Category Archives: Estate Planning

Early Retirement a Scary Health Option

As reported on Money.CNN.com on Tuesday, June 28, 2011 by Parija Kavilanz. Employers are getting out of the retirement insurance business. This could be worrisome for American workers who want to retire, before hitting the Medicare-eligible age of 65. A … Continue reading

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New California Laws – 2011

Individual laws as reported by The Daily Recorder, Vol. 104, No. 2, January 4, 2011 Daily Journal. (This is only a selection of laws pertaining to our practice, not all new laws for 2011) Business and Professions AB2764: (Committee on … Continue reading

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Probate & Trusts – Child Born Out of Wedlock

Biological child born out of wedlock is beneficiary where trust unambiguously defines ‘issue’ as unadopted lineal descendants. A California Court of Appeal overturned the Supreme Court’s decision in the case of CITIZENS BUSINESS BANK v. JONATHAN CARRANO.  Appellant claimed that … Continue reading

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Tiny But Powerful: The Estate Tax Lobby

As reported on Money.CNN.com by Tory Newmyer of Fortune Magazine on December 21, 2010. The super-rich got an early Christmas gift in the $858 billion tax package that President Obama signed into law on Friday. On top of a two-year extension … Continue reading

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Probate & Trusts – Care Custodian

Person is not ‘care custodian’ under Probate Code by providing limited assistance services to decedent before he was placed in nursing home. A California Court of Appeal upheld the trial court’s decision in DAWN AUSTIN V. DEBRA SIMPSON.  Appellant claimed … Continue reading

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Probate & Trusts – Payable on Death

Beneficiary’s claim that account was ‘payable on death’ account despite decedent’s failure to finish paperwork before death survives demurrer. A California Court of Appeals reversed the probate court’s decision in ADRIA E. UNDERWOOD v. VALERIE PEARCHE et al.  The case … Continue reading

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Estate Planning for Gay Couples

As reported by Dana Dratch, on Bankrate.com. For gay couples, estate planning can be incredibly frustrating. “Domestic partners have a lot of planning to do, and have to fight discrimination at every turn,” says Todd G. Sears, vice president at … Continue reading

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Probate & Trusts – Statute of Limitations

Action by estate administrator against recipients of deceased’s real property is not barred by statute of limitations. A California Court of Appeal affirmed the lower court’s decision in the case of STEVEN A. WEINKAUF v. TIMOTHY FLOREZ.  The probate court’s … Continue reading

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Sacramento Deputies Adopt Pension Plan Changes

As reported on SacBee.com, by R. Lewis, on August 10, 2010. The Sacramento County Deputy Sheriff’s Association has approved a deal that would alter the pension system for new hires and require current deputies to pay more into the pension … Continue reading

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Why Estate Planning?

Estate planning offers itself as the type of long-term, strategic thinking that can help owners grow and protect their businesses. However, not enough company founders and owners see it that way. At first glance, estate planning seems distracting, taking valuable … Continue reading

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