New Case Alert: Novak v. Fay
Filed April 28, 2015, Second District, Division Five Cite as B256889 An attorney representing a client on a contingency basis brought a...
Donald Sterling's companion must return millions to his wife
A woman who received some $2.6 million in gifts from L.A. real estate mogul Donald Sterling must turn them over to his wife, a judge...
New Case Alert
Ukkestad v. RBS Asset Finance Filed March 16, 2015, Fourth District, Div. One Settlor established a Trust which recited that all of his...
Notary Update - Jurats
Chapter 197, Statutes of 2014 amends California Government Code section 8202 to require the addition of the following specific disclaimer...
Notary Update - Acknowledgments
Chapter 197, Statutes of 2014 amends California Civil Code section 1189 to require the addition of the following specific disclaimer to...
Treasury Green Lights Longevity Annuities In 401(k)s and IRAs
According to a recent Forbes Article: More employees should be seeing longevity annuities in their 401(k) line-up, thanks to final rules...
2015 Estate, Gift and GST Rates
Tax Exemption Inflation Increases for 2015: In 2015, there is a $5,430,000 federal estate tax exemption (increased from $5,340,000 in...
Your Rights as Trust Beneficiary
Trust Beneficiary’s Right to Information: The trustee has a duty to keep the beneficiaries of a trust reasonably informed of the trust...
Protection of the House
California has one of the most aggressive estate recovery programs in the Country. The Medi-Cal Estate recovery regulations provide that...
Estate Planning for Clients Facing Catastrophic Long-Term Care Costs
Many estate-planning attorneys focus on dealing with tax issues when drafting estate plans. However, because many elderly clients are...
