Event Date: Mar 01, 2019 12:00 PM
Event Speaker: Nicole Takemoto
Venue: HBZ
Discussion regarding California’s new Uniform Trust Decanting Act, effective January 1, 2019.
The Federal Government assesses a tax on assets that are gratuitously transferred to another person. Assets transferred during the donor's lifetime are subject to gift tax.
Event Date: Mar 30, 2018 12:00 PM
Event Speaker: John Hartog & Margaret Hand
Venue: HBZ
When an estate plan will provide for unequal distributions, the settlor has a blended family, a care[..]
Private Judge Trust Litigation Trials
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