Essential Functions of Being a Trust Protector

Article, Estate Planning

Essential Functions of Being a Trust Protector A Trust protector is an independent third party, who does not benefit from changes they make to the Trust. They may be an individual, such as a trusted family member or friend; or they can be a corporate fiduciary.  Trust...

A Will or a Trust – That is the Question

Article, Estate Planning, wealth preservation

A WILL OR A TRUST – THAT IS THE QUESTION When a couple with young children approach estate planning for the rst time, the rst hurdle in the planning process is to determine what type of estate plan to use: one that is based on a Will or one that is based on a...

WEBINAR – Advanced Topics in CA Property Tax – Using Legal Entities to Get Real Property to the Kids with Lower CA Property Taxes – McDowall Cotter 4/8/2020 12:00pm

On Wednesday April 8, McDowall Cotter will be hosting a webinar on “Advanced Topics in CA Property Tax – Using Legal Entities to Get Real Property to the Kids with Lower CA Property Taxes”. Feel free to join us for this seminar discussing property assessment, how the...

How to Act as a Successor Trustee Q&A – McDowall Cotter Mountain View 3/12/19 8:30 AM

On Tuesday, March 12th, 2019 from 8:30am to 9am at our Mountain View Satellite Office located at 800 W El Camino Real, Suite 180, Mountain View, our lawyers will be available to answer all of your questions about How To Act as a Successor Trustee. During this time,...

Property Taxes – Planning for the Family’s Crown Jewel(s) Q&A – San Mateo

Property Taxes and Planning for your family. On Friday January 11th 2019 from 8:00am to 9am at our San Mateo office located at 2070 Pioneer Court,San Mateo our lawyer will be available to answer all your questions about property taxes and planning for your family....