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Life Estates as an Estate Planning Tool
A life estate may be an effective estate planning tool when the goals are to preserve a home for elderly parent(s) for Medi-Cal planning...
Daniel Rodriguez
Jul 27, 2022
Short-Circuiting Probate With Heggstad Petitions in California
The reason most people use revocable living trusts is to avoid probate. However, if the trust is not properly funded, a probate may be...
Daniel Rodriguez
Jul 27, 2022
Non-Probate Transfers in Estate Planning – Community Property with Right of Survivorship
When purchasing a home, married couples and domestic partners need to decide how they wish to hold title on their deeds. In 2001, the...
Daniel Rodriguez
Jul 27, 2022
Willfulness in the Context of Failing to File an FBAR
Failing to file an FBAR carries a steep penalty—$10,000 per account per year in most instances, or the greater of $100,000 or 50% of the...
Daniel Rodriguez
Jul 27, 2022
IRS Statute of Limitations on Assessment of Tax in California
Many people interpret the statute of limitations on the assessment of tax as the statute of limitations for an audit. However, there is...
Daniel Rodriguez
Jul 27, 2022
The Legal Significance of Titling Jointly-Held Real Property
A married couple buys their first house, and perhaps over the years, bigger houses with all the trimmings suitable for raising a family....
Daniel Rodriguez
Jul 27, 2022
IRS Launches Early Interaction Initiative to Curtail Payroll Tax Delinquencies
The IRS recently announced the Early Interaction Initiative (EII) in attempts to prevent payroll tax delinquencies before they start....
Daniel Rodriguez
Jul 27, 2022
IRS Statute of Limitations on Collection of Tax
In general, the IRS has ten years to collect any unpaid tax, with the ten-year period commencing from the date that tax is assessed. For...
Daniel Rodriguez
Jul 27, 2022
Payable on Death (POD) Accounts in California —One of the Best Kept Secrets in Estate Planning
Most accounts, i.e., savings, checking, brokerage, etc., authorize the designation of one or more payable on death beneficiaries. This...
Daniel Rodriguez
Jul 27, 2022
Walking Away from Your California Corporation or LLC Following the Ralite Decision
Many business entities in California are formed with the expectation of generating a profit, but things do not necessarily go as planned....
Daniel Rodriguez
Jul 27, 2022
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