Please join us on Wednesday, September 2nd from 12:00pm – 12:30pm for our vlog on Planning for a Loved One with Special Needs and The CalABLE Act hosted by attorneys Bob Vale and Karishma Patel! To register for this vlog, please click...
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...
On Wednesday, August 12th, McDowall Cotter will be hosting a vlog 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...
BIG CHANGES FOR PROPOSITION 13 Proposed for November 2020 If you own real estate in California and were planning on passing the property to your children or if you own or lease commercial or industrial property, significant tax increases may be coming your way. Please...
Please join us for our vlog on What we Parents Worry About – Keeping In-Laws from Becoming Out-Laws from 12:00pm – 12:30pm on Wednesday, July 29th! During this vlog, you will learn about protecting your children, spouse and your assets in the event of incapacity or...