Orange County Estate Planning Lawyer BlogEstate Planning
Estate Planning
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THREE TAXES IN TRUSTS AND ESTATES
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YOU WILL NEED TO FUND YOUR LIVING TRUST
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THE ESTATE PLANNING PROCESS WITH YOUR LAWYER
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FREQUENTLY ASKED QUESTIONS REGARDING ESTATE PLANNING
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OVERVIEW OF ESTATE PLANNING By: David L. Crockett, Attorney, CPA UCLA Law School , J.D. ’69, UC Berkeley. B.S. ’66
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COMPARISON OF WILLS & TRUSTS
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NAMING YOUR TRUST
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PROFESSIONAL FIDUCIARY AS TRUSTEE
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Trust Positions Descriptions
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How to Transfer Bank Accounts into Your Living Trust
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HOW TO ACCESS CASH ON DEATH (CASH AVAILABILITY PLANNING)
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Second Spouse Trust Planning
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CORONAVIRUS PANDEMIC ESTATE PLANNING
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Trust Distributions (when do I get my money?)
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Estate Planning Where Lack of Mental Capacity
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Guardianships For Children
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Probate Counting of Pre-Death Transfers
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Does Everybody Have to Know About the Trust?
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Don’t Give Away the House Too Soon
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Estate Planning – Successor Trustees
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Estate Planning – Who Are My Children?
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Is My Inheritance Taxable
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Inheritance Rights For Children
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Taxation of Family Limited Partnerships
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Taxation of Irrevocable Trusts
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Living Trust Taxation
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Outdated Estate Plan Review, Trust Review
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Qualified Domestic Trust
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Grantor Trust – Intentionally Defective Grantor Trusts
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Generation Skipping Trust
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Charitable Remainder Trust
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Allowing Some Children to Live in Mom’s House Messes Up Other Kids Inheritance
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Federal Estate Taxes & Gift Taxes
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Irrevocable Life Insurance Trusts for Asset Protection
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Wills – Omitted Children Anxiety
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Estate Planning Dangers in Deeding Property
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New Wife Convinced Husband to Leave Estate to Her Which Cut Out His Children
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Life Insurance Trusts
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Trusts for Special Needs of Disabled Persons
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Trusts Used to Control Assets
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TRUSTS-BASIC INFORMATION
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Probate – Joint Tenancy an Alternative to Probate
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Probate Mandatory Fees are High
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Revocable Living Trusts – For Single Persons
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Estate Planning Documents
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Revocable Living Trusts – For Married Persons
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Estate Planning
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Passing Without Any Will
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Will Terminology
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How to Make a Will
