- February 4, 2015
Funding and Other Life Changes
Read moreFor your trust to work as designed, assets need to either be presently titled in the name of the trust or the trust needs to be named as the beneficiary of life insurance policies or the pay-on-death beneficiary of certain retirement accounts. The trust agreement does not give the...
0 - January 12, 2015
Change in Assets/Estate Taxes
Read moreNeedless to say, if your financial situation has changed substantially since you last met your estate planning lawyer, it may be well worth your time to sit down with him or her to discuss how your balance sheet has changed, for better or for worse.
- December 19, 2014
Updating Your Estate Plan
Read moreAfter deciding to implement an estate plan, many people procrastinate for months (even years) before they finally reach out to an attorney to have one prepared for them. Add that to the fact that, despite my best efforts to make the process as painless as possible, it can...
- November 7, 2014
LLC Operating Agreements
Read moreBelieve it or not, but California LLC’s are not actually required by law to have written operating agreements in California (CA Corporations Code §17701.02(s). Unlike corporations, there are actually very few requirements of LLC’s, which is viewed as one of merits of LLC’s over corporations (another topic for another...
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Matt Deen Named to “2015 Best of the Bar” List by San Diego Business Journal By Matt Deen on April 28, 2015 -
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