While law offices may not be classified as an “essential business” that remains open for in-person meetings, having a Health Care Directive, and attending to your Will, Living Trust and Power of Attorney, are quite essential during these trying times.

From our Home Office to the safety of your Home - we deliver live remote services related to Wills, Trusts, Powers of Attorney, and Probate.

We offer complimentary consultations followed by swift preparation, comprehensive phone review, and electronic delivery of documents, and instructions on remote execution of these documents for immediate use.

It has never been easier to SCHEDULE A CONSULTATION, and put your affairs in order, which brings calm in a world filled with uncertainty.

Access the ON-LINE ORGANIZER TOOL to start the process; or Call us at (310) 935-0706to speak with a live Assistant and book your time with the Attorney. We look forward to serving you.

2019 Estate Tax Exclusion and Gift Tax rules

The IRS issued Revenue Procedure 2018-57 announcing the official estate and gift tax exclusion amounts for 2019.

  • The 2019 applicable federal estate tax exclusion is increased to $11.4 million. The top federal estate, gift and GST tax rate remains unchanged at 40%.
  • This exclusion is inclusive of the individual taxpayer’s lifetime gift tax exemption: under the new rules, in 2019 a husband and wife can transfer to their children $22.8 million of assets, free from gift tax.
  • This exemption is scheduled to sunset on December 31, 2025, when it is expected to go back to $5 million, indexed for inflation.
  • The Annual Gift Tax exclusion remains at $15,000, as in 2018.
  • The Annual Gift Tax annual exclusion to a Non-US Citizen Spouse is now increased to $155,000.