Linda Varga
Exploring Alternatives to Conservatorship: Weighing Your Options
conservatorship, power of attorney, health care directive, HIPAA,
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Los Angeles Probate, Estate & Tax Blog
Recent developments in Probate, Estate and Tax Law.
Los Angeles Probate, Estate & Tax Blog
Recent developments in Probate, Estate and Tax Law.
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Linda Varga
May 7, 20234 min read
The Importance of Estate Planning for Unmarried Cohabitating Couples
estate planning for unmarried cohabitating couples
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Linda Varga
Feb 25, 20204 min read
Amending Your Trust to Take Full Advantage of the Estate Tax Exemption & Eliminate Capital Gains.
A simple trust amendment allowing for a “QTIP” election could save a Trust's beneficiaries significant amounts in capital gains.
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Linda M. Varga
May 27, 20193 min read
Three Signs You Need to Update Your Estate Plan
Neglected estate plans not only jeopardize a clients’ estate planning wishes but may also negatively impact their loved ones, not to mention
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Henry J. Moravec III
May 27, 20194 min read
Estate Planning for the Non-Citizen Non-Resident
When their U.S. citizen children were advised that each parent was only entitled to a $60,000 estate tax exemption and that the estate would
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Henry J. Moravec III
Aug 7, 20184 min read
Reducing Capital Gains Tax
In this new era of a significantly increased estate tax exclusion (over $11 million per person) and the option to elect “portability,”[1]...
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Linda M. Varga
Jul 30, 20183 min read
Could Your Children Be Missing Out on Your Property Tax Exemption?
Often a client wishes for one or more of his children to receive the family home or other real property as part of their inheritance,...
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Henry J. Moravec III
Apr 9, 20183 min read
The $11.2 Million Dollar Estate Tax Exemption and what it means for you.
The biggest change in 2018 to the Trusts & Estate law is the ballooning estate tax exemption. From 2017 to 2018 the exemption doubled...
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Linda M. Varga
Mar 10, 20185 min read
California Estate Planning for Digital Assets: What You Need to Know
What happens to your Facebook account when you die? What about any money you left in your iTunes account? Or the pictures and other files yo
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Henry J. Moravec III
May 28, 20165 min read
What Happens When Real Property is Only Listed on a Schedule to a California Trust and No Deed is Signed? Understanding the Heggstad Petition.
Estate planning using a living trust is a common tool in California to avoid the costly and time-consuming probate process. A trust can...
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