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Estate Planning Attorney in Westlake Village, California
Charitable Legacy Planning Attorney in Westlake Village, California
Estate Administration Attorney in Westlake Village, California
Trust Administration Attorney in Westlake Village, California
Probate Attorney in Westlake Village, California
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Video FAQs
Who Should Be My Executor (Personal Representative) or Trustee?
Why Should I Have Advance Directives for Medical and Healthcare Decisions?
When Should an Estate Plan Be Reviewed?
Will My Estate Be Subject to Any Taxes, and If So, What Types of Tax?
When Should I Consider Lifetime Gifts?
What Should I Do if I Realize that My Parents Do Not Have an Estate Plan in Place?
What Is the Difference Between a Succession Plan and An Estate Plan?
When Are Intra-Family Sales and Loans Used?
Who Pays Expenses of Maintenance, Insurance, and Real Estate Taxes in A QPRT?
Who Can Be the Trustee in A QPRT?
What Is Post-Mortem Trust Administration?
What Is Leveraged Gifting?
What is an A-B trust?
What Is Capital Gains Basis Planning?
What if My Family Cannot See Eye-To-Eye About Our Succession Planning Goals?
What Is a GRAT and How Can It Help Me Leverage My Gift?
What Is Charitable Planning?
What Is a QPRT and How Can It Help Me Leverage the Gift of My Residence?
What Does a Proper Estate Plan Include?
What Happens if I Transfer More than My Annual Exclusion and I Do Not Qualify for Any of The Deductions or Exclusions?
What Gifts Qualify for The Education and Medical Exclusion?
What Gifts Are Subject to The Federal Gift Tax?
What Does It Mean when Someone Says “Income Tax Is the New Estate Tax”?
Is There Anything that I Can Do if I Realize that My Parents’ Estate Plan Is Incomplete or Outdated?
What Aspects of My Estate Plan Will Include Details About Incapacity Planning?
What Are the Types of Details that Need to Be Covered in Incapacity Planning?
What Are Intra-Family Sales and Loans?
What if I Want to Sell the Home Transferred to The QPRT and Move to Another Home?
What Are the Legal Issues Related to Intra-Family Sales and Loans?
What Are the Common Ways to Participate in Charitable Giving?
How Long Will Probate Take in California?
How Can I Properly Balance Both Estate Taxes and Income Taxes when Making the Portability Election?
How Does My Estate Plan Make Things Easier for My Family?
How Can I Ensure that The Guardian Named for My Children Has the Resources to Raise Them Well?
Should I Consider Long-Term Care Insurance During the Estate Planning Process
Does the Way in Which I Hold Title Make a Difference in My Overall Estate Plan?
How Can I Maximize (i.e., Leverage) My Gift?
How Can a Family LLC Help Me Leverage My Gift?
How Long Should I Retain the Right to Occupy the Home that Is Transferred to The QPRT?
How Does Fractionalization Provide Leverage?
How Can I Capture the Maximum Capital Gains Step-Up at Death?
Can I Prevent a Daughter-In-Law or Son-In-Law from Benefitting from My Child’s Inheritance if They Get a Divorce?
Can I Transfer My Home and The Entire Large Parcel of Land to The QPRT?
Can I Give All of My Property Away Before I Die and Avoid Estate Taxes?
Can I Put Both My Principal Residence and My Vacation Home in A QPRT?
Can I Repurchase the Home from The Trustee in a QPRT?
Can I Use My Spouse’s Annual Exclusion to Give More of My Assets?
Can I Appoint the Same Person as Executor (Personal Representative), Trustee, and Guardian?
Can I Claim the Real Estate Taxes and Other Deductible Expenses in A QPRT as Deductions on My Income Tax Return?
Can I Do the Post-Mortem Trust Administration Without a Lawyer?
Are Some Assets Better to Gift than Others?
What Can I Do if I Still Want to Live in My Home at The End of The QPRT Trust Term?
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