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Working notes from our practice. Inheritance disputes, estate planning, real estate, veterans law, and general counsel. Written for people who would rather understand than guess.
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11 articles across estate planning, inheritance disputes, real estate, veterans law, and general counsel.
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Inheritance Disputes
California Trustee Fiduciary Duties & Beneficiary Rights
Trustee won't share information or provide an accounting? Learn California trustee fiduciary duties, beneficiary rights, and steps to enforce them.
By Mark C. Smith · Principal Attorney & Founder
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Estate Planning
Divorce And Estate Planning: Protecting Your Legacy During Life's Transitions
How divorce reshapes your estate plan, and the steps to protect your legacy as your life changes.
By Nicholas Jacobs · Attorney
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Real Estate
Top California Real Estate Contract Mistakes And How To Avoid Them
Common California real estate contract mistakes, and how buyers, sellers, and owners can protect themselves before signing.
By Nicholas Jacobs · Attorney
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Estate Planning
AI In Estate Planning: Limitations And Risks
AI tools are tempting for DIY estate planning. The limitations and risks that make human counsel still essential.
By Nicholas Jacobs · Attorney
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Estate Planning
California Step-up In Basis: Avoiding Costly Capital Gains Taxes
How the California step-up in basis works, and how to use it to avoid costly capital gains taxes when inheriting property.
By Nicholas Jacobs · Attorney
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Real Estate
Complete Prop 19 Guide: From LLCs To Cotenants
A complete walkthrough of California Proposition 19, from LLC ownership to cotenant strategies, for property owners.
By Nicholas Jacobs · Attorney
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Estate Planning
What Are Digital Assets And Why They Are Essential For Proper Estate Planning?
Digital assets are increasingly central to modern estates. What they are, and why they belong in your estate plan.
By Nicholas Jacobs · Attorney
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Estate Planning
Transferring A Business Interest Into A Trust: An Overview
How to transfer a business into a trust: avoiding probate, protecting assets, and preserving continuity for owners.
By Nicholas Jacobs · Attorney
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Estate Planning
Estate Planning For Blended Families: Avoiding Future Conflicts
Estate planning for blended families is complex. The essential considerations that prevent future conflict.
By Nicholas Jacobs · Attorney
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General Counsel
California Business Entity Guide: LLC, Corp, Or Partnership?
Starting a California business? A guide to choosing the right legal structure: C Corporation, S Corporation, LLC, or partnership.
By Mark C. Smith · Principal Attorney & Founder
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