What We Learned from COVID Period

At his presentation to the Sacramento Bar Association, Principal Ryan Szczepanik identifies a variety of tax pitfalls attorneys can fall into when resolving a dispute.

Congratulations to Kevin O’Brien for his article published in The Recorder. Kevin analyzes the nuance of appeals within trusts & estates cases in the article, “In Trust Litigation, It’s Best to Take the ‘Appeal Now’ Approach.”

Clients, friends and colleagues often ask me "how often should I update my estate plan?" Estate planning attorneys commonly recommend that you review your estate plan documents - i.e., your will, revocable "living" trusts, power of attorney for financial matters, and advance health care directives - at least every five years.