Newsletters
2017
2016
- August 2016 – Common Errors in Naming Retirement Plan Beneficiaries
- February 2016 – Why Life Insurance?
2015
- July 2015 – Your Children as Co-Trustees of Their Trusts
- April 2015 – Myths About Estate Planning
- February 2015 -Intellectual Property and Estate Planning
- January 2015 – President Obama Proposes Estate Tax Changes
2014
- November 2014 – Pitfalls of Improperly Naming Your Life Insurance Beneficiaries
- July 2014 – Inherited IRAs and Creditor Protection
- February 2014 – Estate Planning For Blended Families
2013
- October 2013 – Choosing a Trustee
- August 2013 – Reviewing Your Estate Plan
- July 2013 – DOMA and Estate Planning
- June 2013 – Reasons to Continue Using Exemption Trusts
- May 2013 – President Obama’s Budget Proposal
- March 2013 – Digital Assets and Estate Planning – Part 2
- February 2013 – Digital Assets and Estate Planning – Part 1
- January 2013 – The Fiscal Cliff Deal and Estate Planning
2012
- October 2012 – Important Matters Regarding Being a Trustee
- September 2012 – Dealing with a Terminally Ill Family Member
- August 2012 – Special Needs Trust
- July 2012 – The Sandwich Generation and Estate Planning
- June 2012 – Trusts as Beneficiaries of IRAs
- May 2012 – Planning for College
- April 2012 – Estate Planning for Persons over 18 Years of Age
- March 2012 – The Future of Estate Taxes
- February 2012 – IRS Targets Real Estate Transfers
- January 2012 – State of Estate Planning Conference
2011
- December 2011 – Estate and Gift Tax Planning for 2012
- November 2011 – Portability and Your Estate Tax Planning
- October 2011 – Defined Value Transfers
- September 2011 – Common Life Insurance Mistakes
- August 2011 – Planning With Powers of Attorney
- July 2011 – Reflections of 30 Years as an Estate Planning Attorney
- June 2011 – Ownership of Real Estate and Businesses
- May 2011 – Disclaimers: The Final Chance for Planning
- April 2011 – Heritage Trusts: Protecting Your Family’s Inheritance
- March 2011 – Retirement Plan Beneficiaries: The Do’s and Don’ts
- February 2011 – New 2010 Estate Tax Law: What Will Be The Real Impact On Estate Planning?
Prior to 2011
- November 2010 – 2010: The State of Estate Tax Confusion and Opportunity
- September 2009 – Estate Planning and the Business Owner
- August 2009 – Durable Powers of Attorney for Health Care
- July 2009 – Discounting and Transferring Assets to Your Family
- June 2009 – Changes in California Law Regarding No Contest Clauses
