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3 Nov 2011, 10:01 am by John Palley
However, California does not want Rockefeller trusts that go on for generation after generation. [read post]
8 Dec 2014, 12:00 am by David Crockett
Take for example a case in which a person has $1 million in cash to leave to his 5 children but he does not want to leave it to all of his children. [read post]
28 Oct 2010, 6:50 am by Richard Keyt
For more on this topic see John Reed’s excellent article called “The truth about getting around due-on-sale clauses. [read post]
12 Mar 2018, 9:28 am by John Palley
          Introduction   John Palley – Meissner, Joseph & Palley John is 100% probate attorney Offices in Sacramento, Roseville and Davis Practice throughout California John Palley is a Certified Specialist in Estate Planning, Trust and Probate B. [read post]
1 Dec 2011, 8:20 am by John Palley
   -John   CALIFORNIA CODES PROBATE CODE SECTION 10160-10168 10160. [read post]
1 Jan 2014, 10:45 am by John Palley
If you are making new year’s resolutions for 2014 does it include any of the following: 1) Get a living trust; or 2) Update our current estate plan; or 3) Add a life insurance trust (ILIT); or 4) Look into a qualified personal residence trust (QPRT); or 5) Have a qualified estate planning attorney review my estate plan…. [read post]
22 Jun 2019, 8:28 am by Erin Scharff
In a concurrence, Justice Samuel Alito, joined by Chief Justice John Roberts and Justice Neil Gorsuch, attempts to clarify that the narrowness of this holding does not mean there is no governing standard. [read post]
8 Apr 2019, 12:30 pm by Kyle Persaud
Suppose that your father, John Doe, owned the property, but, in the deed, the property was actually in the name of the “John Doe Revocable Trust. [read post]
30 Apr 2014, 3:23 pm by Shahram Miri
In such case, the trust would have said that each nephew receives a 1/12 of the estate and the niece receives 3/4 of the estate, instead of using a specific gift and residual beneficiary formula. [read post]
26 Jan 2017, 4:00 am by Administrator
Use the discount code TAOH17 at checkout; this offer is valid from 1/26 – 4/26. [read post]