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Law Stein Anderson, LLPLaw Stein Anderson, LLP
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Law Stein Anderson, LLP
  • Real Estate With a Mortgage
    Estate Planning | Real Estate Transactions

    What Happens to Real Estate With a Mortgage When the Owner Passes?

    ByLaw Stein Anderson, LLP February 14, 2024June 22, 2026

    Debt does not simply go away when the debtor passes, which is true of a mortgage. Therefore, the beneficiaries will inherit the property and the existing debt if a home still carries a loan. Various situations may arise, contingent upon the specific terms of the mortgage. For example, beneficiaries may take over the mortgage or…

    Read More What Happens to Real Estate With a Mortgage When the Owner Passes?Continue

  • Estate Law Attorney Specialties
    Estate Planning | Probate

    The Differences in Various Estate Law Attorney Specialties Explained

    ByLaw Stein Anderson, LLP February 8, 2024June 22, 2026

    Estate planning attorneys, probate attorneys, and trust administration attorneys each fulfill vital yet distinct functions within the legal procedures related to legacy planning, asset distribution, and wealth preservation. Estate planning attorneys focus on creating a plan to manage a person’s assets and affairs, while probate and trust administration attorneys settle an estate or trust after…

    Read More The Differences in Various Estate Law Attorney Specialties ExplainedContinue

  • Stolen Items in an Estate
    Estate Planning

    Navigating the Complex Terrain of Stolen Items in an Estate

    ByLaw Stein Anderson, LLP February 2, 2024June 22, 2026

    Families diligently plan their estates to organize and distribute money and property for the benefit of their loved ones. For most families, what they leave has been hard-earned by them throughout their lives. However, there are circumstances of stolen property within an estate. The discovery of such can lead to legal, financial, and emotional complexities….

    Read More Navigating the Complex Terrain of Stolen Items in an EstateContinue

  • Testamentary Trusts
    Estate Planning

    You Can Have the Best of Both Worlds With Testamentary Trusts

    ByLaw Stein Anderson, LLP January 26, 2024June 22, 2026

    There are various avenues to consider when crafting an estate plan. Some favor the flexibility offered by a revocable living trust, while others contend that a last will and testament (commonly referred to as a will) is more suitable. For those seeking a balanced approach, a combination of both, facilitated by a testamentary trust, is…

    Read More You Can Have the Best of Both Worlds With Testamentary TrustsContinue

  • The Deceased Spousal Unused Exclusion Amount
    Estate Planning | Tax Planning

    The Deceased Spousal Unused Exclusion Amount 

    ByLaw Stein Anderson, LLP January 16, 2024June 22, 2026

    Effective financial management, particularly for married couples, includes a crucial component: estate planning. A critical factor in this process is reducing estate taxes, as taxes can significantly impact the allocation of money and property to loved ones. Planning could involve utilizing the deceased spousal unused exclusion amount. What Are Gift and Estate Taxes? In 2024, individuals…

    Read More The Deceased Spousal Unused Exclusion Amount Continue

  • Including Your Pets in Estate Planning
    Estate Planning

    Forever Fur Family: Including Your Pets in Estate Planning

    ByLaw Stein Anderson, LLP December 26, 2023June 22, 2026

    For most of us, our pets become cherished members of the family. Yet, during estate planning, the needs of these beloved animals are sometimes overlooked. Including your pets in estate planning isn’t merely an act of care; it’s a crucial responsibility. Decided Who Will Care For Your Pet in the Event You Cannot During life’s…

    Read More Forever Fur Family: Including Your Pets in Estate PlanningContinue

  • share your estate planning details
    Estate Planning

    Should You Share Your Estate Planning Details With Loved Ones?

    ByLaw Stein Anderson, LLP December 18, 2023June 22, 2026

    Deciding whether or not to share your estate planning details with loved ones depends highly on family dynamics. Most people choose to communicate at least a broad explanation with those involved. However, sharing more explicit information, such as the distribution of wealth or property, might be in the best interest of some but not in…

    Read More Should You Share Your Estate Planning Details With Loved Ones?Continue

  • modifying an irrevocable trust
    Estate Planning

    Circumstances When Modifying an Irrevocable Trust Is Generally Acceptable

    ByLaw Stein Anderson, LLP December 13, 2023June 22, 2026

    You may be under the impression that modifying an irrevocable trust is impossible. However, in certain circumstances, even irrevocable trusts can be modified. Factors like errors in the trust document, law changes, or unforeseen circumstances could warrant alterations. It’s important to note that how much you can modify an irrevocable trust largely depends on the…

    Read More Circumstances When Modifying an Irrevocable Trust Is Generally AcceptableContinue

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Irvine Office

949.501.4800

San Diego Office

619.480.0888

INDUSTRY EXPERTISE

We're industry-leading attorneys with over 150 years of collective experience.

PRACTICE AREAS

  • Trust, Estates & Tax Law
  • Litigation & Trial
  • Business & Corporate Law

IRVINE LOCATION

Law Stein Anderson, LLP
2601 Main Street, Suite 1200
Irvine, CA 92614
Tel: 
949.501.4800
Fax: 949.502.4650
Contact Us
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SAN DIEGO LOCATION

Law Stein Anderson, LLP
2173 Salk Ave, Suite 250
Carlsbad, CA 92008
Tel: 619.480.0888
Fax: 949.502.4650
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This website's information is for general purposes only and should not be taken as legal advice.
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  • Home
  • About Us
    • Who We Are
    • In the News
    • Community Outreach
  • Practice Areas
    • Trusts, Estates, and Tax Law
      • Estate Planning
      • Trust Administration
      • Probate
      • Tax Planning
      • Tax Controversies
      • Trust & Estate Litigation
    • Litigation
      • Estate & Trust Litigation
      • Inheritance Disputes
      • Probate Litigation
      • Elder Abuse
      • Business Litigation
      • Premises Liability
      • Real Estate Litigation
    • Business & Corporate Law
      • Corporate Formations
      • Business & Succession Planning
      • Mergers & Acquisitions
      • Business Transactions
      • Real Estate Transactions
  • Attorneys
    • R. Zebulon Law, Esq., LL.M., CPA
    • Matthew G. Stein, Esq.
    • Shauna R. Anderson, Esq.
    • Christine M. Allen, Esq.
    • Gino G. Barrica, Esq.
    • Erin M. Beranek, Esq.
    • Nick Carrigan, Esq.
    • Charlotte A. Flanigan, Esq.
    • Allison C. Gordon, Esq.
    • David M. Huynh, Esq.
    • Bryan K. Johnson, Esq.
    • Katie A. Lindsey, Esq.
    • Nathan R. Loftin, Esq.
    • Michael H. Luong, Esq., LL.M.
    • James C. Man, Esq.
    • Monique Nevarez, Esq.
    • Aimee C. Paja, Esq.
    • Kianna C. Parviz, Esq.
    • Thomas R. Pedersen, Esq.
    • Desiree F. Rivera, Esq.
    • Orel Shilon, Esq.
    • Oudey I. Tadros, Esq.
    • Pearl Walker, Esq.
    • Christina B. Yee, Esq.
    • Steven A. Ehrlich, Esq.
  • Resources
    • Probate Calculator
    • News & Insights
    • Your Free Guide To Trust Administration
    • What to Bring to A Meeting With Your Probate Attorney
    • What to Bring to A Meeting With Your Estate Planning Attorney
    • Newsletter
    • Corporate Transparency Act
  • Testimonials
  • Careers
  • Contact Us