Author name: elGhalJ

Trust & Estate Attorneys

Limiting Challenges to a Trust in Limited Circumstances

A no contest clause in a trust discourages a beneficiary from challenging it, normally by threatening the forfeiture of the distribution if a challenge is made. These clauses are enforceable in limited circumstances. Depending on the circumstances the clause may or may not be a strong deterrence to future legal action by a beneficiary. California …

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Estate Planning Tips

Early Estate Planning Tips Before You Turn 55 Years Old

With over 10,000 Americans turning 55 daily, estate planning is something that should be on the minds of many as they age. As the population ages, Alzheimer’s and dementia is devastating elderly Americans. While estate planning in general is important, estate planning while younger is very important because of the ability to not only plan …

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California Probate

Changes to “Undue Influence” in the California Probate Code

As of January 1, 2014, the California Legislature updated Probate Code Section 86 and changed the definition of “undue influence” and how it operates, especially when dealing with the elderly population. In this article I will be discussing what the change to the law is, how it operates, and how undue influence may operate under …

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401(k), Roth IRA & Health Savings Accounts Tax Benefits

When examining different investment options, a point of consideration for any potential investment are the tax benefits of the investment. In this post I will be examining the tax benefits of three common investment options that many take advantage of; 401(k) plans, Roth IRA plans, and Health Savings Accounts. Tax Benefits of 401(k), Roth IRA …

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