Newsletter

Changes to Retirement Law in 2020

Beginning January 1, 2020, under the Secure Act, beneficiaries who inherit an IRA from someone other than a spouse are no longer able to stretch their distributions out over the lifetime of the oldest beneficiary of the retirement plan. Now, the longest period of time over which a beneficiary may stretch an inherited IRA from [..]

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Estate Planning 101

Many of my trust clients need an estate planning “refresher” when they want to make changes to their existing estate plan. Whether or not you have done your estate plan, I hope you will find this newsletter useful; feel free to save or share it. TITLE IS EVERYTHING! The general rule is that if you [..]

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Gifting Your Estate

GIFTING In planning their estates, people have a wide variety of reasons for selecting particular beneficiaries and determining the amounts they want those beneficiaries to receive and the manner in which they want the beneficiaries to receive their inheritances. This newsletter explores gifting issues. BENEFICIARIES vs. HEIRS AT LAW Under California law, beneficiaries and heirs [..]

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Gifting to Beneficiaries and Heirs at Law

In planning their estates, people have a wide variety of reasons for selecting particular beneficiaries and determining the amounts they want those beneficiaries to receive and the manner in which they want the beneficiaries to receive their inheritances. This newsletter explores gifting issues. BENEFICIARIES vs. HEIRS AT LAW Under California law, beneficiaries and heirs at [..]

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Preditor Protection

As people age, the ability to resist undue influence decreases. Predators use undue influence to overcome a persons own natural inclinations and imposes the predators wishes on senior adults that results in an involuntary estate plan, contrary to the persons long held wishes. Undue influence deprives a person of the right to be the one [..]

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A Tale of Two Deaths

A Tale of Two Deaths I have experienced the death of two people with whom I had a close relationship.  One occurred almost fifteen years ago, and one occurred last month.  Although there were some interesting similarities between the two events, there were also significant differences. My husband’s was the first death.  He had never [..]

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Children Have a Difficult Job as Trustee

Through the years I have advised many individuals, Private Professional Fiduciaries, and corporate Trust Officers on the administration of living trusts after the death of the grantor.  The job of a Trustee is a high calling and should not be undertaken lightly.  This newsletter highlights some of the difficulties encountered by children who are named [..]

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New Beneficiary Deed for California Property

As of January 1, 2016, owners of California real estate can create a revocable Transfer on Death (TOD) Deed to give their house away at their death without probate. This deed must be recorded in the county where the real property is located within a certain period of time or else it is not effective [..]

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