Los Angeles Probate And Trust Lawyer Blog — Published by Santa Monica, California Estate Planning, Probate and Administration Lawyer — Jan Morrison
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Law Office of Jan Morrison
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Law Office of Jan Morrison
Jan Morrison
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Los Angeles Probate And Trust Lawyer Blog — Published by Santa Monica, California Estate Planning, Probate and Administration Lawyer — Jan Morrison | losangelesprobateandtrustlawyer.com Reviews
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Los Angeles Probate And Trust Lawyer Blog — Published by Santa Monica, California Estate Planning, Probate and Administration Lawyer — Jan Morrison
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Who Will Get Your Property? — Los Angeles Probate And Trust Lawyer Blog
https://www.losangelesprobateandtrustlawyer.com/2011/05/people-usually-do-not-grasp.html
Los Angeles Probate And Trust Lawyer Blog. Published By Jan Morrison. May 30, 2011. Who Will Get Your Property? People usually do not grasp the unintended consequences of who their property will be distributed to upon their death without an estate plan. And my client did not have a community property. Interest in any his assets. The man did not have an estate plan. Under the laws of intestate succession. On another occasion, I met with a successful single man who was interested in estate planning. He...
FEDERAL ESTATE TAX EXEMPTION UPDATE — Los Angeles Probate And Trust Lawyer Blog
https://www.losangelesprobateandtrustlawyer.com/2009/10/federal-estate-tax-exemption-u.html
Los Angeles Probate And Trust Lawyer Blog. Published By Jan Morrison. October 19, 2009. FEDERAL ESTATE TAX EXEMPTION UPDATE. As 2010 looms near, our law office has received multiple inquiries about the status of the federal estate tax exemption. For the upcoming years. Generally, federal estate taxation pertains to the amount of tax your estate will be liable for at your death. Under the Economic Growth and Tax Relief Reconciliation Act of 2001. Here is a summary of some of those options:. B) The exempti...
Estate Planning Archives — Los Angeles Probate And Trust Lawyer Blog
https://www.losangelesprobateandtrustlawyer.com/estate-planning
Los Angeles Probate And Trust Lawyer Blog. Published By Jan Morrison. April 19, 2014. Using Joint Tenancy with Real Property as a Probate Avoidance Device, Part 1. Many couples in California, married or not, hold title of their real property as joint tenants. Process and have been informed that holding property as joint tenants will avoid probate. Which it will, barring any other unusual issues. One such consequence is that a joint tenant cannot leave their interest in the jointly held property by Will.
Are you Expecting an Inheritance? Are You Depending on an Inheritance? — Los Angeles Probate And Trust Lawyer Blog
https://www.losangelesprobateandtrustlawyer.com/2014/04/are-you-getting-an-inheritance.html
Los Angeles Probate And Trust Lawyer Blog. Published By Jan Morrison. April 7, 2014. Are you Expecting an Inheritance? Are You Depending on an Inheritance? Evidently, these siblings were not only counting on and expecting a certain inheritance from their father, but they were depending on it. And that reminded me of an article posted in the Wall Street Journal. One or two years ago written by Anne Tergesen. And how to avoid them if desired, and limit any exposure to taxation. Or death. But then again...
Using Joint Tenancy with Real Property as a Probate Avoidance Device, Part 1 — Los Angeles Probate And Trust Lawyer Blog
https://www.losangelesprobateandtrustlawyer.com/2014/04/using-joint-tenancy-as-a-proba.html
Los Angeles Probate And Trust Lawyer Blog. Published By Jan Morrison. April 19, 2014. Using Joint Tenancy with Real Property as a Probate Avoidance Device, Part 1. Many couples in California, married or not, hold title of their real property as joint tenants. Process and have been informed that holding property as joint tenants will avoid probate. Which it will, barring any other unusual issues. One such consequence is that a joint tenant cannot leave their interest in the jointly held property by Will.
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Los Angeles Advance Health Care Directive Attorney :: Advance Health Care Directive :: Sherman Oaks, California Guardianship Lawyer
http://www.janmorrisonlaw.com/advance-health-care-directive.html
CONTACT US: 310.581.4934. Los Angeles Advance Health Care Directive Attorney Jan Morrison Home. Contact Sherman Oaks, California Guardianship Lawyer Jan Morrison. Advance Health Care Directive. Advance Health Care Directive. The AHCD can be revoked by you at any time. If you do not revoke the AHCD, it will remain effective indefinitely except in the event that a termination date was specified in the document that predates your death. Free initial estate planning. Enter text from the image above. Contact ...
Los Angeles Estate Planning Lawyer :: Marital Deduction :: Redondo Beach, California Wills & Trusts Attorney
http://www.janmorrisonlaw.com/marital-deduction.html
CONTACT US: 310.581.4934. Los Angeles Estate Planning Lawyer Jan Morrison Home. Contact Redondo Beach, California Wills and Trusts Attorney Jan Morrison. When a decedent dies, an estate tax will be due on the value of their estate that exceeds the unified credit. Tax, Portability and Exclusion Planning for 2014 Plus Pros and Cons of Portability. Free initial estate planning. Enter text from the image above. Please enter the text from the image on the left. Overview of Estate Planning.
