Case Study: Creating a Trust When Death Is Imminent

Case Study: Creating a Trust When Death Is Imminent

The decedent in this case was the mother of three adult daughters and a force to be reckoned with. She had been suffering with an aggressive and painful form of cancer for... Read more »
Stevenson Family Trust to Build 249 Apartments in Glendale

Stevenson Family Trust to Build 249 Apartments in Glendale

Robert and Stefanie Stevenson Family Trust plans to build a multifamily apartment complex at 4728 San Fernando Road in Glendale, according to plans filed in February with the City of Glendale’s Planning... Read more »
Case Study: Spouse’s Misappropriation of Trust Funds Doesn’t End Well

Case Study: Spouse’s Misappropriation of Trust Funds Doesn’t End Well

Did the Letter of Intent and Declaration of Gift Constitute a Valid Transmutation Agreement? The Letter of Intent our client’s mother and stepfather signed when executing their joint trust constituted a valid... Read more »
Does A Will Override A Trust In Northern California?

Does A Will Override A Trust In Northern California?

Trust and Will are both ways to distribute an estate after death. A Will is a legal document that describes who will inherit the assets, while a Trust involves transferring your assets... Read more »
Riverside Apartments with Golf Course Views Sell to Family Trust 

Riverside Apartments with Golf Course Views Sell to Family Trust 

CBRE arranged the sale of 1180 Central Ave., a seven-unit multifamily property in Riverside, to the Michael J. O’Neill and Jean A. O’Neill Trust for $2.21 million, or $315,000 per unit. The Kazanjian... Read more »
Firm Sponsors Hawaii Tax Institute and USC Trust & Estate Conferences

Firm Sponsors Hawaii Tax Institute and USC Trust & Estate Conferences

For the first time, Keystone sponsored and exhibited at the 60th Annual Hawaii Tax Institute Conference, the nation’s premier tax and wealth transfer conference. Held in Honolulu from November 5-9, the conference... Read more »
Does A Will Override A Trust In Northern California?

How To Put A Home In A Trust In California? [3 Step Process]

Securing your home for your beneficiaries through a trust is a wise decision. Specifically if you want to save the beneficiaries from the years of the probate process. Some individuals don’t go... Read more »
LA Could Redevelop Skid Row Housing Trust Properties

LA Could Redevelop Skid Row Housing Trust Properties

Los Angeles is hemorrhaging millions of dollars to bail out the Skid Row Housing Trust — and may spend another $70 million to redevelop its oldest and most troubled buildings. The city... Read more »
Point, Redwood Trust issue 9M home equity investment securitization

Point, Redwood Trust issue $139M home equity investment securitization

Redwood Trust and home equity fintech lender Point have closed on a $139 million bond secured by 1,577 home equity investment (HEI) contracts. The two companies issued the first-ever securitization backed entirely... Read more »
NAR partners with IRAR Trust Company to offer retirement plans to its members

NAR partners with IRAR Trust Company to offer retirement plans to its members

The National Association of Realtors (NAR) just made IRAR Trust Company (IRAR) its preferred provider for self-directed retirement plans, the trade organization announced on Tuesday. IRAR will provide “self-directed individual retirement accounts... Read more »