Newbury Park, CA
Estate planning Lawyer at Newbury Park, CA
Practice Areas: Estate Planning, Probate ... +2 more
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% gener...
See Full GuideThe 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 agen...
See Full GuideI 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 ev...
See Full GuideA 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 hei...
See Full GuideI 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 topi...
See Full GuideWe 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 b...
See Full GuideWhat 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 ...
See Full GuideWhat 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 ...
See Full GuideIs 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...
See Full GuideWhat 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,...
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