Join us for a CE course for estate planning attorneys and CPAs. Planning and maneuvering to reduce or eliminate taxes aren’t just for... Read More›

Join us for a CE course for estate planning attorneys and CPAs. The technical intricacies of estate planning are tough enough, but th... Read More›

Join us for a CE course for estate planning attorneys and CPAs. The deployment and use of so-called digital assets has proliferated at... Read More›

Exemption planning is a safe and effective protection solution for wealth preservation and is fundamental to estate planning. With exemption planning, you can properly prepare for the next financial disaster, regardless of whether it is self-inflicted ... Read More›

Whether you voted for it or against it, Proposition 19 is likely to impact you or a family member at some point in your life. This controversial proposition, passed in November 2020 by a majority vote of 51.1%, amended the California Constitution and i... Read More›

Join us for a CE course for estate planning attorneys and CPAs. Closely-held business equity presents unique challenges for an estate planne... Read More›

Join us for a CE course for estate planning attorneys and CPAs. The federal government has overarching powers to collect tax debts that far surpass the collection mechanisms available to ordinary creditors. Knowing what these powers are an... Read More›

Experienced trust and estate practitioners have all faced situations involving an aging settlor with diminished capacity. Many of us have also experienced the scenario where a settlor's capacity is so diminished that they can no longer effectively mana... Read More›

Many individuals hold concentrated positions in volatile assets, such as closely held businesses, some publicly traded securities, precious metals, commodities, cryptocurrencies, etc. These individuals frequently ask, “What -- if any – estate planning ... Read More›

Join us for a CE course for estate planning attorneys and CPAs. The heart of trust administration is the Trustee’s thoughtful exercise of discretion. Clients and their estate planners rely heavily on the core co... Read More›

Join us for a CE course for estate planning attorneys and CPAs. Life insurance is an enigma, and much misunderstood, in the estate planning world. Some clients (and their advisors) love it; others hate it. In any event, the thoughtfu... Read More›

Unfortunately, some trusts, even where the administrative and dispositive provisions are well-designed, fail to operate as intended because the Trustee lacks the ability to be an effective fiduciary. The Trustee's shortcomings may result from his or he... Read More›