In local Los Angeles County and Orange County probate courts, filing is getting backed up. Dates for hearings involving trust, probate and other matters heard in Probate Court used to be set for hearing within a reasonable 30 to 45 day timeframe from date of filing. In the past few months, routine matters are now [...]
Estate Planning, Southern California Attorney
Category Archives: Uncategorized
Tax Season — Great Reminder to Consult with Professionals.
Tax season has fully descended upon all Americans. (Also, Girl Scout cookies as well. Girl Scout cookies are much more palatable!)
I received a complimentary copy of Roni Lynn Deutch's book, The Tax Lady's Guide to Beating the IRS and Saving Big Bucks on Your Taxes. For more information about Roni and her first book, you [...]
Joe Lumsdaine, Superlawyers 2009 & Lawyer of the Year
Dear Readers,
Our lead attorney for the probate, probate litigation and trust litigation team, Joseph A. Lumsdaine, was recently honored as both a Superlawyer 2009 by Southern California Lawyers and as Lawyer of the Year by the Southeast District Bar Association.
Joe has tremendous experience in these areas and is lead counsel on all complex matters involving [...]
End of the Year Gifts.
One of the best gifts to give your family is a well executed estate plan. This means having the right documents in place for your situation. Transferring your assets to your trust if you set one up and then making all the documents available to your loved ones should they need to be used.
But [...]
September Monthly Update
Check our August Update for information about our upcoming Law Day and Open House event on September 18 and our new office at the beautiful World Trade Center.
Need Legal Advice?
You are welcome to contact Tredway, Lumsdaine & Doyle regarding
your specific situation for legal representation in all matters
including estate planning, trust administration, probate and related
litigation. Email [...]
Monthly Firm Update
Need Legal Advice? You are welcome to contact Tredway, Lumsdaine & Doyle regarding your specific situation for legal representation in all matters including estate planning, trust administration, probate and related litigation. Email inquires always welcome — Jennifer Sawday or Monica Goel.
We Moved! Our Long Beach Office has moved to the World Trade Center. Our new [...]
Estate Taxes
Most people don’t realize that we have two systems of taxation. One taxes income as it’s earned; the other taxes wealth as it changes hands. During a person’s lifetime, we call this transfer tax the gift tax. At his or her death, we call it the estate tax, and it could carry significant tax consequences [...]
Plain Language Matters Even In Estate Planning
Plain language? Is that even possible? And with drafting wills and trusts? Read on…
One thing that good lawyers try to do is use plain language in their writings that can be understood by the opposing party, the court and the client in any situation. That said, it is harder to incorporate plain language in estate [...]
Is Your Money Safe?
We have had lots of questions from clients in the last few days regarding the status on the federal takeover and failure of IndyMac Bank.
Our strong advice is to be sure to break up your accounts into increments of $90,000 and deposit in different banks. We always advise executors to open up multiple accounts [...]
Don’t Leave A Mess for your Loved Ones
Upon your death, your loved ones will be grieving your loss. Don’t make the process more difficult by failing to properly plan for your death. Here are some things to avoid in order to ensure your final wishes are met and make the process smoother for your loved ones:
1. Staying ignorant about the process [...]
