Charitable pledges can present a real problem after a person’s death if the pledge is not specifically dealt with in the person’s estate planning documents so that the donor’s true intent is made clear.
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Richard Ehrman of the firm’s Trusts and Estates Group will be a featured speaker at the California State Bar’s “Thirty-Fourth Annual Fall Program” sponsored by the Bar’s Trusts adn Estates Section.
Kathryn Andrews gave a presentation to the Sonoma County Bar Association on September 21, 2010, on “Valuation of Minority Interest in an Involuntary Dissolution.” This is a hot, but widely misunderstood, topic of particular importance in this economic climate. You can see a her presentation outline here.
If you have established a trust, such as a revocable living trust, you may have encountered the same issue as the California Court of Appeals in Presta v. Tepper (179 Cal. App. 4th 909 (2009)): what, exactly, is a trust?
As a result of Congressional inaction in 2009, the federal estate, gift, and generation-skipping transfer (GST) taxes have changed significantly from last year. The major changes are summarized below.
Placer Title Company has an interesting and useful reference document on title available on its website. “Methods of Holding Title” compares the basic characteristics of six forms of title.
Scott M. Toussaint, Real Estate Group
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