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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 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
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