Are you a bad person for wanting to disinherit a son, daughter, or family member who would otherwise have a stake in your property at your death? Definitely not. Disinheritance actually happens more often than you think. You can effectively disinherit an heir by clearly stating your intent to do so in your will or […]
Should you liquidate your trust to take advantage of the new federal estate tax exemption? You may not need to. Not immediately, anyway. As 2012 came to a close, there was some worry that the generous federal tax gift exemption would fall off of the fiscal cliff, leaving many estates vulnerable to the 35% federal […]
Big businesses routinely have succession plans in place. Do smaller family-owned businesses? Infrequently, which is surprising and unfortunate. Without well thought-out succession plans in place, many family-owned businesses cease to exist. To be sure, many family business owners would love to eventually “pass the torch” to a son or daughter. But what will happen in […]
Concerned that your loved one will not be able to see the Seven Wonders of the World? Fortunately, with the flexibility of creating a customized estate plan, travel can become a part of your legacy. As reported by the San Jose Mercury News in Inheriting Travel: Trusts Can Fund Trips for Heirs,* there are many […]
There are approximately 1,500 elderly and incapacitated adults whose lives and finances are overseen by Santa Clara County’s probate court. A recently concluded six-month Mercury News investigation found a small group of the county’s court-appointed personal and estate managers are handing out costly and questionable bills — and charging even more if they are challenged. (Full article: http://bit.ly/QJIURm) […]
First, the cause of death. Then, the arbitration clause. Now, the mysterious handwritten wills. The unraveling of Thomas Kinkade’s estate has been like a daytime drama, with his wife of 30 years and his girlfriend of 18 months pitched against each other. The “Painter of Light” apparently kept his family in the dark about two […]
Do you know how to shield your intra-family property transfers from being reassessed for property tax purposes? Understanding the law about exclusions from reappraisal is the first step towards avoiding an increase in property tax. In California, real property is reassessed at the market value if it is sold or transferred, and property taxes can sometimes increase dramatically […]
A charitable remainder trust (CRT) provides the ability to control income flow as needed, which is very helpful when it comes to retirement planning. Given the current economy’s uncertainty, many may be reluctant to make donations to charity in case they encounter cash-flow problems in the future. However, many charities are also facing financial setbacks […]
Your parents have always been put together and independent. However, as time passes and you notice them becoming forgetful or unable to handle their day-to-day affairs, you are unsure of how to proceed as their mental states begin to deteriorate. Should they be conserved? Generally, the legal definition of capacity is the mental ability to […]
Premarital, or prenuptial, agreements are usually associated with pre-marriage planning and divorce. However, they also provide several benefits for estate planning. Premarital agreements can protect one spouse from liability for the other spouse’s separate debts and help to implement other estate planning strategies. When premarital agreements and estate plans are considered in concert, couples can […]
LONICH PATTON EHRLICH POLICASTRI
1871 The Alameda, Suite 400, San Jose, CA 95126
Phone: (408) 553-0801 | Fax: (408) 553-0807 | Email: contact@lpeplaw.com
LONICH PATTON EHRLICH POLICASTRI
Phone: (408) 553-0801
Fax: (408) 553-0807
Email: contact@lpeplaw.com
1871 The Alameda, Suite 400
San Jose, CA 95126
Located in San Jose, Lonich Patton Ehrlich Policastri handles matters for clients in northern California, specifically San Jose and Silicon Valley. Our services are available to anyone within the following counties: Santa Clara, San Mateo, Contra Costa, Santa Cruz, Monterey, San Benito, and San Francisco. For a full listing of areas where we practice, please click here.
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