Blog Posts in 2016

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  • Transfer on Death Deed
    Transfer on Death Deed

    The Revocable Transfer on Death Deed: are Trusts a thing of the Past? The California legislator enacts thousands of laws each year. On January 1, 2016, Assembly Bill 139 became the law, known as the ...

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  • Claim Your Unclaimed Property
    Claim Your Unclaimed Property

    A recent California superior court decision held that merchandise credits not redeemable for cash are not subject to California Unclaimed Property Law. The court also held that these credits qualified ...

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  • Estate Planning During and After a Divorce
    Estate Planning During and After a Divorce

    Estate Planning During a Pending Divorce To protect the rights of each spouse during a dissolution or legal separation, and to preserve the financial status quo, Family Code § 2040 imposes Automatic ...

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  • Are your kids still your kids after they turn 18?
    Are your kids still your kids after they turn 18?

    A Mom gets a call from a cross-country Emergency Room informing her that her 19-year old college student has been admitted. That’s all she is allowed to know. That’s all they are allowed to say. She ...

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  • Preventing Lack of Liquidity
    Preventing Lack of Liquidity

    It is difficult to estimate with certainty how much it will cost to settle one’s estates or how quickly expenses and taxes must be paid. Insufficiency of cash can be created by a number of expenses, ...

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  • Misusing Joint Tenancy as a form of Estate Planning
    Misusing Joint Tenancy as a form of Estate Planning

    While owning property in joint tenancy does avoid probate, this estate planning method comes with certain negative tax consequences. Transfers in joint tenancy expose those assets to the joint ...

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