The Importance of Legal Specialization
Aug 21, 2010
If you drive a Lexus do you take it to the Ford dealer to get serviced? Likewise, if you drive a Buick do you take it to Honda dealership for service? My guess is you dont. My guess is you want someone...
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Asset Protection in California
Aug 21, 2010
I have written before about asset protection. It's the hot item right now as people are getting sued, finding out they co-signed something they should not have, and finding out that personal guarantees...
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Timeshares and Trusts in California
Aug 16, 2010
I was walking down the streets of Waikiki last week and it got me thinking about timeshares. You really can't help it when in a place where I worry that everything is a come-on for a timeshare tour. ...
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Trust Titling in California
Aug 16, 2010
Titling, titling, titling....
As with real estate it's location, location, location with trusts, it's titling, titling and TITLING! What do I mean? Well, there are several issues that can arise with...
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Estate Planning for Airline miles
Aug 16, 2010
You may want to tell me I am wrong but did you know airline (and hotel) miles are only worth about a penny each? Yes, really. Well, think about it. Let's say it takes 35,000 miles for the average dom...
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Estate Taxes - Who's on First?
Aug 16, 2010
Not sure how to demonstrate SILENCE but go back and re-read the title of this post and then pretend you are sitting in the cone of silence from the TV show (no, not the movie) Get Smart. Oh boy, not t...
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Reviewing Your Estate Plan
Aug 16, 2010
The percentage of people that actually have a completed estate plan is pretty low. I don't know the exact number but it's well under 50% and could easily be under 20%. Of those 20-50% of the people w...
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California Pet Trusts
Aug 16, 2010
In the probate world we like to say if there's a question the answer is in the California Probate Code. However, this wouldn't apply to people leaving money to their pets, right!? That only happens in...
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Probate and Trust Mediation in California
Aug 16, 2010
Your attorney has recommend you go to mediation to settle the dispute with your brother related to your mom or dad's death. Or maybe the probate Judge has ordered you to go to mediation before they wi...
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Qualified Personal Residence Trusts in California
Aug 16, 2010
Estate planning attorneys love acronyms: Q-TIP, Q-DOT and Q-PRT are three relatively well known types of trusts. Others include ILIT, CRT, GRAT, GRIT and A/B. Though all of these initials are good es...
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