Year: 2021

Being named as the executor for someone’s estate is a major responsibility and sometimes a major time commitment. In addition, it’s easy to make a mistake if you’re not careful or you don’t get professional help. To help you avoid making these mistakes, we have put together a list of…

When you’re handling an estate, the deadlines and tasks just keep coming. All the laws, paperwork, deadlines, and hassle can feel overwhelming. But there is professional help out there for you during this challenging time. At Business Estate & Tax Attorneys, P.C., we’re here to expertly guide you through the…

Perhaps you are considering starting  a business in California. Unfortunately, setting up your business correctly requires more than just a smart idea and hard work. Forming a business in the Golden State is a legal process that often requires legal assistance to ensure that the business is set up properly…

If you are starting a business, one of the most important issues you will need to determine is the legal and tax structure of the business. Perhaps you’ve heard about “S corp” as an option for structuring your business, but you may not be very familiar with what an S…

You discover your parent made large gifts to a person that threatens your parent’s economic security. You learn an elder friend’s fiduciary (trustee, attorney-in-fact) performed acts that conflict with your friend’s personal or financial interests. If you believe a friend or loved one is a victim of undue influence, taking…

If you have given thought to how you want to dispose of your assets in the event of your death, you could find yourself scratching your head and asking, “Do I need a will or do I need a trust?  In fact, what are the main differences between wills and…

Setting up a revocable trust or irrevocable trust is an effective estate planning strategy. Trusts can help you avoid probate and maintain privacy in the allocation of your property. However, trust disputes threaten to use up valuable resources that you have reserved for your loved ones. At Business Estate &…

Imagine that you recently received notice that you are a trust beneficiary but the trustee refuses to provide you with a copy of the trust.  Or perhaps you are a trustee, making good faith efforts to administer a trust, but one beneficiary keeps making unreasonable demands resulting in wasting trust…

A trust is a legal arrangement in which a person called a grantor transfers property to a person named a trustee for the benefit of a beneficiary. While seemingly complex, trusts can provide better communication and clarity with the estate planning process. They also provide for periodic transfers of wealth…