Challenging a will can be a very difficult and complicated process. In addition, it is not something everyone can do. Imagine that you are engaged in a disagreement over how to handle a relative's estate. Can you legitimately challenge the will? Can the other person?...
Estate And Tax Planning Law Firm
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Satisfaction — and challenges — linked with being a trustee
At the well-established Bay Area estate planning and administration , we certainly understand the warm glow that some individuals can feel when being named as trustee of a trust.And for obvious reasons, with the designation flatly denoting...
Repeal FATCA: new life for critics of offshore tax legislation
There are unquestionably legions of hard-core proponents who readily extol the virtues of FATCA and want to see its legislative fiat persevere in the future.Notably, though, most of those supporters are individuals, families and business owners with no assets held in...
Federal judge orders a halt to release of Prince’s ‘Deliverance’
Have you ever wondered what an estate representative's job would be if there were a potential for the estate to make additional income after the decedent's death? While an estate representative or executor isn't expected to be a financial wizard, he or she does need...
Your baby’s on the way: something you might want to consider now
Understandably, you need knowledgeable and on-point legal acumen brought to bear on your behalf if you are the scion of a family fortune with a strong eye on passing along great wealth to following generations.Astute estate planning -- regarding inheritances, lawfully...
Faithful companion: Can estate planning ensure care of a pet?
There was certainly a time when judges in California and across the country were uniformly disinclined in family law matters to spend more than a moment of time -- if any time at all -- considering the interests of Fido and/or Fluffy in a divorce matter. Pets were --...
What would Jimi Hendrix have thought of this estate battle?
With the 50th anniversary of famed rock guitarist Jimi Hendrix's death fast approaching, it would seem reasonable to assume that any legal uncertainty and attendant acrimony involving his estate would be eclipsed and fading fast in the rear-view mirror of time.Not...
Charitable contributions: maybe your adviser should wear two hats
Although certified public accountants provide valuable assistance to their clients across a wide universe of financial matters having material tax-related implications, their services do not typically extend in equal fashion to the giving of reflective advice on...
Families and estate planning: you can’t overvalue communication
Is there a malcontent in your family, say, a brother or sister who constantly complains of some perceived inequity in how he or she is treated vis a vis all the other siblings?Or is there perhaps a sibling who, compared with other family members, always seems unduly...
Ending an estate battle prior to a total dissolution of assets
"In the ballpark" was the comment uttered by a now-deceased business tycoon some years back in response to an estimate of his net worth pegged at about $500 million.That concurrence would be far off the mark today, though, if businessman Jeno Paulucci -- who died in...