Blog Posts in Estate Planning

It’s true. Sometimes referred to as “companion animals”, California Probate Code §15212 specifically provides for the creation of a trust to care for your beloved dog, cat or other companion animal ...

Virtually every decision regarding probate is based on title to or value of assets owned by the decedent. Title is important because ownership can transfer as a matter of law (e.g. joint tenancy with ...

In other words, must there be a full-on probate in California because the real property asset (assuming a value in excess of $20,000.00, no joint tenancy or transfer on death provision in the deed) ...

Roughly 10,000 Baby Boomers will turn 65 today, and about 10,000 more will cross that threshold every day . ( Pew Research ) With the massive increase in baby boomers retiring over the next decade, ...

I have represented three sisters against their brother over their mother’s will. I’ve represented a child who was adopted and thought she had a great relationship with her presumed half-sister and ...

1. Each US citizen has a lifetime exclusion amount from estate taxes of $5,340,000 (this amount adjusts for inflation each year). 2. There is an unlimited marital deduction for gifts from a deceased ...