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Better Late Than Never: Directed Trusts Are Now A Reality; 2024 Estate & Gift Tax Conference
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Decanting 101: The New California Trust Decanting Act
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International Estate Planning: Traps and Tips for the Domestic Estate Planner
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Domesticating Foreign Trusts: The Trust, Tax, and Ethical Considerations in Bringing Foreign Trusts Home
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Tax Planning Using California’s Decanting Statute
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Roadblocks on the Road to Probate Trials
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Property Taxes: Just When You Think You’ve Planned for Everything
(OnDemand)
Simple(ish) Yet Elegant Planning for High Net Worth Clients; 2024 Estate & Gift Tax Conference
(OnDemand)
How-To for Estate Planners in Assisting Client Incorporating the New Medi-cal Eligibility Rules to Their Long Term Plans
(OnDemand)
Understanding Proposition 19 and Parent to Child Transfers, Tax Base Transfers and How to Effectively Submit Claims to the County Assessor; 2024 Estate & Gift Tax Conference
(OnDemand)
Better Late Than Never: Directed Trusts Are Now A Reality; 2024 Estate & Gift Tax Conference
(OnDemand)
Decanting 101: The New California Trust Decanting Act
(Self Study Articles)
A Lawyer is a Lawyer is a Lawyer
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Autopsy of a Trusts and Estates Case: The Appellate Doctor is In