Our Estate Planning Blog

We regularly update our blog to offer crucial information on living trusts, guardianship of minor children, Medi-Cal planning, asset protection, and other California estate planning matters. Learn more about the planning process from our experienced attorneys.

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Pointers for Avoiding Family Estate Feuds
Family litigation occurs not from a lack of trying to solve the issue, but from a lack of planning. When you begin planning ... Estate Planning
Asset Protection Shell Game Rejected
One cannot call the planning here anything like valid asset protection planning. To the contrary, this was just ... Trusts
Estate Planning for the Family Farm
"With the aging of the farm population, and particularly with the rapid appreciation of land values and the assets, ... Estate Planning
IRS Getting Greedy Over Old “Gifts”?
In 1972 ... Sumner Redstone, who wasn't yet a global media mogul, made a taxable gift to his children and failed to file a ... Gifting
Your Estate Plan – Time for Some Spring Cleaning
WITH the federal tax on estates now kicking in at $5.25 million - or $10.5 million for a couple - it may seem that only the ... Estate Tax
President’s Budget Proposal Targets Estate Planning Tools
A couple weeks ago on April 10, President Obama released his budget proposal for 2014. Although the proposal largely focused ... Estate Planning
Credit Shelter Trusts – The Tried and True Tool
Credit shelter trusts are a way to take full advantage of state and federal estate tax exemptions. Although such trusts may ... Estate Planning
Have “The Talk” with Your Children Now
Telling heirs how much they stand to inherit can be a subject fraught with emotional land mines for parents ... But waiting ... Estate Planning
IRS Estate Audits Increase
The IRS scrutinized estate tax returns more than any category of individual tax returns in tax year 2011, at close to a 30 ... Estate Tax
The “Permanence” of Portability
The "Permanence" of Portability It certainly is possible that a future Congress could modify today's laws or even ... Estate Planning
IRAs Targeted in Obama Budget
President Obama's budget, just sent to Congress, proposes to cap tax-advantaged savings across all accounts at $3 million in ... Estate Planning
When HIPAA Happens
Privacy deserves to be respected and preserved. But HIPAA [the Health Insurance Portability and Accountability Act, 1997] ... Elder Law

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Being contacted by Jackie and having the opportunity to speak with Mr. Keon last week was beneficial. I was pleased to be able to make contact with you and get some follow up detail on the questions I had. Many Thanks to Mr. Keon Karen O.

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When You Want the Very Best for Your Loved Ones, Choose Us.

Experience and Expertise. Estate planning and post-death administration are all we do. Our attorneys have over 70 years of combined expertise in the field, and three of our attorneys have passed an additional Bar examination and peer review process to become State Bar Certified Specialists in Estate Planning, Trust and Probate Law. Two of our attorneys also have Master’s Degrees in Tax Law, giving us unique insight into how estate tax and income tax will affect your family’s inheritance.
Customization and Attention to Detail. Before we create or update your estate plan, we get to know you, your goals, and what matters to you most. We take the time to listen to your concerns and attend to each of your unique needs and desires as if they were our own. When we complete your plan, we perform a detailed quality control process to help ensure your objectives are met. We also provide you with a personalized Owner’s Manual containing all of your important documents, and your Successor Trustee with a Manual containing helpful, plain-English checklists and easy-to-follow procedures.
Lifetime Relationship. All of our estate plans include a free ongoing service package. We take phone calls any time you have questions, perform free estate planning checkups every three years, and keep you abreast of changes in the law and planning strategies with our complimentary newsletters and educational seminars. And, when the time comes, we will be there to help your trustee and loved ones.