Skip to main content
(805) 372-2416
Our Attorney
Practice Areas
Estate Planning
Charitable Legacy Planning
Estate Administration
Trust Administration
Probate
Resources
Video FAQs
Contact
YOUR FUTURE COMES FIRST
REACH OUT NOW
VIDEO FAQS
Who should be my executor (personal representative) or trustee?
Read More
Why should I have advance directives for medical and healthcare decisions?
Read More
When should an estate plan be reviewed?
Read More
Will my estate be subject to any taxes, and if so, what types of tax?
Read More
When should I consider lifetime gifts?
Read More
What should I do if I realize that my parents do not have an estate plan in place?
Read More
What is the difference between a succession plan and an estate plan?
Read More
When are intra-family sales and loans used?
Read More
Who pays expenses of maintenance, insurance, and real estate taxes in a QPRT?
Read More
Who can be the trustee in a QPRT?
Read More
What is post-mortem trust administration?
Read More
What is leveraged gifting?
Read More
What is an A-B trust?
Read More
What is capital gains basis planning?
Read More
What if my family cannot see eye-to-eye about our succession planning goals?
Read More
What is a GRAT and how can it help me leverage my gift?
Read More
What is charitable planning?
Read More
What is a QPRT and how can it help me leverage the gift of my residence?
Read More
What does a proper estate plan include?
Read More
What happens if I transfer more than my annual exclusion and I do not qualify for any of the deductions or exclusions?
Read More
What gifts qualify for the education and medical exclusion?
Read More
What gifts are subject to the federal gift tax?
Read More
What if I want to sell the home transferred to the QPRT and move to another home?
Read More
What does it mean when someone says “income tax is the new estate tax”?
Read More
Is there anything that I can do if I realize that my parents’ estate plan is incomplete or outdated?
Read More
What aspects of my estate plan will include details about incapacity planning?
Read More
What are the types of details that need to be covered in incapacity planning?
Read More
What are the legal issues related to intra-family sales and loans?
Read More
What can I do if I still want to live in my home at the end of the QPRT trust term?
Read More
What are intra-family sales and loans?
Read More
What are the common ways to participate in charitable giving?
Read More
How long will probate take in California?
Read More
How can I properly balance both estate taxes and income taxes when making the portability election?
Read More
How does my estate plan make things easier for my family?
Read More
How can I ensure that the guardian named for my children has the resources to raise them well?
Read More
Should I consider long-term care insurance during the estate planning process
Read More
Does the way in which I hold title make a difference in my overall estate plan?
Read More
How can I maximize (i.e., leverage) my gift?
Read More
How can a family LLC help me leverage my gift?
Read More
How long should I retain the right to occupy the home that is transferred to the QPRT?
Read More
How does fractionalization provide leverage?
Read More
How can I capture the maximum capital gains step-up at death?
Read More
Can I prevent a daughter-in-law or son-in-law from benefitting from my child’s inheritance if they get a divorce?
Read More
Can I transfer my home and the entire large parcel of land to the QPRT?
Read More
Can I give all of my property away before I die and avoid estate taxes?
Read More
Can I put both my principal residence and my vacation home in a QPRT?
Read More
Can I repurchase the home from the trustee in a QPRT?
Read More
Can I use my spouse’s annual exclusion to give more of my assets?
Read More
Can I appoint the same person as executor (personal representative), trustee, and guardian?
Read More
Can I claim the real estate taxes and other deductible expenses in a QPRT as deductions on my income tax return?
Read More
Can I do the post-mortem trust administration without a lawyer?
Read More
Are some assets better to gift than others?
Read More
