1031 Exchanges and Capital Gains
11031 Exchanges and Capital Gains. If you sell real property you can avoid a 25% capital gain tax by doing a 1031 Exchange. You will have a maximum of 45 [...]
Dogfight, See Through Trusts
Video 1Dogfight Over $12 Million Bequest. Real Estate mogul, Leona Helmsley, passed away in 2007. Helmsley left $12 million of her estate to her Maltese dog, Trouble. The grandchildren left out [...]
Oral Promises and Wills
Pursuant to California Probate Code Section 21700 - Contract to Make a Will - a person is allowed to establish an agreement between the decedent and the child, friend, or [...]
Special Needs Trusts (SNT): Planning for Beneficiaries with Disabilities
Special needs trusts (SNT) are administered for the benefit of persons with disabilities or other impairments. If drafted properly, a SNT does not jeopardize a beneficiary's eligibility for means-tested government [...]