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RUFADAA provides guidance for California residents seeking to authorize disclosure of digital assets to fiduciaries.
This article, in turn, provides guidance to California estate planning attorneys as to the new law and how they can best assist their clients with planning for digital assets.
California Could Say No to Nings And Don’t to Dings By Justin T. However, there is a possibility that the California Franchise Tax Board could find that the grantor who created the trust not only is subject to state income taxes on the trust’s net income, but also is subject to substantial interest and penalties.
An Overview of Nevada’s Beneficial Trust Laws: What Every California Practitioner Should Know Before Heading East By Julia S. Many California attorneys are being asked about planning options such as Dynasty Trusts or decanting, and have to look to other jurisdictions. This article provides a summary of Nevada’s laws that may be helpful to California attorneys and their clients.
Kwon Menlo Park Carlena Tapella Sacramento Our clients’ children are often of great help in getting their parents to engage in estate planning.
However, too often we overlook the pitfalls that the children present to us as practitioners.
Explore situations in which you can do more of them.
Luke, I Am Your Adoptive Father: Adult Adoptions and Inheritance - Contracting With Your “Parents” This article provides an overview of the most-often misplaced and misunderstood transactions in conservatorship accountings, use of market and carry values, preparation of the Inventory and Appraisal and a review of the mandatory use requirements for the Judicial Council accounting schedule forms.
Quasi-Judicial Immunity in Conservatorships: A Guide for Court-Appointed Counsel for Conservatees and Proposed Conservatees This article explores the notion that court-appointed counsel should have quasi-judicial immunity.
Critical to the analysis is the open question in California—whether the duty of court-appointed counsel is to follow the wishes of his client strictly or to act in his client's best interests if they conflict with the client's wishes, as a de facto guardian ad litem.
Ellen Mc Kissock San Jose 408-286-9800 [email protected] Reimann Los Angeles 213-620-1780 [email protected] Bratt San Diego 619-358-1712 [email protected] de Leo Sacramento 916-558-6049 [email protected] Mc Murtrey Los Angeles 213-617-2950 [email protected] West Oakland 510-452-2133 [email protected] Carico El Segundo Matthew Matiasevich San Francisco Mark S.
Poochigian Fresno Jana Ellerman Cameron Park Mary de Leo Sacramento Michael Kerner Palo Alto Julie M.