A non-citizen can form a trust in California but will need significant legal advice on the tax consequences. Both...
Estate Planning
Creditor Access to Irrevocable Trusts in California
In California, creditors have limited access to irrevocable trusts because the trust creators cede all control of...
The Generation Skipping Tax and Your Estate Planning Strategy
The generation-skipping tax, also called the generation-skipping transfer tax, generally impacts families where...
What Is the Maximum Gift You Can Give Without Being Taxed?
If you have heard of the gift tax, you may worry about paying taxes on any gifts that you give to family and friends....
How Dual Citizenship Affects Your Estate Planning
Can Dual Citizenship Affect Your Estate Plan? A couple of well-known actors, Tom Hanks and Rita Wilson, became...
Can a Non-U.S. Citizen Create an Estate Plan in the U.S.
Can a Non-U.S. Citizen Create an Estate Plan in the U.S.? The United States has experienced a surge in immigration...
What You Need to Know About Charitable Lead Trusts
Charitable lead trusts fall into the general category of trusts that benefit charities. Sometimes known as CLTs, these...
What Does A Successor Trustee Need To Know?
It is a great honor to be named a successor trustee in someone’s revocable living trust document. However, the honor...
Responsibility to Inform the Life Insurance Company of a Death
Upon the death of a loved one, navigating the complex aspects of their estate can be challenging. Grief can take a...
The 3 Ps of Estate Planning
Becoming a Client of Law Office of Janet L. Brewer Understanding the Three P’s of Estate Planning #1 – People Who are...
It’s Not the Ideal Situation
When A Loved One Dies Without a Complete Estate Plan Serving Families & Individuals in Palo Alto, CA and the...
What Are Your Goals for Estate Planning?
Estate Planning Services and Estate Planning Specialists lawyers in California California Estate Planning Law Firm -...
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