When someone dies with a trust, the successor trustee is required to marshal and manage the trust assets in accordance with...
The Internal Revenue Code imposes a significant tax on the transfer of a person’s estate by gift during life or at...
Happy New Year! January is upon us again. It is a new year and new decade! Don’t wait to complete your...
Our firm often prepares estate plans for blended families or for spouses that each have children from separate relationships. In blended...
It is not unusual for an estate planning attorney to come across an estate plan that clients drafted themselves. Drafting your...
The Uniform Prudent Investor Act of the California Probate Code sets forth specific rules regarding the duties and responsibilities of a...
The Federal Estate Tax law provides every person a credit against payment of the estate tax. At present, that credit allows...
When planning your estate, the question of who to appoint as your trustee can be a difficult one. After all, this...
A Special Needs Trust (SNT) is a trust designed to preserve government benefits for disabled individuals. There are two types of...
It is not uncommon for estate planning and probate attorneys to encounter cases where an individual dies without a Will because...
It's graduation season and an exciting time for grads and their parents. Soon they will be off to college and embarking...
If you are a homeowner, it is likely that at some point you will think of downsizing. This may occur when...
At Chauvel & Glatt, we encounter clients that are halfway through the administration of an estate and realized they made the...
In the current real estate market, it is difficult if not impossible for young individuals to purchase a home on their own. Often...
Typically, a conservatorship is necessary when a Conservatee did not create a proper and complete estate plan. By failing to do...
We often encounter married clients who have revocable trusts prepared years ago which mandate creation of multiple trusts at the death of the...
Digital assets as defined in the California Probate Code are “electronic record(s) in which an individual has a right or interest.” Cal. Probate Code...
A properly prepared estate plan will allow you to designate specific beneficiaries for all your assets, appoint trustees to manage your assets in...
Many Bay Area people collect valuable personal property such as cars, motorcycles, musical instruments, jewelry, and/or fine art. These items need...
For anyone that is a trustee of a trust or power of attorney for a principal, you know that you have quite a...
November is upon us, 2017 will soon come to an end. Often times in January, we encounter clients whose New Year...
Bringing a new addition into the family is a milestone which necessitates that you revisit and revise your estate plan. If you...
What are the consequences where a person executes a trust or will and subsequently marries but fails to revise the trust or will...
For most individuals in the bay area, complete estate planning requires a Trust, Will and Powers of Attorney for health care and property. A common...
If you have more than one child, often, one or more of your children will wish to take title to your...
In 2015, California passed a law allowing Revocable Transfer on Death Deeds. This law allows an individual during his/her lifetime to...
During one’s lifetime, we often experience a change in marital status, become parents, uncles, aunts or grandparents. When these events happen,...
When a trustor passes away and a trust becomes irrevocable, modification or termination of the irrevocable trust is not permitted without court approval....
Complete estate planning which includes a trust, will and powers of attorney for health care and property is not only important to protect your...
In our review of estate plans that predate 2011, many trusts for married couples consist of a survivor’s and decedent’s trust at the death of...
Rarely in the past 30 years has Congress made any significant changes to the basic laws of estate planning. But recently...
The bay area is home to many savvy real property investors who will often transfer their real properties into legal entities for...
Since Congress established the EB-5 Program in 1990, individuals interested in investing capital into the U.S. can do so and enjoy...
As estate planning attorneys, one of the most frequently asked questions we receive is, “when do I need estate planning?” After seeing...
It’s been a week since the passing of legendary singer Prince. In recent news, a petition for the administration of his...
In our current generation, there are many individuals taking care of both their parents and minor children. These individuals are sometimes...
When a loved one passes away, it is often a difficult and stressful time for the family members. The administration of their...
A CUTMA bank account is set up for the benefit of a minor child that must be distributed when the child...
A new year is right around the corner! Perhaps during 2015 your New Year resolution was to finalize your estate planning. If...
California recently passed a law allowing Revocable Transfer on Death Deeds. This new law is to take effect after January 1,...
On October 5, 2015, Governor Brown signed the End of Life Option Act allowing adults who meets certain qualifications and are...
How much does probate cost in California? Having your estate probated in California can be very expensive and time consuming. By working with...
On June 26, 2015, the U.S. Supreme Court ruled in Obergefell v. Hodgesthat a state’s ban of same sex marriage is unconstitutional,...
When considering your estate planning, you will designate trustees to oversee your assets such as real property, bank accounts, stock accounts, or...
When considering your estate planning, don’t forget the nomination of a conservator. Nominating a conservator ahead of time can save time and...
Trusts are funded with real property and personal property such as bank or stock accounts. A Will may be in place which provides for a...
For many, having children is a driving factor in starting estate planning. However, you should never wait until you have children to...
When thinking about your estate planning, the first thing that may come to mind are your real property, personal property, savings and...
When considering estate planning, sometimes it may be difficult to decide whether you need a Will, or both a Will and a Trust....
On Tuesday, February 24, 2015, Ron Chauvel and associate Angel Riley appeared as guests on the Chinese radio show known as...
A Charitable Remainder Trust (“CRT”) allows the creators to gift assets to a charitable organization of their choice while retaining the right to...
When creating your Trust, it goes without saying that you spend a considerable amount of time selecting a trusted family member or...
2014 is coming to an end and at some point we all create New Year resolutions. One of your New Year...
A charitable remainder trust is a trust which allows the creators to provide assets to a charitable organization and at the same time...
Ron Chauvel, a seasoned estate planning attorney at Chauvel & Glatt, LLP., has assisted clients with various family and health situations. Over the years,...
Change is inevitable. In terms of your estate planning, change is often unavoidable. Over time a number of things can happen: your...
On November 13, 2014, our partner April Glatt will be co-hosting an educational panel -Women are living longer. Are you prepared? ...
Commentary on "Robin Williams' Estate Plan Spares His Heirs a Lot of Drama" California has very specific probate laws and having a will alone is...
As trustee of your revocable trust, you have the right to take assets in and out of your revocable trust. Most likely,...
Do you have a spouse who is a non-U.S. citizen? If so, you may need a special type of trust. The federal...
The primary purpose of a Special Needs Trust (SNT) is to preserve government benefits for disabled or aged beneficiaries. In order to...
In need of an attorney for your pet’s trust? Chauvel & Glatt partner and estate planning attorney April Glatt is featured in...
School's out for summer ... and summer means vacation time! Many of our clients come to us for their estate planning, to...
Building a trust, will or power of attorney? Read the Nightly Business Report's story on The 5 Biggest Estate-Planning Blunders. Chauvel...
Have you thought about who will take care of your pet after you pass away? It is fairly common these days...
Many people are under the assumption that once their trusts are executed, they do not worry about transferring their assets to the trust....
Does your estate plan ensure your assets go to your intended beneficiaries and help them avoid the probate process? Consider the points below: 1. If you...
Question: I want my car to go to my son after my death. What paperwork do I have to submit to keep...
Question: I lived in Montana for most of my life, until my wife and I retired and moved to California earlier this...