Trusts Demystified: Understanding Termination and The Rule Against Perpetuities
Explore the lifespan of trusts from inception to conclusion, including the different types of trusts, conditions that might lead to a trust's termination, and the impact of the Rule Against Perpetuities.
Can the Trustee of Your Trust Steal Your Money?
Learn how to protect your assets and prevent trustee theft. Attorney Andrew Bethel shares tips for choosing a trustworthy trustee and creating clear trust terms, and offers advice for those who suspect their trustee of stealing.
From Primogeniture to Digital Assets: The Story of U.S. Estate Planning
Discover the rich history of estate planning in the United States, from its roots in British common law to contemporary practices. This blog explores the evolution of estate planning across centuries, significant legal changes, and unique practices in different jurisdictions like Louisiana.
A Comprehensive Guide to Administering a Missing Person's Estate in California
Dive into the intricate legalities surrounding the administration of a missing person's estate in California with our comprehensive guide. From understanding the California Probate Code and its five-year presumption of death, to gathering evidence, filing court petitions, and dealing with real property, this guide simplifies the process. Navigating these legalities with our expert advice can make this emotionally challenging task less daunting and more manageable.
Avoiding the Tax Trap: Navigating Property Transfers and Trusts
Unravel the complexities of property tax reassessments when transferring property through a trust, with a focus on parent-child transfers. Understand the potential tax implications and the steps to avoid a reassessment trap.
Mastering the Complexities of Simple and Complex Trusts
Attorney Andrew Bethel dives into the world of trust taxation! Focusing on simple and complex trusts, he'll discuss income distribution requirements, taxation, and more. Learn about IRS Form 1041, Schedule K-1, and tax rates. Remember, Uncle Sam always finds a way to collect his share!
Beyond Disinheritance: The Transformative Power of Special Needs Trusts
Attorney Andrew Bethel unveils the nuances of disinheritance and how Special Needs Trusts can transform estate planning to protect and assist the beneficiaries.
Living Trusts: The Secret to Dodging Probate
Explore how a living trust, a legal entity, continues 'living' beyond the death of the grantor, safeguarding assets for beneficiaries and eliminating the need for probate.
Understanding Omitted Spouses and Children in California Estate Law
Explore the complex world of estate planning, omitted spouses, and children in California. Learn about community, quasi-community, and separate properties, and discover how prenuptial agreements can affect your inheritance rights.
Avoid Probate Nightmares: The Dangers of Properties Taken Out of Trust
Discover the risks of removing properties from trusts and failing to reinstate them, as explored in our blog article. Learn about the potential probate nightmares that can arise, and find proactive solutions to safeguard your estate, protect your beneficiaries, and avoid unnecessary expenses.