Law Blog
Videos

Home
About Us
Practice Areas
Testimonials
Contact Us

Law Blog
Videos

Call Today (714) 384-6053

Law Blog

Featured
Category
Year
Clear All

September 06, 2023 Why Proper Asset Titling is Vital for Your Estate Planning
Category: Estate Planning
September 01, 2023 Handling Debts and Liabilities in Your Estate Plan
Category: Estate Planning
July 20, 2023 Key Estate Planning Concerns for Women
Category: Estate Planning
June 15, 2023 Is it time to remove a trustee?
Category: Trust Administration
May 10, 2023 When is litigation necessary in trust disputes?
Category: Trust Administration, Trust Fund
April 01, 2023 When is an Attorney needed to help administer a Trust?
Category: Trust Administration
March 23, 2023 Selecting a Professional Trustee
Category: Estate Planning
February 16, 2023 How to Choose a Non-Professional Trustee
Category: Estate Planning
January 11, 2023 New California law limits Conservatorships after Britney Spears saga
Category: Conservatorship
December 12, 2022 Recap of Important 2022 Estate Planning Issues
Category: Estate Planning
November 10, 2022 What Does a Trustee do After the Settlor Dies
Category: Estate Planning
October 18, 2022 Why You Need a Conservatorship: Critical Factors
Category: Conservatorship
September 01, 2022 Title, Financing, Taxation and Risk Assessment for Inherited Real Estate
Category: Estate Planning
August 17, 2022 Estate Planning for Commercial Real Estate
Category: Estate Planning
July 15, 2022 Estate Planning for Residential Real Estate
Category: Estate Planning
June 21, 2022 Unequal Distribution of Your Estate
Category: Estate Planning
June 09, 2022 Unequal Distribution of Your Estate – Considerations, Calamities and Sound Structures
Category: Estate Planning, Family Law
May 09, 2022 Key Steps in Asset Distribution
Category: Estate Planning, Family
April 08, 2022 Four Key Tax Issues that Impact Estate Planning
Category: Estate Planning, Taxes
March 09, 2022 The Advanced Health Care Directive
Category: COVID-19
February 15, 2022 Taking Care of Grandchildren through Your Estate
Category: Estate Planning
January 26, 2022 The Importance of a Family Meeting in Managing an Estate
Category: Estate Planning
January 11, 2022 Now's the time to get your "Comprehensive Estate Plan" done!
Category: Estate Planning
December 08, 2021 The Essential End-of-Year Estate Plan Checklist
Category: Estate Planning
November 10, 2021 Limited Conservatorships and Special Needs Trusts
Category: Conservatorship
November 04, 2021 The Britney Spears conservatorship: How it applies to everyday people!
Category: Conservatorship
October 25, 2021 Webinar: "Estate Planning - Secure Your Legacy"
Category: Estate Planning
October 06, 2021 The "Scary" Facts About Probate in California
Category: Estate Planning, Probate
September 09, 2021 Estate planning for beneficiaries with addictions
August 05, 2021 The Importance of a "Family Meeting" in Managing Your Estate
Category: Estate Planning
July 20, 2021 5 Things You Must Know About Estate Planning at Any Age
Category: Estate Planning
July 07, 2021 The Dangers of Undue Influence in Trusts and Probate
June 09, 2021 Why is Funding a Trust Important?
Category: Estate Planning, Trust Fund
May 10, 2021 Estate Planning for Blended Families
Category: Estate Planning
April 07, 2021 10 of the Most Common Estate Planning Mistakes
Category: Estate Planning
March 03, 2021 Strategies to Help you Survive Tax Season: Maximizing Your Estate
February 08, 2021 Pre- and Post-Marital Agreements: Key Considerations
January 11, 2021 How California's new "Proposition 19″ may impact your Estate Planning
Category: Estate Planning
December 02, 2020 "Wrap" Up Your Affairs: 2020 Year-End Estate Plan Review
Category: Estate Planning
November 16, 2020 Why Have a Trust Protector?
October 30, 2020 Breach of Fiduciary Duty: What Every Beneficiary/Trustee Needs to Know
Category: Fiduciary Duty
September 02, 2020 Special Needs Trusts: What Every Parent or Guardian Must Know
August 05, 2020 Why Financial Elder Abuse is a Rising Crime - And What You Can Do About It
Category: Elder Abuse
July 01, 2020 The SECURE Act: Estate Planning for Inherited IRAs
Category: Estate Planning
July 01, 2020 Liability & Title Insurance and Your Living Trust
Category: Living Trust
May 11, 2020 Estate Planning: Recent Engagements During COVID-19
Category: Estate Planning
November 01, 2019 Probate Process in California
September 04, 2019 Estate Planning – Before and After
