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Law Stein Anderson, LLP

News & Insights

Estate Plan Considerations

Essential Estate Plan Considerations for 2025

Posted on December 31, 2024
Happy New Year! As we step into 2025, it’s the perfect time to think beyond run-of-the-mill resolutions and focus on something that truly protects your loved ones: estate planning. For this reason, our estate planning…
Read More Essential Estate Plan Considerations for 2025
healthcare planning

Healthcare Planning Should Be Part of a Young Adult’s Estate Plan

Posted on December 16, 2024
In a recent blog post, we discussed why young adults should consider an estate plan before heading off to college. Among the essential tools we highlighted are a HIPAA authorization and a medical power of…
Read More Healthcare Planning Should Be Part of a Young Adult’s Estate Plan
Celebrate the Holidays with an Estate Plan

December Newsletter: Celebrate the Holidays with an Estate Plan

Posted on December 11, 2024
December’s newsletter invites you to celebrate the holidays with an estate plan. Much like the festive season calls for lists and preparation, creating an estate plan ensures your legacy is ready for the future. From…
Read More December Newsletter: Celebrate the Holidays with an Estate Plan
Estate Planning for College Students

Estate Planning for College Students: What Parents Need to Know Before They Go

Posted on December 5, 2024
If your child (or grandchild) is heading to college next year, you have every reason to feel overwhelmingly proud! You may also occasionally feel a natural pang of worry. You want your child to be…
Read More Estate Planning for College Students: What Parents Need to Know Before They Go
Understanding the Recent Ruling on the CTA

Understanding the Recent Ruling on the CTA

Posted on December 5, 2024
On December 3, 2024, the United States District Court issued a preliminary decision in Texas Top Cop Shop, Inc. v. Garland, temporarily halting the enforcement of the Corporate Transparency Act (CTA), a federal law requiring…
Read More Understanding the Recent Ruling on the CTA
Estate Planning for an Only Child

Estate Planning for an Only Child

Posted on November 21, 2024
More and more parents are opting to have just one child, which raises important considerations when it comes to estate planning. If you’re the parent of an only child, your estate plan may look a…
Read More Estate Planning for an Only Child
Digital Assets

How to Prepare Your Digital Assets Before You Die—and Even Leave Behind an AI Clone

Posted on November 13, 2024
By Kianna C. Parviz, Esq. With advances in technology over the last few decades, many of us have acquired significant digital assets, so it is important to consider how you want such assets handled upon…
Read More How to Prepare Your Digital Assets Before You Die—and Even Leave Behind an AI Clone
Fall Estate Planning

November Newsletter: Fall Estate Planning Update

Posted on November 7, 2024
November’s newsletter tackles fall estate planning with a fresh, football-inspired perspective. Just as each game needs a solid playbook, your family’s assets require a game plan. Without a doubt, we’re here to help you take…
Read More November Newsletter: Fall Estate Planning Update
should your childs guardian also be their trustee

Should Your Child’s Guardian Also Be Their Trustee?

Posted on October 31, 2024
When it comes to estate planning, you might hear the terms “guardian” and “trustee” tossed around. These roles are vital if you’re thinking about who will care for your child or manage their inheritance if…
Read More Should Your Child’s Guardian Also Be Their Trustee?
Choosing Your Successor Trustee

Key Questions to Ask When Picking Your Successor Trustee

Posted on October 23, 2024
When you create a revocable living trust, you’ll need a trustee to be in charge of managing the property and accounts in the trust. Initially, this will typically be you. However, you’ll need to name…
Read More Key Questions to Ask When Picking Your Successor Trustee
lasting legacy

October Newsletter: Lessons from the Movies on Creating a Lasting Legacy

Posted on October 9, 2024
October’s newsletter delves into estate planning lessons from Hollywood, with insights on creating a lasting legacy drawn from Rain Man and The Descendants. These iconic films offer valuable takeaways for families facing estate planning challenges,…
Read More October Newsletter: Lessons from the Movies on Creating a Lasting Legacy
your Sentimental Belongings in Estate Planning

Handling Sentimental Belongings in Estate Planning

Posted on October 3, 2024
We’ve covered many topics on how estate planning secures wealth distribution according to your preferences. However, what about items with less financial value but significant sentimental value? Often, there is no clear path for who…
Read More Handling Sentimental Belongings in Estate Planning
Well-Rounded Estate

A Well-Rounded Estate Plan Considers Every Possibility

Posted on September 27, 2024
By Christina B. Yee, Esq. As the population ages, planning in the event of incapacity has become increasingly important. According to the 2024 Alzheimer’s Association report, an estimated 6.9 million Americans aged 65 and older are…
Read More A Well-Rounded Estate Plan Considers Every Possibility
Trusts and LLCs

Understanding Hidden Assets, Trusts, and LLCs in Divorce Battles

Posted on September 26, 2024
The Wall Street Journal (Candace Taylor) 09.24.24, published the article “Secret Trusts, a Bitter Divorce and the Battle Over One of America’s Biggest Homes.” The article is regarding the Pritzker estate, a 50,000-square-foot property in…
Read More Understanding Hidden Assets, Trusts, and LLCs in Divorce Battles

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Irvine Office
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Irvine, CA 92614
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Fax: 949.502.4650
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San Diego, CA 92121
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  • Home
  • About Us
    • Who We Are
    • 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.
    • Jennifer J. Carney, Esq.
    • Nick Carrigan, Esq.
    • Charlotte Flanigan, Esq.
    • Allison C. Gordon, Esq.
    • David M. Huynh, Esq.
    • Bryan K. Johnson, Esq.
    • Justin Jinwoo Lee, Esq.
    • Katie A. Lindsey, Esq.
    • Nathan R. Loftin, Esq.
    • Michael H. Luong, Esq., LL.M.
    • James C. Man, Esq.
    • Linda A. Nelte, Esq.
    • Monique Nevarez, Esq.
    • Kianna C. Parviz, Esq.
    • Thomas R. Pedersen, Esq.
    • Desiree F. Rivera, 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