Incomplete Gifts in Estate Planning
Q: What is an incomplete gift? A: Incomplete gifts are gifts with strings attached. An incomplete gift is a transfer of assets where the person
Klaus Gottlieb
February 9, 2024
How to Use AI as a Professional and Not Capitulate Before It
I recently had the opportunity to give two invited talks, one at Indiana University Medical School and the other one at the Monterey College of
Klaus Gottlieb
February 6, 2024
Power of Appointment and Disclaimer Trusts
A disclaimer trust and a power of appointment trust are estate planning tools that can be used together to provide flexibility in how assets are
Klaus Gottlieb
December 3, 2023
Adult Adoption in California – A Tool for Estate Planning?
Modern statutes have evolved to regard adopted children as integral members of families, emphasizing the best interests of the child. While the majority of states
Klaus Gottlieb
August 26, 2023
Where should you store your sensitive legal documents?
The trouble with physical files Jennifer Dean, Esq. recently wrote a nice piece for the CEB Trust & Estates blog “Lessons from Finding Wills in
Klaus Gottlieb
August 24, 2023
The Art of Timing: Navigating Wealth Transfer for Impact and Efficiency
What is better: To Give during Life or at Death? Planning for the transfer of wealth is a nuanced task, involving careful consideration of various
Klaus Gottlieb
August 4, 2023
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