How Elder Abuse Can Lead To Litigation
California Looks Out For It’s Elders Because elder abuse can take on many forms, and because, sadly, millions of families suffer every year from elder abuse, California has enacted laws to protect elders and those…
PROPOSITION 19: There’s a Narrow Window to Beat the Increased Property Tax
The Pros & Cons This November, California voters approved Proposition 19, which expanded some property tax exemptions for people 55 and over, but also increased property taxes in many future property transfer situations when there…
Are You A Trustee? Take It Seriously
“My father died, and I am named as successor trustee. Now what do I do?” Most people have had little to no experience administering a trust and typically have many questions as to where to…
Did Circumstances Change? Perhaps Your Irrevocable Trust Can Too.
Just by virtue of the name, “irrevocable” living trust, one would assume this is something that cannot be revoked, changed, or terminated. In fact, if you are the person who created the trust, you should…
How to Avoid These Elder Financial Abuse Scams
“Hi Grandma, it’s me. I am in a bit of a bind and need you to send me money immediately please.” “We are contacting you because you have the same name as the deceased who…
Super! Rising! New!
As we begin the summer and start to move into the back half of 2020, we sincerely hope this newsletter finds you safe and well. During these past few months we have continued to work…
Is Your Estate Plan Secure with the New SECURE Act?
The Setting Every Community Up for Retirement Enhancement (SECURE ACT) is intended to help people save for retirement. Most significant are the changes to Individual Retirement Accounts (IRAs), which could help many older Americans save…
Should I Update My Estate Plan Now? How About Now?
Is now a good time to update my estate plan? The answer is more than likely, yes. Knowing when to update your estate plan is probably not something that is at the top of your…
Just Like Kobe Bryant’s Daughter, Kids Have Rights in the Family Trust
Since Kobe Bryant’s tragic passing earlier this year, his wife recently realized their infant daughter was not included in his trust. In the Bryant family trust case, and others we’ve experienced, more than likely the…
So What’s the Difference Between a Living Trust & an Irrevocable Trust?
“Why wouldn’t they just form a living trust and put their house in it? After all, once that is done, their house is safe because the trust provides asset protection.” Unfortunately, this is a common…
Show Me The Money, Accounting of Trust
The story always starts the same, “there was supposed to be money, but we don’t know what happened.” For a vast majority of inheritance disputes, compelling the trustee to provide the beneficiaries with an accounting…
What You Didn’t Know About Law Stein Anderson
We want to take a moment to thank you for trusting us as your legal counsel and share a few more details about our diverse practice areas. We know you have a choice and we…
Does Your Current Estate Plan Make Sense in Light of the Recent Changes to Tax Laws?
By R. Zebulon Law, Esq. LL.M., CPA & Christina M. Chan, Esq. On December 22, 2017, President Trump signed H.R. 1, the Tax Cuts and Jobs Act. Part of the law concerns the estate tax exemption…
Tax Cuts and Jobs Act of 2017
By R. Zebulon Law, Esq. LL.M., CPA This morning (December 22, 2017), President Trump signed H.R. 1, the Tax Cuts and Jobs Act. This is the most significant tax legislation in 30 years, and we…