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Estate Planning & Real Estate Law | Attorney & CPA | Pleasanton, CA
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Estate Planning for Special Assets: Family Business, Out of State Assets, Companion Animals, Trustee Duties

Posted on February 27, 2012 by Staff

When we have previously discussed estate planning, we’ve primarily focused on situations that involve the basics of how to handle real estate or liquid assets like stocks and bonds, so your beneficiaries receive as much as possible of your estate … Continue reading →

Posted in Estate Planning, Business Law, Estate Tax, Trusts & Estates, Trust Administration, Succession Planning, Partnerships, Asset Protection, Radio Show: Wealth Preservation and You | Tagged Estate Planning, Connie Yi, attorney, IRS, Offshore Assets, companion animal, San Francisco, San Mateo, San Jose, Pleasanton, estate planning attorney, KDOW, Bay area, tax return, Wealth Management and You, inheritance tax, Special Assets, Family Business, Out of State Assets, Companion Animals, real estate, liquid assets, overseas bank accounts, Treasury Department, back taxes, succession planning, family dynamics, Family Limited Partnership, FLP, Limited Liability Corporation, LLC, asset protection trust, Small Business Administration, Husband and Wife Business, Family Partnerships, dentist, farmer, vineyard, dental practice, dental care, dental broker, legal practice, food and beverage, real estate development, Companion Animal Trust, family limited partnership flp, stocks and bonds, offshore bank, business structures | Leave a comment
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