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  • 2023
    • May
      • What qualifies as a “Small Estate” under California law?
    • April
      • What is the difference between lapse, ademption, and abatement? And why should I care?
  • 2022
    • February
      • How do Trust assets avoid probate court?
    • January
      • What is decanting? Can I decant my irrevocable California Trust?
  • 2020
    • July
      • I am getting divorced. Can I set up a Trust for my kids without my spouse's knowledge?
  • 2019
    • February
      • Does This $190 Million Cryptocurrency Mistake Make You Cringe?
  • 2018
    • August
      • Is it true that Aretha Franklin died without a Will?
  • 2017
    • October
      • When a CA senior with a joint bank account dies, do the funds belong to the decedent's estate or the co-signer?
  • 2016
    • May
      • Can my Will leave a gift to someone on the condition that he or she get divorced?
  • 2014
    • May
      • Did Mickey Rooney's widow really contest her late husband's Will?
    • February
      • How can I obtain a Federal Tax ID Number (TIN or EIN) for a Trust?
    • January
      • California Supreme Court determines No-Contest Clause Unenforceable
      • Will the IRS give me an extension of time to file my portability election?
      • May I lodge my original Will with the Court for safekeeping?
      • What should I do with the decedent's original Will?
      • Do your New Year's resolutions include estate planning?
  • 2013
    • December
      • We're Moving
      • I'm a Trustee? What happens if I don't send a §16061.7 notice?
      • I'm a Trustee. How may days before I have to send the §16061.7 notice?
      • What information must a §16061.7 notice contain?
    • November
      • What is a §16061.7 notice?
      • What's the difference between a Settlor, Trustor, and Trustmaker?
      • Where can I get a free copy of "Seniors and the Law"?
      • Is my Will a "Pour-Over" Will?
      • What are the inflation-adjusted 2014 estate and gift tax exclusion amounts?
      • "Portability" - what's that got to do with the new 2013 IRS Estate Tax Return?
      • Do I need a Living Trust?
    • October
      • Do I have to give a copy of my Trust to the bank?
      • What does it mean to "fund" a Trust?
      • Can the County reassess my property taxes like that?
      • How does a Trust avoid probate?
      • What is a Trust?
      • Do I Need Estate Planning?
    • September
      • Do I need a Will?
      • Are probate and estate taxes the same thing?
      • How long should a California probate case take?
      • Probate court costs how much?
      • Thinking About Organ Donation?
      • Making End-of-life medical decisions in California
      • Want your heirs to get along? Speak with them.
      • Eureka! California's Unclaimed Property Law
      • Major IRS Ruling on Estate Tax and Legal, Same-sex Marriages
      • Free California Statutory Will
      • Top 3 Reasons Parents Disinherit Children
      • Welcome to our Westlake Village Estate Planning Blog
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