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. As they explain, a comedy of avoidable errors led to the Roth decision, stemming from the plaintiff’s attorney’s failure to notify him that his interest had vested. However, the burning question remains – how can a prudent attorney avoid such disasters?
Kevin O’Brien discusses the Barefoot v. Jennings decision in the article, “California Supreme Court Confirms Former Beneficiary’s Standing to Contest Trust.”
High property values in California highlight the need for careful property tax planning. If you have owned your property for many years, it is likely that your property's assessed value for property tax purposes is significantly lower than today's fair market value. If your property should be reassessed, you or your family members could be faced with a significant increase in the annual property tax.
Hartog, Baer & Hand is excited to announce the elevation of David D. Little and Andrew V. Verriere to Principals, effective January 1, 2020.