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Monthly Archives: January 2018

2018 Trusts and Estates Newsletter
Posted: 25th January 2018 | Filed Under: Articles 

2018 Trusts & Estates Newsletter (full version)
• Tax Reform
• New Rules for Modification or Termination of Trusts
• The Art of Choosing a Fiduciary
• Creditor Access to a Beneficiary’s Trust
• Attorney-Client Privilege

The Art of Choosing a Fiduciary
Posted: 25th January 2018 | Filed Under: Alma Soongi Beck 

The Art of Choosing a Fiduciary
Alma Soongi Beck, January 2018

Jean Kohler and Geniveve Ruskus to Present at CalCPA – Tax Issues in Divorce
Posted: 18th January 2018 | Filed Under: News and Community 

On January 18, 2018, Geniveve Ruskus and Jean Kohler will present on Crossover Family Law and Estate Planning Issues at this mini-conference presented by the East Bay Chapter of CalCPA.

 

2018 Tax Reform
Posted: 12th January 2018 | Filed Under: Other Trusts and Estates 

2018 Tax Reform
January 2018
Also available in the 2018 Lakin Spears Trusts & Estate Group Newsletter

New Rules for Modification or Termination of Trusts
Posted: 12th January 2018 | Filed Under: Other Trusts and Estates 

New Rules for Modification or Termination of Trusts
January 2018
Also available in the 2018 Lakin Spears Trusts & Estate Group Newsletter

Recent Posts

  • Lakin Spears, LLP Named a 2021 “Best Law Firm” by U.S. News – Best Lawyers
  • 2020 Trusts and Estates Newsletter
  • 2020 Estate and Gift Tax Inflations Adjustment
  • Changes to Retirement Account Rules
  • Assisting a Child with the Purchase of a Home

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