Qualified Personal Residence Trusts in California: The Smart Strategy That Can Backfire

Qualified Personal Residence Trusts in California: The Smart Strategy That Can Backfire

By Dustin MacFarlane, California State Bar Certified Specialist in Estate Planning, Trust & Probate Law Sacramento, California PRIMARY KEYWORDS: California QPRT, Qualified Personal Residence Trust California, estate planning Sacramento, irrevocable trust California,... Read more »
Qualified Personal Residence Trusts in California: The Smart Strategy That Can Backfire

Trust Assets in California Estate Planning: The Hidden Risks That Can Change Your Outcome

By Dustin MacFarlane, California State Bar Certified Specialist in Estate Planning, Trust & Probate Law Sacramento, California PRIMARY KEYWORDS: California irrevocable trust, estate planning Sacramento, trust assets California, funding a trust California,... Read more »
Related California Gets Planner Approval for Newport Condos

Related California Gets Planner Approval for Newport Condos

A theater with more than a half-century of history in Newport Center could soon become rubble.  The Newport Beach Planning Commission approved a plan for a development from Related California that would... Read more »
Qualified Personal Residence Trusts in California: The Smart Strategy That Can Backfire

Modifying or Ending a Trust in California: Why It Is Harder Than You Think

By Dustin MacFarlane, California State Bar Certified Specialist in Estate Planning, Trust & Probate Law PRIMARY KEYWORDS: modify trust California, revoke trust California, California trust termination, estate planning Sacramento, irrevocable trust California... Read more »
Qualified Personal Residence Trusts in California: The Smart Strategy That Can Backfire

Long-Term Trust Administration in California: The Hidden Risks That Cost Families Thousands

By Dustin MacFarlane, California State Bar Certified Specialist in Estate Planning, Trust & Probate Law PRIMARY KEYWORDS: long-term trust administration California, trustee duties California, estate planning Sacramento, California trust administration, trustee responsibilities... Read more »
Qualified Personal Residence Trusts in California: The Smart Strategy That Can Backfire

Estate Planning and Family Law in California: Why Your Trust Can Fail If You Ignore This

By Dustin MacFarlane, California State Bar Certified Specialist in Estate Planning, Trust & Probate Law PRIMARY KEYWORDS: California estate planning family law, divorce estate planning California, blended family trust California, community property... Read more »
Qualified Personal Residence Trusts in California: The Smart Strategy That Can Backfire

Premarital Agreements and Estate Planning in California: Why Your Prenup and Trust Must Work Together

By Dustin MacFarlane, California State Bar Certified Specialist in Estate Planning, Trust & Probate Law PRIMARY KEYWORDS: California prenuptial agreement estate planning, prenup trust California, premarital agreement Sacramento, blended family prenup California... Read more »

Marriage and Estate Planning in California: Why “Our Assets” Doesn’t Mean What You Think

By Dustin MacFarlane, California State Bar Certified Specialist in Estate Planning, Trust & Probate Law PRIMARY KEYWORDS: California community property estate planning, marriage estate planning Sacramento, separate property vs community property, transmutation... Read more »

Death of a Spouse in California: What Actually Happens to Your Assets Under the Law

By Dustin MacFarlane, California State Bar Certified Specialist in Estate Planning, Trust & Probate Law PRIMARY KEYWORDS: death of spouse California, surviving spouse rights California, California intestate succession, community property death California... Read more »

Permanent Trusts in California: The “Set It and Forget It” Myth

By Dustin MacFarlane, Estate Planning Attorney Sacramento, California Quick Answer: Are Permanent Trusts “Set It and Forget It”? No. Permanent trusts (also called irrevocable trusts or dynasty trusts) require precise drafting, ongoing... Read more »