News

  • Estate Planning

    Funding and Other Life Changes

    For 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...

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  • Estate Planning

    Change in Assets/Estate Taxes

    Needless 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.

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  • Estate Planning

    Updating Your Estate Plan

    After 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...

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  • Contract Drafting & Negotiation

    LLC Operating Agreements

    Believe 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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