Trust administration in California is more complicated than many people realize. So, when deciding whom to name as your administrator, you may want to explore other options besides a close family member or your best friend. In my experience as a Menlo Park trust attorney, I’ve actually found that the best place to start is […]

If you have lost a loved one and are now attempting to close out their estate, we are sorry for your loss and we understand how frustrating the process can be. The steps to take after the loss a loved one can be overwhelming, but requesting a death certificate is a great place to get […]

If you invest in real estate, you need to know the rules regarding “dealer” status.  If you are classified as a dealer, you cannot take advantage of tax deferred exchanges.  Furthermore, your income from the sale of properties will be taxed at ordinary income tax rates instead of the more favorable capital gains rates.  Here […]

As a lawyer with extensive trust administration experience in San Mateo County, I have seen that the death of a loved one, particularly if the deceased is a spouse or parent, is one of the most difficult periods in a person’s life. At a time when the survivor is already struggling with loss and grief, […]

It is never pleasant when a business downturn requires you to lay off employees.  Particularly if you expect a turnaround, you may be thinking that a short-term furlough (working 4 days a week instead of 5) would be a better option for all parties: you get the needed cost reduction, and your employees aren’t completely […]