To B or not to B
13 May, 2018//Posted by : admin//Category : Uncategorized
In the early 1970s, when I first became acquainted with the issues of death taxes, there was both a California state inheritance tax and the Federal Estate and Gift Tax. Of course, these created financial issues for estate planners, and...
25 Mar, 2018//Posted by : admin//Category : Uncategorized
Once upon a time, wills were the operative testamentary documents. Not that long ago, really. The emergence of living trusts have moved into position as the predominant estate plan of choice for the middle class, at least in California. This...
Dangers and Dilemmas of Dependent Adult Children
15 Mar, 2018//Posted by : admin//Category : Uncategorized
As we get older, it is, naturally, a great comfort to be close enough to our children and family to visit frequently and keep in contact. Some adult children take that desire for familiarity to the extent of moving back...
To Yelp, Shame, Blame, or Defame
6 Mar, 2018//Posted by : admin//Category : Uncategorized
I think most Americans believe in freedom of speech along with freedom of the press. My strict constructionist view is that such constitutional guarantees are virtually unlimited and should be righteously defended. Freedom of expression is not nearly as controversial...
Family or Money
27 Feb, 2018//Posted by : admin//Category : Uncategorized
Most probate litigation involves family members in conflict with a variety of issues, but the essence of the disputes usually involve who is entitled to receive a deceased relative's assets. When I have been involved in these contested matters, I...