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Estate Planning › Domestic Partnership

Estate Planning is a process where individuals prepare or plan for the settlement of their personal affairs in the event of incapacitation or death. Estate plans typically include provisions relating to the... more +
Estate Planning is a process where individuals prepare or plan for the settlement of their personal affairs in the event of incapacitation or death. Estate plans typically include provisions relating to the disposition of assets, guardianship of minor children, and appointment of representatives to make medical and financial decisions. Effective estate planning can decrease tax liability and facilitate the probate process.  less -
Dunlap Bennett & Ludwig PLLC

When Do I Need A Living Trust In Washington?

Dunlap Bennett & Ludwig PLLC on

A living trust, also known as an “inter vivos” trust, is a trust that you create while you are still living. Trusts can be understood as a type of contract between the funder of the trust (“trust grantor”), the trustee, and...more

Ruder Ware

Estate Planning Considerations for Unmarried Individuals

Ruder Ware on

Estate planning is a process that must be customized to fit each individual’s unique situation.  Each individual has their own priorities and issues to address.  The priorities and issues for an unmarried individual are often...more

Burns & Levinson LLP

Planning Considerations for Same-Sex Spouses in the Event of Divorce or Death

Burns & Levinson LLP on

Marriage has always been governed by state law, and it is only in very recent history that select states began revising their definitions of marriage to acknowledge the rights of all couples to be married. While Massachusetts...more

Downey Brand LLP

Marvin Claims Between Unmarried Partners Will Abound in Post-Marriage California – A Conversation with Jeffrey Makoff

Downey Brand LLP on

On November 20, 2019, California attorney Jeffrey T. Makoff presented to the Sacramento Estate Planning Council on the topic: “Welcome to the Post-Marriage World: How to Plan for a Generation That Says ‘I Don’t.’” Jeff...more

Downey Brand LLP

California Legislature Cracks Down on Caregivers Who Marry Dependent Adults

Downey Brand LLP on

Many California financial elder abuse cases we see involve caregivers. While the vast majority are honest, a caregiver who spends many hours alone with a vulnerable client has a unique opportunity to exploit the situation. A...more

Downey Brand LLP

Probate Code Section 859 Provides a Double Size Hammer

Downey Brand LLP on

What do you do if someone steals money or property from a trust or estate? California Probate Code section 850 allows you to ask the Superior Court to order the thief to give the money or property back. To discourage such...more

Adler Pollock & Sheehan P.C.

Addressing adopted children or stepchildren in your estate plan

Adler Pollock & Sheehan P.C. on

Families that have children who are adopted, or stepchildren who haven’t been legally adopted, face unique estate planning challenges. Additional consideration must be taken when a family includes an unmarried couple in a...more

Holland & Knight LLP

United States v. Windsor: A New Direction in Planning for Same-Sex Couples

Holland & Knight LLP on

On June 26, 2013, the U.S. Supreme Court in United States v. Windsor1 overturned Section 3 of the Defense of Marriage Act ("DOMA"), which had defined marriage as a union between a man and a woman.2 As a result, married...more

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