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Trust and Estate Attorney Publications and Interviews

(Scroll to bottom to see Trust and Estate Planning Blog & Video Topics)

Our Trusts and Estate Blogs

What Is A Living Trust?
Protecting Seniors from Holiday Scammers
2021: Say Hello to California’s New Homestead Exemption
Last Week Was National Estate Planning Awareness Week
What Documents Can I Destroy While Sheltering at Home?
When There is Only a Will There’s No Way You’re Avoiding Probate
What Happens in California if You Do Not Have an Estate Plan at Your Death?
Estate Planning Document Execution During Pandemic
The CARES Act and Retirement Plan Changes
California and Federal Taxes: COVID-19 Delayed Filing Notices
Why Should I Get My Estate Planning Done Now?
SECURE Act Creates Need for Estate Plan Review
The Tax Cuts and Jobs Act: Trust & Estate Planning Considerations
The Tax Reform Bills: Home Ownership, Purchases & Sales
Return to Windsor: A Novel Tax Code Correction
Accidental Disinheritance: Update Wills, Estate Plans Annually
Estate Planning NOW: Preparing for a New Government
Living Like a Prince, but not Dying Like One
Tax Planning Before Turning 70: What You Should Know About RMDs
Trusts, Estates, Exemptions and Taxes
Benefits of an Irrevocable Life Insurance Trust as Security for Support
Fraudsters Rising: IRS Impersonators Flooding the Phone Lines
Tax Implications: Selling Your Home
Inherited IRAs Not Exempt From Bankruptcy Proceedings
Retirement Planning for Same-Sex Married Couples
“She’s Crafty”: GoldieBlox, Beasties, Copyrights and Codicils
Creating a Living Trust Makes (Dollars and) Sense
Maximizing Annual Gifts
How Does the DOMA Ruling Affect Estate Planning?
Tony Soprano’s Run In With the Tax Man
Designated Beneficiary Assets: Consider Your Income, Capital Gains & Estate Taxes
Using Life Insurance and Irrevocable Trusts in Estate Planning
A Living Trust – One of Many Tools for Protecting Your Estate
California Home Care Services: Senior Fraud Prevention
Business Succession Planning: The Shareholder, Operating or Partnership Agreement
Will Contests & Estate Disputes – Five Ways to Avoid a Family Feud
Tax & Estate Planning – Small Win for Same Sex Couples?
Getting Clear on Creditor Protection: The Limitations of the Revocable Living Trust
Charitable Trusts + Low Interest Rates = Tax Savings
Funding a Living Trust — Estate Planning Advice
Steve Jobs Estate Taxes – Which Way is “Up” for the Jobs Family and for You?
Maximizing Your Annual Gift | Tax Free Gift Exemption
Buy Sell Agreements – Protecting Your Interests From the Four Ds
Your Life Insurance Review | Good Insurance Policies = Good Estate Planning
Amy Winehouse Will & Estate: If Amy Had Been a Californian…
Carmageddon To Do List: Trust and Estate Planning
California Trust Attorney – Three Things You Should Know About a Trust
Will and Probate Explained – Why You Should be Prepared
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