Estate Planning & Business Law Blog

Helping you navigate an increasingly uncertain and complex legal environment, one insight at a time.

FEATURED IN ESTATE PLANNING

Estate Planner Orange CA

Live in Southern California? Having an Estate Plan is Cheap

The cost of an estate plan is much lower than you think. Being a California resident, you likely know that it takes little more than a house with a mortgage and a checking account to approach an estate value at more than $500,000.

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LATEST ESTATE PLANNING INSIGHTS

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Heggstad Petitions for Bank Accounts and Investments: Beyond Real Estate
Heggstad Petitions for Bank Accounts and Investments: Beyond Real Estate

Heggstad petitions are not just a fail safe for real estate, but can be used for financial assets as well. It is important to have an experienced Heggstad attorney help you understand how financial assets not properly titled in a trust’s name can nonetheless be proper trust assets.

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Top 5 Reasons Heggstad Petitions Get Denied (And How to Strengthen Your Case)
Top 5 Reasons Heggstad Petitions Get Denied (And How to Strengthen Your Case)

Heggstad petitions are frequently denied when unsupported by sufficient evidence of intent. It is important to have an experienced Heggstad attorney help you understand how to properly support your petition.

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Case Studies: Successful Heggstad Petitions for Trustees and Beneficiaries
Case Studies: Successful Heggstad Petitions for Trustees and Beneficiaries

Successful Heggstad petitions are dependent on a number of factors. It is important to have an experienced Heggstad attorney help you understand how you can navigate errors to have success.

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Navigating California's Proposition 19: How an Estate Plan Can Help
Navigating California's Proposition 19: How an Estate Plan Can Help

Proposition 19 makes significant changes to California's property tax laws and affects homeowners. It is important to have an experienced estate planning attorney help you understand how Proposition 19 may affect your estate plan.

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FEATURED IN BUSINESS LAW

Business Formation Lawyer Laguna Beach CA

Forming a California LLC

In this blog post, we'll discuss the steps you'll need to take to form a limited liability company. A later blog post will include post-formation issues that will need to be addressed before your company can begin operating.

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LATEST BUSINESS LAW INSIGHTS

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Delaware or California: Choosing a Jurisdiction for Formation
Delaware or California: Choosing a Jurisdiction for Formation

If you're thinking about forming a limited liability company or you have already done so, you likely have asked yourself, "Should I form my limited liability company in Delaware or California?" The answer to this question is almost always "it depends," but understanding the basics of the analysis is helpful.

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Eligible Entities and "Check the Box" Treasury Regulations
Eligible Entities and "Check the Box" Treasury Regulations

California state law classification of a business entity is not always the same as the tax classification of an entity. Under the "check the box" treasury regulations, a business entity is classified either as a "per se" C-corporation or as an entity eligible to choose its tax classification (referred to as an eligible entity).

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Choosing an Entity: Tax Considerations for California Businesses
Choosing an Entity: Tax Considerations for California Businesses

The first step when forming a business is to decide what type of entity is the best form for the business. Which entity is the best form depends on structure, liability, management and tax considerations. This blog post will focus on tax considerations.

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Is It Legal? California's Cannabis Conflict
Is It Legal? California's Cannabis Conflict

The “Marijuana Boom” is officially taking place in various areas of the United States, particularly in the State of California, and in the wake of legislation being passed at the state and local levels legalizing marijuana to some degree or another. This blog post will discuss the effect of new legislation on Orange County and California businesses.

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RECENT ESTATE PLANNING AND BUSINESS LAW INSIGHTS

Featured
Heggstad Petitions for Bank Accounts and Investments: Beyond Real Estate
Heggstad Petitions for Bank Accounts and Investments: Beyond Real Estate

Heggstad petitions are not just a fail safe for real estate, but can be used for financial assets as well. It is important to have an experienced Heggstad attorney help you understand how financial assets not properly titled in a trust’s name can nonetheless be proper trust assets.

Read More →
Top 5 Reasons Heggstad Petitions Get Denied (And How to Strengthen Your Case)
Top 5 Reasons Heggstad Petitions Get Denied (And How to Strengthen Your Case)

Heggstad petitions are frequently denied when unsupported by sufficient evidence of intent. It is important to have an experienced Heggstad attorney help you understand how to properly support your petition.

Read More →
Case Studies: Successful Heggstad Petitions for Trustees and Beneficiaries
Case Studies: Successful Heggstad Petitions for Trustees and Beneficiaries

Successful Heggstad petitions are dependent on a number of factors. It is important to have an experienced Heggstad attorney help you understand how you can navigate errors to have success.

Read More →
Navigating California's Proposition 19: How an Estate Plan Can Help
Navigating California's Proposition 19: How an Estate Plan Can Help

Proposition 19 makes significant changes to California's property tax laws and affects homeowners. It is important to have an experienced estate planning attorney help you understand how Proposition 19 may affect your estate plan.

Read More →
How Courts Determine Intent in a Heggstad Petition
How Courts Determine Intent in a Heggstad Petition

Heggstad petitions can save California families from having to go through probate. It is important to have an experienced Heggstad attorney help you navigate the court process.

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More Alternatives to Probate in California
More Alternatives to Probate in California
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Unfunded Trust Assets in California: What Happens When Property Is Left Out of a Trust?
Unfunded Trust Assets in California: What Happens When Property Is Left Out of a Trust?

Heggstad petitions can save California families many tens of thousands of dollars. It is important to have an experienced Heggstad attorney help you understand how your unfunded trust may be a candidate.

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Special Needs Trust Estate Planning in California: Why It's Important
Special Needs Trust Estate Planning in California: Why It's Important

With a special needs trust, you can be sure your loved one is in good hands. This article discusses some of the top reasons to set up a special needs trust, and touches on how to set one up in California.

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What Is a Heggstad Petition and How Does It Help Avoid Probate in California?
What Is a Heggstad Petition and How Does It Help Avoid Probate in California?

Heggstad petitions allow parties to avoid probate for non-trust assets. It is important to have an experienced Heggstad attorney help you understand how a Heggstad petition can help you save time and money.

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Top 7 Reasons Why Every Californian Should Have an Estate Plan
Top 7 Reasons Why Every Californian Should Have an Estate Plan

Estate planning in California is a great way to avoid probate and save on taxes. An estate plan can also help your protect your assets, maintain privacy, provide for loved ones with special needs and more.

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The Costs of Probate in California vs. Trust Set Up and Administration
The Costs of Probate in California vs. Trust Set Up and Administration

In this blog post, we will explore the costs of probate in California and compare them to the costs of trust set up and trust administration.

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Navigating High Bond Costs in California Guardianships for Large Minor Estates
Navigating High Bond Costs in California Guardianships for Large Minor Estates

In this blog post, we will navigate the options available to address the high cost of bonds in large guardianship estates.

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