Choosing A Trustee? Make Sure They Exhibit These Characteristics
Choosing A Trustee? Make Sure They Exhibit These Characteristics Choosing a Trustee can be a difficult and challenging task. If you are choosing a Trustee, here are some characteristics you may want to consider that will help assure your wishes and the closing of your estate are executed properly. A Trustee is a person named […]
What You Don’t Know About Being A Trustee Can Hurt You: Understanding What It Means To Be A Trustee
What You Don’t Know About Being A Trustee Can Hurt You: Understanding What It Means To Be A Trustee You may be flattered when your aging parents, or other relatives, ask you to serve as the Trustee of their estate. While it’s gratifying that they have such confidence in you, know what’s involved – and […]
Legal Entities and Real Property: Limiting Reassessment
Legal Entities and Real Property: Limiting Reassessment Legal practitioners have rightfully promoted the many advantages of holding real property in corporations, limited liability companies (LLCs), and other legal entities. By doing so a landowner can limit personal liability, exercise a degree of anonymity, and realize various tax efficiencies. However, when advising clients regarding the transfer […]
Practitioner’s Guide to Preserving the Latino Legacy
Practitioner’s Guide to Preserving the Latino Legacy I. Article INTRODUCTION With each generation, Latin American immigrants are becoming wealthier and more aware of the need to work with California estate planners to protect their legacies. However, when a client from Latin America seeks an estate plan from a California estate planning attorney, the risk is […]
