Association Links

• Tri-Valley Estate Planning Council
• Alameda County Bar Association
• Contra Costa County Bar Association
• Diablo Valley Estate Planning Council
• Tri-Valley Rotary
• Pleasanton Chamber of Commerce
• Tri-Valley Community Foundation

Newsletters

Summer 2009: Common Estate Planning Mistakes
Avoid These Financially and Emotionally Costly Errors

Spring 2009: Dangers in Naming Minors as Beneficiaries of Life Insurance and Retirement Accounts
Avoid Costly Problems and Nightmare Consequences

Winter 2009: Divorce and Estate Planning
Update your Estate Plan During the Dissolution Process

Nov & Dec 2008:  What is a Crummey Trust?
Gifting to Children While Maintaining Managerial Control

Sept & Oct 2008:  Vacation Homes
A Plan to Ensure Your Future Generations Enjoyment

July & August 2008:  Trust Mills
How Trust Mills Can Damage Your Estate Plan and Your Estate

June 2008:  Avoiding Real Property Tax Reassessments
How to Transfer Property and Keep Your Proposition 13 Value

May 2008:  Joint Tenancy
A solution that causes problems

April 2008:  How Do Pet Trusts Work?
Providing For The Care of Your Non-Human Beneficiaries

March 2008:  How Do Living Trusts Work Part II?
Preserve Management Control of Your Assets and Avoid Probate

January/February 2008:  How Do Living Trusts Work Part I?
Putting Down Your Intent For Your Assets on Paper

November 2007:  How Do Special Needs Trusts Work?
A Critical Trust to Protect Those Most in Need

October 2007:  How Does a Charitable Remainder Trust Work?
Reward Yourself with Tax Savings while Providing for Charity

September 2007:  Letters of Instruction - Your Legacy Document:
You Are More Than Your Net Worth

August 2007:  Durable Power of Attorney for Health Care (Part II):
Completing Your Advance Directive Is Only The First Step

July 2007:  Durable Power of Attorney for Health Care:
Ensure Your Ability to Participate in Your Own Health Care Decisions Even if You Are Seriously Ill or Unconscious

June 2007:  What Are The Duties of a Successor Trustee?
What You Should Know If You Are Named as a Successor Trustee of Another's Revocable Living Trust

May 2007:  Durable Power of Attorney for Finances. A Critical Document You Need To Avoid A Conservatorship

April 2007:  Nominating Guardians for Your Children.
Do Not Let The Court Decide Who Will Care For Your Children.

March 2007:  Irrevocable Life Insurance Trusts
How They Work To Avoid Paying Policy Proceeds to Uncle Sam.

February 2007:  Estate Planning for Non-US Citizens
Estate and Gift Tax Considerations for Non-Citizen Spouses.

January 2007:  How Does Probate Work
What is Probate and Why You Should Avoid It.
Probate is the process of transferring the assets...