Generation Skipping Transfer Tax

Estate planning encompasses the idea of tax planning. That is to say, when creating an estate and preparing for the transfer of the assets of that estate, whether the transfer is while the testator is alive or has passed, the person crafting the will or trust should consider the tax consequences of transferring property. Hayward […]

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Wills and Divorces

Tom is a wealthy tech executive living in the Bay area. He is in his mid 60s and recently married his fifth wife, a woman named Kate whom he met while he was on a cruise and she was working as a barista. After getting to know each other on the boat, they started dating […]

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Abatement

Suppose a technology executive lives the highlife. His limousine picks him up daily from his swanky suburban Bay Area home to his office on Sandspoint Boulevard. He has a yacht out in the Bay where he spends weekends and sometimes uses it to travel the world. His family is known to vacation in Central America […]

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Undue Influence

A common scenario is one in which an elderly parent passes and leaves a will that strongly favors one child over another child. In theory, a person can draft a will in any way that he or she chooses, which includes strongly favoring one child or one grandchild over another. In reality, when a will […]

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