Estate Taxes

Common Issues that Arise in Administering a Trust That Holds Real Property: Part III

For this four-part series, we are discussing very common scenarios that we see in our…

3 years ago

119: Tools and Tips for Preparing an Accounting with Heather Hamilton

If you’re someone who is serving in the role of trustee, executor, conservator, or guardian,…

3 years ago

Common Issues that Arise in Administering a Trust that Holds Real Property: Part II

For this four-part series, we are discussing very common scenarios that we see in our…

3 years ago

Common Issues That Arise in Administering a Trust That Holds Real Property: Part I

Real property is often the most complicated trust asset for trustees to manage. Trustees often…

3 years ago

What Does It Mean When Someone Names You As Trustee Of Their Trust?

3 years ago

Potential Estate Plan Issues Arising from Bonus Children

Imagine this scenario: your cousin, David, dies without an estate plan here in California. He…

3 years ago

103: What is a “No Contest” Clause and When Does it Really Apply?

4 years ago

105: AB Trusts: Do You Have One? If So, Do You Still Need One?

4 years ago

104: Two Years After its Passing, Has Proposition 19 Delivered on its Promises to California Homeowners?

4 years ago

101: What Does My Family Need to Know About My Estate Plan Before it’s too Late?

4 years ago