The future of the Estate Tax (“Death Tax”)
The estate tax in the United States is a federal tax on the transfer of the estate of a person who dies. It is a
Klaus Gottlieb
December 19, 2022
The limits of creditor protection with a spendthrift trust in California
Creditor protection means protection from your creditors. What are spendthrift trusts? A spendthrift provision in a trust is used to prevent the trust beneficiary from
Klaus Gottlieb
December 12, 2022
Power of Attorney – 6 things current and future Californians should know
The durable part is a legal innovation. Let me explain. Previously, an attorney-in-fact, also called the agent (the person named in the PoA), could not have
Klaus Gottlieb
December 8, 2022
The 5 main uses of trusts in estate planning
Trusts are highly flexible instruments for estate planning. Because they are so adaptable, trusts may acquire any number of names that are shorthand for what
Klaus Gottlieb
December 5, 2022
Trusts – Who invented them and why? – “Uses” and abuses.
It has been said that trusts are the most flexible and useful estate planning instrument of all time. One also hears that trusts are is
Klaus Gottlieb
December 2, 2022
The Incentive Trust – Parenting From the Grave?
What is an Incentive Trust? An Incentive Trust is a trust designed to encourage or discourage certain behaviors by using distributions of trust income or
Klaus Gottlieb
November 28, 2022
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