Articles

2020 Trusts & Estates Newsletter (full version)
• 2020 Estate & Gift Tax Inflation Adjustments
• Changes to Retirement Account Rules
• Assisting a Child with the Purchase of a Home
• California State Domestic Partnership Expanded
• The Small Estate Limit Has Increased
• The Expanding Definition of Parentage

2019 Trusts & Estates Newsletter (full version)
• 2019 Estate & Gift Tax Inflation Adjustments
• Uniform Trust Decanting Act: Another Option To Modify The Terms Of An Irrevocable Trust
• Selecting Beneficiaries Of Your Retirement Plan: Should You Designate Your Children or the Trust?
• More Guidance on Planning For Digital Assets

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

Potential Tax Changes in 2017
Alma Soongi Beck, February 2017

Why Everyone Should Care about the New 2017 Medi-Cal Recovery Laws
Alma Soongi Beck, February 2017