Planning and Administering Spendthrift Trusts in Tension with Public Policies

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.

Principal Ryan Szczepanik presented to the Trusts and Estates Section of the California Lawyers Association on “Anti-SLAPP in Probate and Trust Litigation.”

Travis Neal looks at the Spousal Lifetime Access Trust and how business owners can minimize the estate tax implications when their business is worth more than the gift and estate tax exclusion.