Tag Archives: estate planning attorney
Whitney Houston Update; IRS Publishes “Fresh Start” for Struggling Taxpayers; California Residency
We are in the heart of tax season, so naturally we have recently been addressing many related issues. We wish we had time to discuss them all on our weekly radio and web broadcast on KDOW 1220 AM, and then … Continue reading
Posted in Asset Protection, California Trust Law, Estate Planning, Estate Tax, Family Law, Filing Your Tax Return, Income Tax, Probate, Radio Show: Wealth Preservation and You, Tax Law, Trust Administration, Trusts & Estates
Tagged Bay area, California Franchise Tax Board, California resident, California state income tax, Connie Yi, Estate Planning, estate planning attorney, estate taxes, executor, Facebook IPO, family law, federal law, Fresh Start, Income Tax, inter vivos trust, Internal Revenue Service, IRS initiative, IRS.gov, KDOW, legal residency, Living Trust, LLC, MP3, Nevada, Pleasanton, podcast, Probate, probate court, probated will, professional tax adviser, San Francisco, San Jose, San Mateo, settlor, Silicon Valley, social networking, struggling taxpayers, tax season, telecommuter, testamentary trust, W-2, What Ifs, Whitney Houston, will trust
Leave a comment
Estate Planning for Special Assets: Family Business, Out of State Assets, Companion Animals, Trustee Duties
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 Asset Protection, Business Law, Estate Planning, Estate Tax, Partnerships, Radio Show: Wealth Preservation and You, Succession Planning, Trust Administration, Trusts & Estates
Tagged asset protection trust, attorney, back taxes, Bay area, business structures, companion animal, Companion Animal Trust, Companion Animals, Connie Yi, dental broker, dental care, dental practice, dentist, Estate Planning, estate planning attorney, Family Business, family dynamics, Family Limited Partnership, family limited partnership flp, Family Partnerships, farmer, FLP, food and beverage, Husband and Wife Business, inheritance tax, IRS, KDOW, legal practice, Limited Liability Corporation, liquid assets, LLC, Offshore Assets, offshore bank, Out of State Assets, overseas bank accounts, Pleasanton, real estate, real estate development, San Francisco, San Jose, San Mateo, Small Business Administration, Special Assets, stocks and bonds, succession planning, tax return, Treasury Department, vineyard, Wealth Management and You
Leave a comment
Special Needs Trusts for Children and Elderly Require Careful Estate Planning and Long-Term Financial Considerations
As a part of our recent focus on trusts and estates, the topic of our most recent radio program on Saturday afternoon was Special Needs Trusts, which are becoming a much more frequent part of family estate plans. We covered … Continue reading
Posted in Estate Planning, Estate Tax, Family Law, Tax Law, Trust Administration, Trusts & Estates, Uncategorized
Tagged 4th-quarter taxes, About.com, alcohol dependency, autism, Autism Speaks, California, certified public accountant, court-order special needs trust, Downs Syndrome, drug dependency, estate plan, Estate Planning, estate planning attorney, family-type special needs trust, FindLaw.com, first-party special needs trust, government benefits, hereditary diseases, inter vivos special needs trust, January 15th, KDOW, living special needs trust, Living Trust, mental disabilities, NAMI, National Alliance on Mental Illness, physical disabilities, Planned Lifetime Assistance Network of California, Pleasanton, pooled special needs trust, Proxy Parent Foundation, San Francisco, San Francisco Bay Area, San Jose, San Mateo, self-settled special needs trust, SNA, sole-benefit special needs trust, Special Needs Alliance, Special Needs Trustee, Special Needs Trusts, Tax Audit, tax codes, tax law attorney, temporary incapacitation, third-party special needs trust, trust fund, Trust protector, type A special needs trust, WID, World Institute on Disability
2 Comments
