Articles
Super Lawyer Magazine selects both John L. Wong and Anh P. Tran as 2019 Rising Stars
Super Lawyer Magazine selects both John L. Wong and Anh P. Tran as 2019 Rising Stars in Estate Planning and Probate Super Lawyers Magazine has once again selected John L. Wong and Anh P. Tran as two of the top attorneys under 40 in 2019. Super Lawyers Magazine recognized only 59 attorneys in Southern… Read More »
What are My Duties and Responsibilities as Trustee?
Here are a Trustee’s Duties and Responsibilities If you have been named as a Trustee, someone else has decided that you are the person they most trust to manage the financial affairs of their Trust. What is a Trustee and what are your duties and responsibilities? The simple answer is that you are responsible… Read More »
Eliminate Capital Gains Tax with a Trust – The USB Trust™
Yes, you read that right: You can eliminate capital gains tax with a Trust. The good news: it is completely legal. We have no interest in assisting any client with tax fraud and would never advocate a scheme that is even remotely fraudulent. The bad news: It is not as simple as putting your assets… Read More »
California Probate Process
Probate Process in California Probate Court Are you trying to understand the California Probate process? Has someone told you that you need to file a petition for Probate? Have you considered other options? Assuming, Probate is the only answer, the following is a simplified overview of the California Probate process. Initiating the Probate Process… Read More »
Common Employment Issues Faced By California Businesses
We have invited employment law attorney Andrea Paris to explain certain employment issues that many of our estate planning clients face today. Andrea Paris advises and represents small to medium sized businesses in employment matters. She takes a holistic approach to helping businesses and individuals navigate complex employment laws and resolve disputes with an… Read More »
Super Lawyer Magazine selects both John L. Wong and Anh P. Tran as 2018 Rising Stars
Super Lawyer Magazine selects both John L. Wong and Anh P. Tran as 2018 Rising Stars in Estate Planning and Probate Super Lawyers Magazine selects both John L. Wong and Anh P. Tran as two of the top attorneys under 40 in 2018. Super Lawyers Magazine recognized only 47 attorneys in California in the area of… Read More »
Estate Planning for Physicians
Estate Planning for Doctors Estate planning for everyone is important. However, for physicians, estate planning becomes even more important for three reasons: 1) Asset Protection or Liability Protection; 2) Proper Structuring of Your Professional Practice; and 3) Tax Planning for High Wage Earners and Larger Estates. Estate Planning Basics As stated above, estate planning for… Read More »
Do You Need to Update or Amend Your Trust? 6 Reasons to Amend Your Trust
Do You Need to Update or Amend Your Trust? So you’ve been proactive in creating a Trust for you and your loved ones, but is now the time to amend your Trust? Here are 6 reasons to amend your Trust: 1. Your Children Are Now Adults Most people first consider estate planning when they have young children. … Read More »
Tax Reform Basics – The Tax Cuts and Jobs Act
Tax Cuts and Jobs Act If you have turned on the radio or the TV in the past 12 months, you have probably heard about Tax Reform and President Trump’s “Tax Cuts and Jobs Act.” Regardless of your political perspective, the Tax Cuts and Jobs Act is the biggest tax reform in more than… Read More »
What You Need to Know to Keep Your House Out of Probate
What is Probate? Probate is the court supervised process of transferring your assets (e.g. your home) to your heirs upon your death. Why do you want to avoid Probate? Several reasons, but most notably: 1) it is expensive (approximately $30,000 for a $1 million home); 2) it takes between 1-2 years before your heirs… Read More »
