Authors
Pages
Posts
Asset Protection
- LLCs and FLPs in the new year….
- Advanced Estate Planning continues in the new year….
- Don’t call it “asset protection”
- Estate Planning with Family LLC’s (FLPs)
- Estate planning can provide asset protection
- Using Trusts for Asset Protection
- Easy Asset Protection
- Asset Protection Trusts After Mortensen
- California Asset Protection
- How simple is a simple trust?
- Protect your ASSets
- ILIT's Do not Have to be About Estate Taxes
- A little mis-direction
- Qualified Personal Residence Trust
- Software v. Attorney
- HOT topic in Estate Planning
Beneficiary Forms
Buy Sell Agreements
Celeb Estates
- Thomas Kinkade Estate Dispute Settled
- “Mr. Jefferson” in Court
- Michael Jackson’s estate in the news
- One lone Beastie I be….
- Beastie Boy made a beastly change to his will before death
- Battle seems off the wall….
- Michael Jackson’s Estate Expresses Concern for Kids
- Kinkade estate dispute UPDATE
- Amy Winehouse died without a will
- Whitney Houston’s Will in Probate
- Estate planning and Tupac Shakur
- Martin Luther King’s Will
- Steve Jobs California Estate Planning UPDATE
- Steve Jobs Estate Plan
- Michael Jackson Estate Update
- Farrah Fawcett Foundation Being Investigated
- Michael Jackson Estate Distribution – Thirty Million
Charitable Planning
Client Stories
- Probate House Saga and Mystery – Read at your own risk!
- Death and Dying
- Searching for lost assets in California
- Royalties and Estate Planning
- Divorce and Life Insurance in California
- Sign Your Estate Planning Documents
- Professional Fiduciaries
- The Perfect Estate Plan
- Can't I just give the house back to the bank?
- I have no family what do I do….
- Remote Control
- Trust v. Trust
- Real Estate Sales After Death
- A beloved but forgotten asset – airline miles
- Trust Titling
- Legal Zoom – Good and Bad
- New Year's Resolution – GET TRUST DONE
- Gifting – a great Tax Saving Idea
- Economics of Hiring an Out of Town Attorney
- New Year's Resolutions
- First Post
Elder Abuse
Estate Planning
- Does a life insurance beneficiary change by divorce?
- Estate Planning still a moving target
- Making house calls like a doctor….
- How permanent are the 2013 estate tax laws?
- Estate Planning Documents Working Together
- Estate Planning and Vacation Planning
- America’s Best Trust Companies
- We aren’t quite ready to finish….
- Timeshares and estate planning
- Give the gift of estate planning
- Do you charge for changes to my trust or will?
- What to expect at your first meeting to discuss your estate planning
- It’s not too late for 2012 BIG gifts
- The BEST estate planning tool in California
- Estate Planning Legacy Discussion – Random Points
- 5 Steps to a complete ESTATE PLAN
- National Estate Planning Week 2012
- Basic Estate Planning is necessary for everybody
- John Palley to speak on estate planning
- Estate Planning Window Closing….
- Listing all assets in estate planning
- Segregate your assets in estate planning
- A wedding gift to your family is to update your estate plan
- Just do it!
- 5 Questions to ask YOUR parents and THEIR estate plan
- Restate that trust rather than amend the trust
- Protecting Your Virtual Estate
- Hire experience not off a list
- Assigning note and deed of trust to a trust
- Forbes Article on Gifting THIS YEAR
- Stationary Store Form Wills
- Something is better than nothing in estate planning
- Burial, cremation, organ donations and other personal issues
- Options for the Surviving Spouse
- Estate planning for the blended family
- Estate Planning IN A RUSH!
- Estate Planning Questionnaire
- Review Your Estate Plan NOW
- The death of the gift tax exemption
- Putting Cars into Trusts
- What is the purpose of a trust?
- Deed Transfers to California Trusts
- Alzheimers and estate planning for Baby Boomers
- Fridays are made for ESTATE PLANNING
- Protection Upon Divorce
- Estate Planning for Second Marriages
- Applicable Federal Rate AFR April 2012
- 2012 Gift Tax Exemption – MAKE GIFTS NOW!
