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Steven Matlin Greenwood

Steven Greenwood’s Legal Guides

19 total


  • Family Limited Partnerships

    An individual and spouse form an FLP and then transfer business or investment property to the FLP. In exchange for this transfer, each spouse, often through their living trust, then receives a 1% general partnership interest and 49% limited partnership interests in the FLP.

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  • Consequences of Being on the Government Plan

    The Government Plan is essentially any arrangement that requires the assistance of the Government, primarily through the Superior Court of the State of California, Probate Department, a Government agency, in the handling of any matter should you or someone you love become incapacitated or die.

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  • What Type of Client Would Benefit From Long Term Health Care Insurance?

    I recommend it to all of my clients. Statistics bear out that 50% of the aging population will require some long term health care. With those odds, and new diseases and conditions being discovered every year, I feel a professional responsibility to recommend the policies to all of my clients.

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  • Private Foundations

    A private foundation is designed for families with estates over $2,000,000 who want to reduce income and estate taxation, facilitate a philanthropy and provide an extraordinary opportunity to their heirs.

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  • Is This Really Urgent?

    I must admit to you that the most difficult part of my job is getting those who should do this work to do it in a timely manner. I'm sure you can appreciate the fact that most people find this topic difficult to address and thus they tend to procrastinate...they put it off. An...

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  • Don't Be Penny Wise and Pound Foolish

    We are aware that this process can seem expensive. Hiring a competent attorney to provide specialized services is never fun nor free. But when you compare the time, money and aggravation saved by doing this work, it should be immediately obvious that the benefits far outw...

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  • What Makes a Great Estate Plan?

    What Makes a Great Personal Estate Plan? Every great personal Estate Plan has two parts to it: What I call the Schiavo Documents (i.e., the Advance Health Care Directives, Financial Powers of Attorney, etc.) that are used in the event of ones incapacity, and Management and...

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  • Beyond The Basics: Life Planning

    What is a "Life Plan?" In short, a "Life Plan" is a basic estate plan that adds: Incapacity Protection; Spousal Protection; Child Protection; and Grandchild Protection In other words, a Life Plan provides the essential elements of a Basic Death Plan, i.e. probate avoidance an...

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  • Living Trusts - The Basics

    Is a Living Trust Right for You? The test is really simple. If: You own your own home and/or other real estate, or You dont own real estate but have assets in excess of $100,000 The Living Trust as a planning tool SHOULD be used by you to avoid the Government Plan, i.e., the n...

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  • Are You on the Government Plan?

    What Is The "Government Plan?" The Government Plan is essentially any arrangement that requires the assistance of the Government, primarily through the Superior Court of the State of California, Probate Department, a Government agency, in the handling of any matter should ...

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