Past Newsletters

2020 Trusts and Estates Newsletter

March 20, 2020

Full 2020 Trusts and Estates Newsletter
pdf

2020 Estate & Gift Tax Inflation Adjustments
pdf

Changes to Retirement Account Rules
pdf

Assisting a Child with the Purchase of a Home
pdf

California State Domestic Partnership Expanded
pdf

The Small Estate Limit Has Increased
pdf

The Expanding Definition of Parentage
pdf

2019 Trusts and Estates Newsletter

April 1, 2019

Full 2019 Trusts and Estates Newsletter
pdf

Uniform Trust Decanting Act: Another Option To Modify The Terms Of An Irrevocable Trust
pdf

Selecting Beneficiaries Of Your Retirement Plan: Should You Designate Your Children or the Trust?
pdf

More Guidance on Planning For Digital Assets
pdf

2018 Trusts and Estates Newsletter

February 25, 2018

Full 2018 Trusts and Estates Newsletter
pdf

Tax Reform
pdf

New Rules for Modification or Termination of Trusts
pdf

The Art of Choosing a Fiduciary
pdf

Creditor Access to a Beneficiary’s Trust
pdf

Attorney-Client Privilege
pdf