- Trust Funding is critical
- Use that GIFT Exemption NOW
- The 2010 Tax Laws
- Nevada Trusts for California Residents
- Home Visits for Estate Planning
- Revoking a Will in California
- Think, Sign, Think, and sign again….
- Lotto Winners and Estate Planning
- The ABC’s of ABC… TRUSTS in California
- Selecting an estate lawyer
- Talking about Death
- Estate Planning and Probate issues for horses and pets
- Estate Planning Process
- Joint account ownership
- Guardians and Guardianships
- Beneficiary Designations in Estate Planning
- Payable on Death
- Parent to Child Exemption Form
- Heggstad Petitions 101
- 2012 Federal Estate Tax Exemption
- Financial Powers of Attorney
- Estate Planning for Collectibles
- Professional Fiduciaries in Trusts and Probates
- Estate Planning for Miles and Points
- Estate Planning Basics – Come to the First Meeting Ready
- Airport Estate Planning
- Multi-State Probate
- The Simplest Will
- Simple “Advanced” Estate Planning
- Advanced Estate Planning
- Estate Planning Documents
- Creditor Protection Trusts
- What does it mean to “contest” a will or trust?
- Is a trust better than a will?
- Sign your estate plan
- Estate Planning Seminar
- Personal Property Distribution After Death
- Testamentary Trusts Happen AFTER Probate
- California Estate Planning Counsel
- Basic Estate Planning
- Trust Package
- Update Your Trust
- Step Family Estate Planning
- Small Probates
- New Years 2012 Resolutions
- Estate Tax Change Coming?
- Will AND Trust
- Prop 13 and Property Taxes
- Just Moved to California
- The Basic Estate Plan
- Will v. Trust or Trust v. Will – Which is opt for me
- New Year’s Resolutions 2012
- Testamentary Trusts
- Top 10 Estate Planning Mistakes
- It’s Personal
- Review Your Estate Plan
- FDIC Insurance Change
- Important Estate Planning Documents
- Best Holiday Gift for 2011
- Put it in writing
- Ask your probate and estate planning questions
- Retirement Plan Contributions in 2012
- Now is the TIME to plan!
- Seminar Trusts
- Sign That Estate Plan
- Funeral Arrangements
- Attorney as Trustee
- California Trustee Powers
- Can You Change Your Will During a Divorce?
- Essential Elements of a California Revocable Trust
- Generation Skipping Tax
- California Trusts and Wills
- Divorce and Wills in California
- IRS Estate Tax Portability
- National Estate Planning Week
- California Simple Wills
- California Living Trust Package
- California Living Trust Fees
- Estate Planning for the next generation
- Transferring Bank Accounts To Trusts
- Dying with No Will
- California Handwritten Will
- Get a will with no attorney
- Transferring Real Estate to Your Trust
- 7 Questions to Ask BEFORE hiring an estate planning attorney
- FDIC Insurance For Trusts
- FDIC Insurance Basics
- Properly Funding Your Living Trust
- Timeshares and Your Estate Plan
- California Property Taxes
- Disclaimers in California Probates
- California Living Trusts
- Refinance Your Heirs into a Probate
- Timeshares and Your Estate Plan
- Sign now change later
- California Timeshares
- Planes, trains, and… California living trusts
- Deed to Trust
- Wills and Trusts Before Trips
- Make them EARN IT!
- Family Time
- Guardians of the Person and Estate
- Beneficiary Designations
- Powers of Attorneys and Trusts
- The Here and After – Estate Planning 101
- Life Insurance Beneficiary – Trust or No?
- Bypass trust funding in 2011
- Excuses, excuses….
- Learning what you don't know
- Powers of Attorney for Financial – Not so Simple
- New Tax Laws finally….
- Irrevocable Life Insurance Trusts for Term Insurance
- New Year coming – new tax rules too?
