Articles

Sr. Associate Dave Parnall & Principal David Baer review the California court decision in Roth v. Jelley and the importance of attorneys giving notice to trust beneficiaries.

In his article for The Recorder, Principal John Hartog examines the recent passage of Proposition 19 and its tax implications.

More people than ever are becoming elderly with diminishing capacity, an absence of close family members nearby to care for them, and the potential for disfavoring heirs in asset distribution.

Tax Strategies and Implications When Settling a Trust or Estate Dispute.

If one becomes incapacitated and does not have the right legal documents in place, no one can legally make health care and financial decisions for that person. What can you do to avoid this scenario?

Trustees should anticipate that beneficiaries’ inquiries and demands will intensify.