» Trusts Estates and Probate

A trustee is a person or entity who is designated to administer the assets in a trust. They are responsible for managing the trust, making investments, and distributing the trust assets. However, being a trustee also comes with a broad scope of legal… Read More

There are some significant changes that could be coming in 2026 regarding the estate tax exemption law. Unless Congress takes action, the record-high estate, gift, and generation skipping transfer tax exemption amounts will be cut in half on January… Read More

A trust can have many benefits for you and your beneficiaries, including avoiding the probate process and protecting your assets. However, it’s essential to understand that in order for a trust to be effective, it must be funded. This means transfe… Read More

Significant changes were made to the federal estate and gift tax system in 2017 with the enactment of the Tax Cuts and Jobs Act (TCJA). One of the most substantial changes concerned the increase of the lifetime exemption amount from $5.6 million to $… Read More

Estate planning is important for everyone — but it’s even more critical for small business owners. If you own a small business, estate planning is essential to ensure the legacy you worked so hard to build is preserved for future generations. Whi… Read More

Many people avoid thinking about planning for incapacity. However, the unexpected can happen at any time — and it’s important to be prepared. No matter what age you are, and regardless of your health condition, it’s crucial to have an advance h… Read More

If your loved one recently passed, you may be experiencing a tremendous amount of grief and be emotionally overwhelmed. However, you might also have certain responsibilities during this difficult time and be required to deal with the property and ass… Read More

Finding the right California probate lawyer for your case can sometimes be a challenge. With hundreds of lawyers to pick from, you might not know where to begin your search. The right fit can depend upon a number of factors — and it’s vital to kn… Read More