- New Tax Laws…
- Reviewing Your Estate Plan
- California Pet Trusts
- The Importance of Specialty
- The Best Time to do estate planning
- Estate Planning for Pets
- The New Estate Tax laws…
- Timeshares and Trusts
- New Estate Tax Laws
- MCLE
Family Law
Fiduciary
Financial Planning
FLPs
General Interest
- More than estate planning
- Free Cemetery Burial in Sacramento
- John Palley quoted on Forbes.com
- Giving Thanks
- Veteran’s Day 2012 and estate planning
- Fiscal Cliff and transfer taxes
- Who are you voting for today?
- Death, taxes and student loans….
- What’s the best way to pay for legal services?
- Grieving and Administration
- Estate Planning in the Hospital
- August 2012 AFR Rates Released
- Legal Zoom is great… for some
- Is your attorney looking after you 24/7/365?
- Any reason to not use a Certified Specialist in estate planning, trust and probate law?
- Travel and Estate Plan
- Federal AFR June 2012
- Death and dying
- Hourly Rates v. Flat Fee Rates – What’s better for the Client?
- Lincoln California Estate Planning and Probate Lawyer
- President Obama 2011 Tax Return Information
- Estate Planning for the New Year
- Happy Veteran’s Day
- Client Service
- Blawgging
- California Probate Code
- California Carbon Monoxide Law
General Legal
General Transfer Document
Guardians
Health Care
Heggstad Petitions
- Lack of trust funding and the small probate estate
- Getting creative in a Heggstad petition
- Heggstad for Non-California Assets
- 3 Keys to a Successful Heggstad Petition
- California Probate Code 850 Petition
- Heggstad Petitions Advanced Studies
- Heggstad Petitions 201
- House Refinance and Trust
- Funding an Unfunded Trust
- Heggstad Petition Language
- California Heggstad Petition
- Transferring Property to Trust AFTER Death
High Net Worth
Internal Revenue Code
Inventories
Inventories and Appraisals
Life Insurance
Litigation
LLCs
Pets
Power of Attorney
Probate
- Law Firm with actual PROBATE COURT EXPERIENCE
- The Probate Real Estate Auction
- Getting your probate case approved in Court
- Selling A Home In Probate?
- Cleaning up estate plan messes after death
- Real Property Transfers After Death and The Tax Assessor’s Office
- Probate process from start to finish
- Continuances in Probate Court
- What’s a pretermitted heir?
- Changing The Mortgage from deceased’s name
- Probate Presentation to Realtors
- Probate Process from Start to Finish for Paralegals
- Rental property gone BAD
- 10 requirements to close a probate
- How quickly can I close probate?
- Who is entitled to notice in a California Probate case?
- Using Bankruptcy in Probate
- DNA Testing in Probate Court
- Competing Petitions in Probate
- 5 Steps to selling a house in probate
- Dividing Your Personal Property After Death
- How does probate START?
- Transferring Cars After Death in California
- 5 Common Errors in California Probate Cases
- California Probate Basics
- Probate Timeline
- The Importance of Original Documents in Probate
- Sacramento County Local Probate Court Forms
- What are Probate CALENDAR NOTES?
- Keep the probate moving toward the finish line….
- Probate Court Appearances
- 3 Key Points in the California Probate Process
- Get your probate taxes done
- Probate Fees and Costs
- California Court of Appeal Rules for Same-Sex Partner in Inheritance
- California Probate Form DE-160 Inventory and Appraisal
- California probate form DE-157 Notice of Administration to Creditors
- What do you do if the EXECUTOR dies during probate?
- California Probate Form DE-150 Letters
- California Probate Form DE-147S Confidential Supplement to Duties and Liabilities of Personal Representative
- Flat Fee Probate Court Attorneys
- California Probate Form DE-140 Order for Probate
- California Probate Form DE-135 Proof of Holographic Instrument
- California Probate Form – DE-131 Proof of Subscribing Witness
- California Probate Form DE-121 Notice of Petition to Administer Estate
- California Probate Form DE-120 Notice of Hearing
- California Judicial Council Form DE-111 – Petition for Probate
- 10 Things the Realtor Should Provide to the Trustee or Executor
- 5 Steps in the foreclosure process in a California Probate
- The Use of Professional Fiduciaries in California Probate and Trusts
- CALIFORNIA probate means ALL of California
- Title Company Comfort Letter in Probate Real Estate Sales
- What Happens in a California Probate Court
- Efficient California Probate Tips
- 10 Things a Probate Lawyer wants in a Real Property Sale
- Lost Will in California Probate
- Law Practice Administrator after Death or Disability
- 5 California Probate SECRETS
- California Probate 1, 2, 3….
