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Los Angeles Probate, Estate & Tax Blog
Recent developments in Probate, Estate and Tax Law.
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How To Collect A Small Estate (Less Than $184,500) In California.
In California, if the Decedent died after 4/1/2022 and had less than $184,500 in personal and real property combined, you can collect the...
How to Probate an Estate in California (2025 Update). A step-by-step guide.
How to probate an estate in California should you be brave enough to attempt the process.
Amending Your Trust to Take Full Advantage of the Estate Tax Exemption & Eliminate Capital Gains.
For decades, the standard structure of a revocable trust for a Married Couple in California called for the establishment of an...
Congress Passes The SECURE Act: How It Impacts the Beneficiaries of Your Retirement Account
The Setting Every Community Up for Retirement Enhancement (SECURE) Act, passed by Congress and signed into law in late 2019, represents...
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
Estate Planning for the Non-Citizen Non-Resident
Understand key estate planning strategies for non-citizen, non-resident individuals. Learn how U.S. estate tax laws apply and how to protect your global assets.
How to Reduce 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]...
Could Your Children Be Missing Out on Your Property Tax Exemption in California?
Property Tax Exemptions Often a client wishes for one or more of his children to receive the family home or other real property as part...
The $11.2 Million Dollar Estate Tax Exemption and what it means for you.
The biggest change in 2018 to the Trusts & Estates law is the ballooning estate tax exemption. From 2017 to 2018, the exemption doubled...
Estate Planning for Digital Assets in California: What You Need to Know
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
What Happens When Real Property is Only Listed on a Schedule to a California Trust and No Deed is Signed? Understanding the Heggstad Petition.
Estate planning using a living trust is a common tool in California to avoid the costly and time-consuming probate process. A trust can...
Foreign Property Considerations In California Estate Planning and Probate
As global mobility increases, many California residents hold assets outside of the United States. Whether it's a vacation home in Mexico,...
Prince Dies Without A Will With Estate Estimated Over $300 Million.
The untimely passing of music superstar Prince was a shock to all who grew up with his music. As an attorney, one of the first things...
How Online Tools Can Help Executors Administer Estates in California
Administering an estate as an executor can be a time-consuming and complex process, particularly in California, where probate laws and...
Who Gets Grandma's Antique China? Do Not Forget the Minor Details and Sentimental Items in the Estate
We have had two cases in the last couple of years where one of the attorneys from our office had to spend days sitting with the disputing...
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