How a lead trust pays charity first, passes the remainder to family, and uses the IRS interest rate to move growth out of the estate.
Read moreA Trustee’s Notice, Information and Accounting Duties
What a trustee must tell the beneficiaries, when, and what a beneficiary can do when a trustee does not respond.
Read moreA Trustee’s First Steps After a Death
What a successor trustee in California must do in the first months of an administration, and the duties that apply from the day the trust is accepted.
Read moreSmall Estate Procedures in California
The affidavit and petition procedures that transfer a decedent’s property without a full probate, and the property that counts toward the limits.
Read moreProposition 19 and the Family Home
How the parent and child exclusion works now, what it costs when the home is worth more than the cap, and the deadlines that decide whether it applies at all. Includes a calculator.
Read moreDigital Assets in a California Estate Plan
Why fiduciaries are often shut out of email and online accounts, what California’s 2025 amendment changed, and what your documents need to say.
Read moreCharitable Remainder Unitrusts for Appreciated Property
How a CRUT lets a family sell a long held asset inside a tax exempt trust, take an income stream for life, and leave the remainder to charity.
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