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2024
APR: Legacy Insights: Navigating the Generation-Skipping Transfer Tax
APR: Division of Property for Unmarried Couples Post-Separation in California
MAR: Creating and Preserving Your Legacy with a Dynasty Trust
MAR: Standing in Elder Financial Abuse Litigation
FEB: Now Is the Time to Cultivate and Build Relationships
JAN: Unveiling Our Firm’s New Name
JAN: Why You Might Have an Estate Tax Issue Soon
2023
DEC: How Clients Can Show Their Four Legged Pals Some Love
NOV: The Era of Estate Planning Considerations for Unmarried Couples
NOV: Give Thanks This Year with an Up-to-Date Estate Plan
OCT: Estate Planning Awareness Week
OCT: Navigating Undue Influence in Trust Contests
SEP: Celebrating the Holidays with an Estate Plan
AUG: The Corporate Transparency Act
AUG: Back to School: Time to Protect Your Child’s Future
JUL: RESPECT Yourself and Complete Your Estate Plan
JUL: Estate Planning News You Can Use to Beat the Heat
JUN: The 2024 Revenue Proposals
MAY: The Death of Raquel Welch and What Her Estate Plan Is
MAY: Time to Brush Up on Your Estate Planning Etiquette
APR: A Detailed Look at Los Angeles’ New Mansion Tax, and Ways to Avoid It if It Comes to Your City
MAR: A Scenario Highlighting the Court’s Drastic Change to Conservatorship
MAR: The Fight Over Lisa Marie Presley’s Estate – What’s Happening and How Can You Avoid This
JAN: Had Recent Life Changes? Time for Estate Plan Resolutions!
2022
DEC: Are You In The Know About Law & Stein?!
NOV: IRS Announces Extension for Estate Tax Exemption
OCT: Signs of Elder Financial Abuse & Making It Stop
SEP: Yes, You Can Contest a Trust with a No-Contest Clause
AUG: Multiple Co-Trustees? Proceed with Caution!
JUL: Defer Capital Gains Tax with Like-Kind Exchange
JUN: Avoid Surprises! Obtain & Share Evidence Early!
MAY: Trustee Duties When Trustor Is Incompetent
APR: Your Guide To Trust Administration
APR: Protecting Your Digital Legacy
MAR: Careful With Your Crypto!
FEB: Involved in Trust Litigation? Better Show Up or It’s Gone!
JAN: New Year! New Attorneys! Same First-Rate Counsel!
2021
DEC: ‘Tis The Season…For Tax Exempt Gifting!
NOV: Cryptocurrency & Estate Planning
OCT: What To Expect If You’re Sued
SEP: New Law AB150 May Provide Tax Savings
AUG: California Protects Spouse Omitted From Will
JUNE: Chad Brandel Promoted to Partner
MAY: Prop 19, Still Time to Avoid Property Reassessment
APR: Inheritance Dispute? Don’t Just Sit There. Mediate!
MAR: How to Secure Your Digital Assets
FEB: New Attorney Announcement
JAN: What do New Year’s Resolutions Have to do with A Law Firm?
2020
DEC: Did You Complete “Homeowner’s Exemption” on Your Property Tax Bill for Prop 19?
DEC: Prop 19: Narrow Window to Beat Increased Property Tax
NOV: How Elder Abuse Can Lead To Litigation
OCT: When Inheritance Disputes Involve Real Estate
SEP: Are You A Trustee? Take It Seriously
AUG: How to Change an Irrevocable Trust
JUL: How to Avoid Elder Financial Abuse Scams
JUN: Super! Rising! New!
MAY: Is Your Estate Plan Secure with SECURE Act?
APR: When to Update Your Estate Plan
MAR: Just Like Kobe Bryant’s Daughter, Kids Have Rights in the Family Trust
JAN: What’s the Difference Between a Trust & an Irrevocable Trust?
2019
APR: Announcing New Partner & New Associate
JUL: Diminished Capacity Article – Estate Planning Magazine
NOV: What You Didn’t Know About Law & Stein
DEC: Show Me The Money, Accounting of Trust
2018
MAR: Does Your Current Estate Plan Make Sense in Light of the Recent Changes to Tax Laws?
2017
MAY: Top 5 Reasons Why Young Professionals Need an Estate Plan
JUN: Clients Who Procrastinate on the Estate Plan Should Consider Prince’s Situation
OCT: The Business Owner’s takeaways of Hugh Heffner’s Business of Bunny Ears