In the wake of COVID -19, many events and milestones have been disrupted; but the monumental milestone of completing high school, receiving a diploma, and when the time comes, heading off to college, is still in the near future for our Seniors.
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Serving as a trustee for a trust administration can be a challenging and demanding task. Often, individuals will appoint family members to serve as trustees. Other times, individuals may appoint licensed fiduciaries. In both scenarios, the California Probate Code allows a trustee
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Update: The recording of the webinar has been posted: Save the date – on May 6 from 10 AM to 10:30 AM PDT, our attorney Angel Riley will give a free webinar on estate planning as part of the business essential online
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Here at Chauvel & Glatt, LLP, we see and recognize that frontline healthcare workers and first responders are risking their health and working tirelessly to battle COVID-19 and care for our community. To express our gratitude, we are offering a 10% discount
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Did your child recently attain the age of 18? For your child, it is the official rite of passage to adulthood. Legally, this milestone allows your child to sign a legal document, obtain a credit card, open new bank accounts or make
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For many of us during this shelter-in-place, the days are starting to blend together as we find new and creative ways to fill our time, learn new crafts, pick up new hobbies, and find ways to entertain and navigate homeschooling for the
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When someone dies with a trust, the successor trustee is required to marshal and manage the trust assets in accordance with the terms of the trust. In addition, the trustee has the responsibility to notify the beneficiaries of the death of the
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The Internal Revenue Code imposes a significant tax on the transfer of a person’s estate by gift during life or at death. However, every person has a credit against the estate tax which exempts roughly $11,200,000 of gift/inheritance transfers. In the case
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Happy New Year! January is upon us again. It is a new year and new decade! Don’t wait to complete your estate plan, start now so you can start off the year with the peace of mind that you have this task
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Our firm often prepares estate plans for blended families or for spouses that each have children from separate relationships. In blended families, spouses often elect to set up an estate plan where on the death of the first spouse, the surviving spouse’s
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