MISSION VIEJO, Calif. — April 23, 2026 — Bryan K. Johnson, Senior Associate at Law Stein Anderson, LLP, recently led an Estate Planning Fundamentals workshop for older adults at the Norman P. Murray Senior Center in Mission Viejo. The session comes at a time when older adults are often targeted by misleading financial tactics online, underscoring the need…
By Bryan K. Johnson, Esq. As the year comes to a close, many people hear about the annual gift tax exclusion and wonder whether making a year-end gift is worth the effort, especially if time is short. Even simple gifts, when used consistently, can play an important role in reducing potential future estate tax exposure. For 2025, individuals may…
NEWPORT BEACH, Calif., Dec. 8, 2025 — Law Stein Anderson, LLP proudly announces two significant leadership appointments within the Orange County Bar Association (OCBA) Trust & Estates Section. Bryan K. Johnson, Esq. was sworn in last week as Chair of the OCBA Trust & Estates Section for the 2026 term. Allison Gordon, Esq. has been…
By Bryan Johnson, Esq. Corporate Transparency Act The Corporate Transparency Act (CTA) was created under the Anti-Money Laundering Act of 2020 and goes into effect on January 1, 2024. The CTA seeks to prevent individuals from using anonymous shell companies to engage in illegal financial activities, such as money laundering and terrorism. It requires privately…