Los Angeles Probate, Estate & Tax Blog

Recent developments in Probate, Estate and Tax Law.

Los Angeles Probate, Estate & Tax Blog

Recent developments in Probate, Estate and Tax Law.

Remote Handling of Cases
& E-Signature of Documents

Amending Your Trust to Take Full Advantage of the Estate Tax Exemption & Eliminate Capital Gains.

Linda Varga

Feb 25, 2020
4 min

Amending Your Trust to Take Full Advantage of the Estate Tax Exemption & Eliminate Capital Gains.

A simple trust amendment allowing for a “QTIP” election could save a Trust's beneficiaries significant amounts in capital gains.

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Three Signs You Need to Update Your Estate Plan

Linda M. Varga

May 27, 2019
3 min

Three Signs You Need to Update Your Estate Plan

Neglected estate plans not only jeopardize a clients’ estate planning wishes but may also negatively impact their loved ones, not to mention

144 views0 comments

Estate Planning for the Non-Citizen Non-Resident

Henry J. Moravec III

May 27, 2019
4 min

Estate Planning for the Non-Citizen Non-Resident

When their U.S. citizen children were advised that each parent was only entitled to a $60,000 estate tax exemption and that the estate would

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Henry J. Moravec III

Aug 7, 2018
4 min

Reducing Capital Gains Tax

In this new era of a significantly increased estate tax exclusion (over $11 million per person) and the option to elect “portability,”[1]...

276 views0 comments

Could Your Children Be Missing Out on Your Property Tax Exemption?

Linda M. Varga

Jul 30, 2018
3 min

Could Your Children Be Missing Out on Your Property Tax Exemption?

Often a client wishes for one or more of his children to receive the family home or other real property as part of their inheritance,...

291 views0 comments

The $11.2 Million Dollar Estate Tax Exemption and what it means for you.

Henry J. Moravec III

Apr 9, 2018
3 min

The $11.2 Million Dollar Estate Tax Exemption and what it means for you.

The biggest change in 2018 to the Trusts & Estate law is the ballooning estate tax exemption. From 2017 to 2018 the exemption doubled...

217 views0 comments

California Estate Planning for Digital Assets

Linda M. Varga

Mar 10, 2018
3 min

California Estate Planning for Digital Assets

What happens to your Facebook account when you die? What about any money you left in your iTunes account? Or the pictures and other files yo

334 views0 comments

What happens when real property is only listed on a Schedule to a Trust and no Deed is signed? After

Henry J. Moravec III

May 28, 2016
3 min

What happens when real property is only listed on a Schedule to a Trust and no Deed is signed? After

A recent California Court of Appeal decision, Carne v. Worthington (4/13/16), shows how disputes over trusts can happen if one is not...

441 views0 comments

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Los Angeles Probate, Estate & Tax Blog

Recent developments in Probate, Estate and Tax Law.

Los Angeles Probate, Estate & Tax Blog

Recent developments in Probate, Estate and Tax Law.

Remote Handling of Cases
& E-Signature of Documents

Los Angeles Probate, Estate & Tax Blog

Recent developments in Probate, Estate and Tax Law.

Los Angeles Probate, Estate & Tax Blog

Recent developments in Probate, Estate and Tax Law.

Remote Handling of Cases & E-Signature of Documents

Remote Handling of Cases
& E-Signature of Documents