Reasons to write a wil and/or trustJustia (Today) - People write a will and/or trust for various reasons. The following are some common reasons why a person decides to write and/or trust. Avoid probate This is probably the most...
8 ASSETS THAT AVOID PROBATEJustia (Today) - Avoiding Probate is often a key goal for clients in their estate planning. This article will give you eight examples of property that passes directly to your beneficiaries without the...
California Woman Awarded Over $18.2 MillionJustia (5 days ago) - Thomas Barnes owned land and business in Corona, California. He left a trust for his four children - two from his first marriage and two from his second. Two of...
Deed of trust or MortgageJustia (6 days ago) - Many clients own real property which are encumbered with a deed of trust. In other words, a person owns a home that was purchased with the assistance of a bank-issued...
MARSHALL NAIFY REVOCABLE TRUST v. U.S. - Leagle.comEstate Tax - Google (6 days ago) - MARSHALL NAIFY REVOCABLE TRUST v. U.S.Leagle.comThis is a federal estate tax refund action. Before his death in 2000, Marshall Naify ("Naify") took considerable steps to avoid paying California income tax...
Five Tips for TrusteesJustia (6 days ago) - We represent trustees and being a trustee is a job with tremendous responsibility. Since trusts have become popular estate planning tools, we have seen numerous instances where they are traps...
City Sues Over 2010 Pipe Blast - Wall Street JournalBlind Trust - Google (Tuesday, 14 February) - The San Francisco AppealCity Sues Over 2010 Pipe BlastWall Street JournalThe suit's claims echo a report issued last August by the National Transportation Safety Board, which faulted the federal pipeline...
Divide and Conquer: Do Love and Business Mix?Justia (Tuesday, 14 February) - The McCourt's in happier times. But, whatever you do, avoid a divorce like this one. People commonly misuse the phrase "divide and conquer." Often, they use it as "you go...
Small Probate EstatesJustia (Monday, 13 February) - In December, 2010, I posted an article entitled "California Probate Of Small Estates". It discussed the thresholds required by California probate law for an estate to be probated. Those thresholds...
Justia (Today) - People write a will and/or trust for various reasons. The following are some common reasons why a person decides to write and/or trust. Avoid probate This is probably the most...
Law Professors (Today) - I previously blogged about Jan Van Dusen, a family attorney from Oakland, California who claimed a deduction of $12,068 for foster cat expenses. The Tax Court determined that a majority...
Tax Lawyers (Today) - The deadline to file taxes is now less than two months away. This may be a source of anxiety and hand-wringing for some Orange County residents, who dislike gathering the...
Living Trust - Google (Yesterday) - New Service for California Home Owners with Unfunded TrustsPR Web (press release)Deed and record will prepare a quit claim deed to fund the living trust, prepare and file required transfer...
research.lawyers.com (5 days ago) - The big “winners” in the Multi-State Settlement (“MSS”) are Florida and California who have exacted approximately half of all MSS monies between them. Regardless of these two goliath states, Nevada captured a...
Estate Tax - Google (6 days ago) - MARSHALL NAIFY REVOCABLE TRUST v. U.S.Leagle.comThis is a federal estate tax refund action. Before his death in 2000, Marshall Naify ("Naify") took considerable steps to avoid paying California income tax...
Wills and Trusts - Google (7 days ago) - New state residents use own tax formSacramento BeeThat's where you'll also find free advice from local experts on personal finances, investing and wills/trusts. We recently moved from Texas to California...
Blind Trust - Google (Tuesday, 14 February) - The San Francisco AppealCity Sues Over 2010 Pipe BlastWall Street JournalThe suit's claims echo a report issued last August by the National Transportation Safety Board, which faulted the federal pipeline...
News (Tuesday, 14 February) - Same Sex Estate Planning Novato Explained by Bridget MackayConnectus.net (press release)There are many laws applicable to same sex marriage and possession of estate which need to be understood better by...
