Strategic Planning Law Group https://validator.w3.org/feed/docs/rss2.html California Lawmakers’ Tax Voucher Stimulus Plan Poses Risks (“Bloomberg Tax” – August 2020) Rachel M. Lee Disclaimer Private Foundation Irrevocable Life Insurance Trusts Probate in California Grantor Retained Annuity Trust Irrevocable Gift or Crummey Trust Core Estate Planning Documents Family Charitable Remainder Trust Qualified Personal Residence Trust Charitable Remainder Trust Battle Involving Leona Helmsley Estate Spotlights Issue of Executor Pay (“The Wall Street Journal” – January 2016) Preparing Charitable Clients For The Biden Tax Regime (“Financial Advisor” January 2021) Here’s How Much You Would Pay Under Biden’s and Trump’s Tax Plans (“Barron’s” – October 2020) Hailey Hoyt Here’s how to help your kid buy a home in California — without creating a tax nightmare (“San Francisco Chronical” March 2025) Balancing Act:  Estate planning options for appreciated assets that consider future income tax consequences (“Estate Planning Journal” – April 2024) Should Affluent Clients Wait A Year To Make Big Donations? (“Financial Advisor” November 2021) Publications Luis Garcia Attorneys Our Firm Orange County Home Offices Transferring Real Property: How to Avoid an Unexpected Tax Hike in California (“fathom” – March 2021) The Family Charitable Remainder Trust: Achieving Wealth Transfer and Charitable Goals in an Income Tax-Efficient Manner (“Taxes-The Tax Magazine” – May 2010) Using a Personal Residence DGT to Capitalize on Reduced Property Values (“Practical Tax Strategies/Taxation for Accountants” – June 2010) To Bypass or Not to Bypass, That is the Question: Using a Formula General Power of Appointment Clause to Address New Estate Planning Uncertainties (“California Trusts and Estates Quarterly” – Spring 2011) The Reverse Defective Grantor Trust (“Trusts & Estates” – October 2012, Updated October 2020) Does the Election Mean the End of Estate Taxes (“fathom” – December 2016) Estate Planning Checkup: 3 Questions to Ask Annually (“fathom” – August 2017) The 2020 Election and Estate Planning (“fathom” – September 2020) Estate Taxes: Gone Today but Here Tomorrow? (“fathom” – September 2021) Estate Planning 101: Back to Basics (“fathom” – October 2021) Considerations When Valuing Estate Assets (“fathom” – October 2021) Estate Planning Opportunities During Down Markets (“fathom” – April 2020) Freeze Assets in Your Estate Before a Liquidity Event (“fathom” – October 2017) Estate Planning Checkup: 3 Questions to Ask Annually (“fathom” – August 2017) How Clients Can Gift And Protect Assets At The Same Time (“Financial Advisor” December 2021) 5 Common Tax Myths Debunked (fathom – April 2018) Family Limited Partnerships’ Future in Question (“Accounting Today” – August 2015) Los Angeles San Diego Clay R. Stevens San Francisco Mountain View Dawn M. Baca Melissa Punim