philanthropy…
Trust Beneficiary Basics
How Do I Know If I Am a Trust Beneficiary? You are a trust beneficiary when you are…
Implications of New Leadership in the White House
Regardless of the outcome of this election, we can be certain that the future of estate taxes is…
New Proposed Regulations Under Code §2704
On August 4, the Treasury Department issued long-awaited Proposed Regulations on valuation discounts for family-owned businesses under §2704…
Why Do I Need an Attorney to Draft an Operating Agreement?
The first rule of any new business is to maximize profits while avoiding any unnecessary expenses. Unfortunately, legal…
Estate Planning after Divorce
Divorce will involve serious and important questions related to minor children, division of assets, and financial support. Often,…