Irrevocable Gift or Crummey Trust

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This handout is designed to illustrate the use of an Irrevocable “Crummey” Trust (“Crummey Trust”) in an estate planning context and answer some questions you may have with regard to its use. Read more

Qualified Personal Residence Trust

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This handout is designed to illustrate the use of a Qualified Personal Residence Trust (“QPRT”) in an estate planning context and answer some questions you may have with regard to its use. Read more

Core Estate Planning Documents

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This handout is designed to illustrate the need for certain core estate planning documents for someone who resides in California and answer some questions you may have with respect to each document. Read more

Probate in California

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This handout discusses the basics of the probate process in California as well as the options available to avoid probate. Read more

Grantor Retained Annuity Trust

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This handout is designed to illustrate the use of a Grantor Retained Annuity Trust (“GRAT”) in an estate planning context and answer some questions you may have with regard to its use. Read more

Irrevocable Life Insurance Trusts

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This handout is designed to illustrate the use of an Irrevocable Life Insurance Trust (“ILIT”) in an estate planning context and answer some questions you may have with regard to its use. Read more