We offer the option of consultations and meetings in-person, video & phone.
For many of us during this shelter-in-place, the days are starting to blend together as we find new and creative ways to fill our time,
When someone dies with a trust, the successor trustee is required to marshal and manage the trust assets in accordance with the terms of the
The Internal Revenue Code imposes a significant tax on the transfer of a person’s estate by gift during life or at death. However, every person
Happy New Year! January is upon us again. It is a new year and new decade! Don’t wait to complete your estate plan, start now
Our firm often prepares estate plans for blended families or for spouses that each have children from separate relationships. In blended families, spouses often elect
It is not unusual for an estate planning attorney to come across an estate plan that clients drafted themselves. Drafting your own estate plan, although
The Uniform Prudent Investor Act of the California Probate Code sets forth specific rules regarding the duties and responsibilities of a trustee when managing and
The Federal Estate Tax law provides every person a credit against payment of the estate tax. At present, that credit allows a person to transfer
When planning your estate, the question of who to appoint as your trustee can be a difficult one. After all, this is the person that
A Special Needs Trust (SNT) is a trust designed to preserve government benefits for disabled individuals. There are two types of SNTs: (1) a first-person
