Archive for August 2023
How to Work Around California’s Anti-ING Trust Legislation
By Steven J. Oshins, Esq., AEP (Distinguished) It finally happened. California passed SB 131 in its 2023 legislative session which, among other things, sadly contains a provision treating all so-called Incomplete Non-Grantor Trusts (“ING Trusts”) as grantor trusts taxed to the settlor. This takes away a key tool planners have used for many years to…
Read MoreMost Estate Planning Websites Are Designed to Fail
By Tom Foster, Owner and Founder of Foster Web Marketing The websites for most estate planning law firms suffer from a common problem. It’s a problem that is completely obvious to visitors and potential clients, but it often goes undetected by the lawyers that own the website. In the lawyers’ eyes, their websites appear to…
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