- Transferring Planes Trains and Automobiles after death
- Letters Testamentary Even if No Assets
- When is Letters not a Letter?
- Probate Purposes
- Grandparent to Grandchild Exclusion
- California Probate Experts
- Options with $140,000 in assets
- All Courts in California
- Letters Testamentary
- What’s a Probate – The 5 W’s
- How to File a Probate Fast
- Clearing Title To Timeshares
- Entering Safe Deposit Boxes AFTER Death
- Minute Orders
- Is an under $150,000 probate petition always better?
- Probate is not a 4 letter word
- Calendar Notes
- Avoiding Probate in California
- 7 Month Probate Timeline
- Surety Bonds in Probate Process
- Accounting for Everything
- Probate Court Petitions
- FAST Probate
- Probate Bonds
- California Probate Forms
- Expedited Probate in California
- Probate Court Costs
- Insolvent Estates
- Creditors Claims in Probate
- Collecting and managing assets
- Notice Requirements
- Preparing for Probate Court
- Probate Law Seminar
- Probate Seminar Today
- Finding Lost Assets
- Get your probate filed
- Paying for the funeral
- Probate Accountings
- Probate Referees
- Short Sales in California Probates
- Lost Will in California
- California Trust Administration in Court
- California Probate Administrator
- Probate Beneficiary Representation
- Getting Rid of California Timeshare After Death
- Accessing the Safe Deposit Box After Death
- California Spousal Property Petitions
- Probate and Non-Probate Assets Part 2
- Probate and Non-Probate Assets
- California Probate Code 13600 – REVISED LAW
- California AB 1305
- California Probate Code 13200 – UPDATED LAW
- Revised California Probate Code 13150 – NEW LAW
- California Probate Code 13100 UPDATE
- California Counties for Probate
- California Probate Real Estate Sales
- Preparing for Probate Court
- California Probate Court
- Small Estates in California
- Sacramento Probate
- California Probate and Trust Administration
- Spousal Rights in California Probate
- California Probate Code
- California Probate Cash Flow
- Insolvent Probate Estates in California
- Partial Distributions in California Probate
- Disclaimers in California Probates
- California Probate Cash Flow
- Insolvent Probate Estates in California
- Creditors in California Probate Court
- Creditors in Probate Cases
- California Trust Notice
- Probate Monitoring
- The California Probate Code
- California Probate Code 850
- Full v. Limited IAEA Authority in California Probate Cases
- Upside Down House and Probate – Probate Code 10360
- My mom died in Sacramento….
- Clearing Title After Death
- Getting counsel
- That dirty word… PROBATE!
Probate Form
- Sacramento Probate Court Mediation Forms
- California Probate Form DE 350 Petition for Appointment of Guardian Ad Litem
- California Probate Form DE-315 Order Determining Succession to Real Property
- California Probate Form DE-310 Petition to Determine Succession to Real Property (Estates of $150,000 or Less)
- California Probate Form DE-305 Affidavit re Real Property of Small Value ($50,000 or Less)
- California Probate Form DE-295 Ex Parte Petition for Final Discharge and Order
- California Probate Form DE-270 Ex Parte Petition for Authority to Sell Securities and Order
- California Probate Form DE-226 Spousal or Domestic Partner Property Order
- California Probate Form DE-221 Spousal or Domestic Partner Property Petition
- California Probate Form DE-174 Allowance or Rejection of Creditor’s Claim
- California Probate Form DE-165 Notice of Proposed Action
- California Probate Form DE-161 Inventory and Appraisal Attachment
- California Probate Form DE-147 Duties and Liabilities of Personal Representative
Property Taxes
QPRT
Real Estate
Small Estate
Special Needs Trusts
Spousal Property
Taxes
Timeshares
trust administration
Trustee
Trusts
Wills