The New Duty of Consistency and Reporting for Estate Tax Purposes

Spendthrift Trusts, Limited Protection for Deadbeat Beneficiaries. - California law has long recognized a settlor’s right to restrict a beneficiary’s use of trust assets. Restraints on alienation, spendthrift clauses, shutdown clauses and wholly discretionary trusts are a few of the tools settlors may use when creating a trust for the benefit of someone likely to have creditor problems.

Hartog, Baer & Hand is the only Trusts and Estates boutique firm among the Top 20.  This is a tremendous honor, and we congratulate our entire team for the outstanding work they do for HBH clients each and every day.

In an increasingly paperless world, is it time to update the law to allow electronic wills?