Santa Monica, California Estate Planning Lawyer :: Alternatives to Comprehensive Estate Planning to Avoid Probate :: Beverly Hills, California Probate Attorney
http://www.janmorrisonlaw.com/alternatives-to-comprehensive-estate-planning-to-avoid-probate.html
CONTACT US: 310.581.4934. Santa Monica, California Estate Planning Lawyer Jan Morrison Home. Contact Beverly Hills, California Probate Attorney Jan Morrison. Alternatives to Comprehensive Estate Planning to Avoid Probate. Alternatives to Comprehensive Estate Planning to Avoid Probate. Assets with Beneficiary Designations. Pay on Death Accounts. Holding property with others or "joint tenancy" tenants with right of survivorship avoids probate. California law provides that property held as joint tenants...
Los Angeles Living Trust Attorney :: Revocable (Living) Trusts :: Palos Verdes Estates, California Estate Planning Lawyer
http://www.janmorrisonlaw.com/revocable-living-trusts.html
CONTACT US: 310.581.4934. Los Angeles Living Trust Attorney Jan Morrison Home. Contact Palos Verdes Estates, California Estate Planning Lawyer Jan Morrison. A properly funded living trust will avoid probate. The probate threshold in California is $150,000. If the aggregate value of your probatable assets is greater than $150,000, a probate will be necessary. Probate costs and fees are anywhere between 3%-5% of the estate's fair market value. Debts and liabilities are not deducted from the fai...A living ...
Los Angeles Gift Tax Exemption Attorney :: Lifetime Gifts Using the Annual Gift Tax Exclusion :: Torrance, California Estate Planning Lawyer
http://www.janmorrisonlaw.com/lifetime-gifts-using-the-annual-gift-tax-exclusion.html
CONTACT US: 310.581.4934. Los Angeles Gift Tax Exemption Attorney Jan Morrison Home. Contact Torrance, California Estate Planning Lawyer Jan Morrison. Lifetime Gifts Using the Annual Gift Tax Exclusion. Lifetime Gifts Using the Annual Gift Tax Exclusion. For some people with larger estates, the $5,340,000 federal estate tax exemption. And Planning with FLPs and LLCs. Making the most of the unified credit. Gifts to spouses are not taxable under the marital deduction. The annual exclusion to a donee from a...
Los Angeles Trusts & Estates Attorney :: Practice Areas :: North Hollywood, California Estate Planning Lawyer
http://www.janmorrisonlaw.com/practice-areas.html
CONTACT US: 310.581.4934. Los Angeles Trusts and Estates Attorney Jan Morrison Home. Contact North Hollywood, California Estate Planning Lawyer Jan Morrison. Overview of Estate Planning. Lifetime Gifts Using the Annual Gift Tax Exclusion. Planning Using Family Partnerships and Limited Liability Companies (FLPs and LLCs). Planning for Registered Domestic Partners. Alternatives to Comprehensive Estate Planning to Avoid Probate. Durable Power of Attorney. Advance Health Care Directive.
Culver City, California Wills & Trusts Lawyer :: Forms :: Torrance, California Probate Attorney
http://www.janmorrisonlaw.com/forms.html
CONTACT US: 310.581.4934. Culver City, California Wills and Trusts Lawyer Jan Morrison Home. Contact Torrance, California Probate Attorney Jan Morrison. Estate Planning Worksheet for Married Couples. Estate Planning Worksheet for Single Individuals. Estate Planning Worksheet for Unmarried Couples. Free initial estate planning. Enter text from the image above. Please enter the text from the image on the left. Overview of Estate Planning. Lifetime Gifts Using the Annual Gift Tax Exclusion.
Santa Monica, California Trusts & Estates Lawyer :: Planning Using Disclaimers :: West Los Angeles, California Estate Planning Attorney
http://www.janmorrisonlaw.com/planning-using-disclaimers.html
CONTACT US: 310.581.4934. Santa Monica, California Trusts and Estates Lawyer Jan Morrison Home. Contact West Los Angeles, California Estate Planning Attorney Jan Morrison. The Disclaimer is a valuable estate planning tool that can be used to adjust for unforeseen consequences of an estate plan and to achieve optimum tax results. Where the marital disposition contains provisions or powers that would otherwise disqualify the gift from the marital deduction exemption. The disclaimed interest passes either t...
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Los Angeles Probate Attorney | Mansell & Mansell, APC
4 Mistakes to Avoid in Hiring a Probate Lawyer. Call for a Free Consultation. Our team will evaluate your situation right away. Fill Out an Evaluation Form. Let our experienced lawyers guide you through this difficult process. Talk with our firm today about your case. Trusted Probate Attorneys in Los Angeles. For a free case evaluation. Over the phone or at our Los Angeles office location. Call (323) 208-3501! Why choose Mansell and Mansell, APC over other probate law firms in Los Angeles? Your case will...
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Los Angeles Probate And Trust Lawyer Blog — Published by Santa Monica, California Estate Planning, Probate and Administration Lawyer — Jan Morrison
Free Initial Consultation: 310.581.4934. Tap Here To Call Us. Los Angeles Probate And Trust Lawyer Blog. Los Angeles Probate And Trust Lawyer Blog. Published By Jan Morrison. May 10, 2014. Using Joint Tenancy with Real Property as a Probate Avoidance Device, Part 2. Although, joint tenancy. Holding property as joint tenants may also have adverse and unexpected consequences. First, a little primer on basis. To understand what is meant when we speak about your basis in property. May 10, 2014. April 19, 2014.
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