John A. Hartog named to Best Lawyers in America for 2020. Recognition is based on peer review by leading lawyers in the Trusts & Estates practice in Northern California. As noted on the Best Lawyers website, “Best lawyers know who the best lawyers are.”
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.
Owners of traditional Individual Retirement Accounts (IRAs) may use a special rule to achieve substantial income tax savings while benefiting charities of their choice. They may transfer up to $100,000 from their IRAs to charitable organizations without incurring income tax on the IRA withdrawal
Andrew Verriere & Ryan Szczepanik discuss how California courts remain beleaguered by budgetary constraints.
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