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Explaining Dynasty Trusts and Philanthropy
Explaining Dynasty Trusts and Philanthropy

Dynasty Trusts ensure that wealth gets passed down to successive generations. In fact, the special tax provisions in this wealth-building vehicle can allow you to amass a fortune relatively quickly. So much so— in fact— that $1 million can turn into roughly $20 million over ...

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Recent Posts
  • Explaining Dynasty Trusts and Philanthropy

    Dynasty Trusts ensure that wealth gets passed down to successive generations. In fact, the special tax provisions in this wealth-building vehicle can allow you to amass a fortune relatively quickly. ...

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  • Your Mother's California Will Disinherits You But You And Your Sisters Are Joint Tenants With Right Of Survivorship On The Deed To Your Mother's House; Who Wins?

    As I have said previously, greed is an incredible motivating factor in creating family discord; in this Orange County case, my client’s mother disinherited him in her will ( California Probate Code ...

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  • A Real Estate Auction Is Held In Los Angeles County Superior Court

    Previously I told how the court determined that the single family residence owned by my client and her brother would be sold, as it could not be divided, all in accordance with California Code of ...

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  • What To Do When Co-Owners of Real Property in California Don't Agree

    Every now and then I receive calls from clients where the resolution of their problem would at first appear to be a trip to probate court, but sometimes has a twist that takes me to the world of civil ...

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  • Is Probate in California always required when someone dies?

    Probate is the court supervision of the distribution of assets of a deceased person after payment of taxes and creditors. Probate can be in accordance with a will, whereby the deceased person leaves ...

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  • Dual Agency; Not in the Consumer's Best Interest

    “One cannot serve two masters. A broker, even through two agents, should not represent both buyer and seller.” First licensed as a real estate sales person in 1978, a real estate broker in 1984, and ...

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