July 01, 2019 Duties of a Trustee
June 01, 2019 Contesting a Will
March 04, 2019 Conservatorships in California
January 01, 2019 Transfer on Death (TOD) Deeds
October 01, 2018 The Role of a Trustee
August 04, 2018 The Importance of Funding a Trust
May 01, 2018 The Benefits of Estate Planning
March 01, 2018 The Basics of Trust Administration
January 20, 2018 Rights of a Beneficiary
Category: Estate Planning
February 15, 2017 Premarital Agreements - Before and After
Category: Estate Planning, Family, Financial Planning
January 10, 2017 Trust Litigation and When It Is Necessary
Category: Trust Administration
June 20, 2016 It's Wedding Season: Looking Beyond the Honeymoon...
Category: Estate Planning, Family, Taxes, Wills
January 31, 2016 New Year, New Goals for Estate Planning
Category: Conservatorship, Estate Planning, Family, Guardianship
September 16, 2015 Back to School: Understanding Basics of Estate Planning for Minor Children
Category: Estate Planning, Family, Guardianship
November 26, 2012 End-Of-Year Giving Checklist
Category: Estate Planning, Healthcare, Taxes
May 25, 2017 When a Professional Fiduciary is Advisable and Why
Category: Estate Planning, Financial Planning
August 19, 2016 Conservatorships Defined
Category: Conservatorship, Directives, Estate Planning, Family, Wills
July 25, 2016 Financial Planning for your Estate Plan
Category: Estate Planning, Family, Family Law, Financial Planning, Long-Term Care, Wills
March 30, 2016 Estate Planning Mistakes to Avoid
Category: Wills
December 16, 2015 'Wrap' up Your Affairs: The Year-End Estate Plan Checklist
Category: Directives, Estate Planning, Family
November 24, 2015 Estate Planning for the future of a Blended Family
Category: Estate Planning, Family
October 30, 2015 Facts About Probate in California
Category: Estate Planning
March 27, 2015 March Madness: Strategies to Help you Survive Tax Season- Maximizing Your Estate.
Category: Estate Planning, Family, Taxes
February 25, 2015 Estate Planning is the ULTIMATE Expression of Love!
Category: Estate Planning, Family
January 13, 2015 New Year Business Checklist! Set the Stage for Success in 2015.
Category: Business Law, Small Business, Taxes
November 14, 2014 You're NOT too young to plan NOW for long-term care.
Category: Estate Planning, Family, Long-Term Care
October 30, 2014 Is Your House in Order? Seven things to do before things fall apart.
Category: Business Law, Estate Planning, Family, Guardianship, Healthcare, Small Business
August 12, 2014 What "The Brady Bunch" Didn't Talk About
Category: Estate Planning, Family, Family Law
May 27, 2014 Important Information about Guardianships
Category: Guardianship
March 18, 2014 Tax Tips to Get the Most for your Return: A Secure Estate Plan
Category: Estate Planning, Family, Taxes
January 30, 2014 Estate Planning Checklist for the New Year
Category: Estate Planning, Family, Healthcare, Long-Term Care
December 16, 2013 End of Year Giving & Tax Update
Category: Estate Planning, Family, Taxes
November 25, 2013 Child Custody: Parenting Plans
Category: Family Law
September 06, 2013 September 16, 2013 - What this Date Means for Same-Sex Marriages
Category: Estate Planning, Family, Government, Taxes
July 20, 2013 Estate & Income Tax Planning After the D.O.M.A. Ruling
Category: Estate Planning, Family, Government, Healthcare, Taxes
May 08, 2013 The Importance of Estate Planning for Blended Families
Category: Estate Planning, Family, Taxes
March 21, 2013 Congress Makes a Final Decision....Sort of!
Category: Estate Planning, Government, Taxes
January 02, 2013 The American Taxpayer Relief Act...What does it all mean?
Category: Estate Planning, Government, Small Business, Taxes
October 23, 2012 Will the Election affect the Estate & Gift Tax Laws?
Category: Estate Planning, Government
July 12, 2012 How to Avoid Conservatorship
Category: Conservatorship, Estate Planning, Long-Term Care
June 29, 2012 Supreme Court Decision on Healthcare
Category: Healthcare

2855 Michelle Drive,
Suite 120
Irvine, CA 92606

Map & Directions (714) 384-6053

Quick Links

Home
Practice Areas
Law Blog
Videos
Testimonials
Contact Us
Site Search

call today

The information on this website is for general information purposes only. Nothing on this site should be taken as legal advice for any individual case or situation.
This information is not intended to create, and receipt or viewing does not constitute, an attorney-client relationship.

© 2023 All Rights Reserved.

Site Map
Privacy Policy