Welcome to Hot Take Thursday, our weekly series where we ask attorneys at Law Stein Anderson to weigh in on timely legal questions. This week’s prompt: “The one decision I encourage clients to spend the most time thinking about is ____________.” Attorneys Erin M. Beranek, Nicholas P. Carrigan, David M. Huynh, Desiree F. Rivera, Pearl M. Walker,…
Welcome to Hot Take Thursday, our weekly series where we ask attorneys at Law Stein Anderson to weigh in on timely legal questions. This week’s question: “If a friend asked you, ‘Can I just use AI to write my will or trust?’ what would your answer be?” Attorneys Desiree, James, Monique, Allison, Erin, and Nate weighed in. With artificial intelligence…
Part of our Hot Take Thursday series, where the attorneys at Law Stein Anderson share their perspectives on timely questions, common misconceptions, and real-world legal issues. We recently asked the estate planning attorneys at Law Stein Anderson one simple question: What’s the biggest misconception people have about estate planning? While a few common themes emerged, the responses were surprisingly…
By Erin M. Beranek, Esq. California lottery winners face unique estate planning risks, including probate exposure, public disclosure, community property complications, and significant tax liability. Sudden wealth can also create family tension, creditor vulnerability, and long-term management challenges. Proactive planning using trusts, structured ownership, generational subtrusts, and coordinated tax strategies helps protect privacy, preserve wealth,…