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A favorite gimmick of estate planning articles today are based on numbers – “8 things to protect your assets,” “10 Steps to write your will“, “6 Reasons to update your Trust,” etc. My favorite read is “17 Reasons to Update your Will” – thank you San Francisco Symphony!  If this wasn’t the exact area of...
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Obergefell v. Hodges was no doubt one of the U.S.’s most important pieces of legislation if we truly are to be a country where all are created equal. As an attorney who is frequently sifting through the complexities of trusts, wills, and California intestacy laws, I wanted to know how Obergefell v. Hodges would change...
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What do you do if you inherit a home in the SF Bay area that is not titled in the name of a trust? By now, you are most likely aware that in order to transfer the title of the home’s deed, the property will have to go through probate. With real estate values at...
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While almost everyone has heard of Duke University, many are not familiar with the family who gave the prestigious school its name – in particular, the infamous heiress Doris Duke. For those of you who have not heard the name, or may need a reminder, Doris Duke was the daughter of tobacco industry titan James...
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