CLIENT ALERTS

Have You Heard? We’ve Expanded to Silicon Valley

We are pleased to announce the opening of our new Silicon Valley office.  Our comprehensive estate planning with asset protection legal services will now be available to successful business owners and technology entrepreneurs to protect their assets and lifestyle, using proven strategies for tax and asset protection planning. 333 Twin Dolphin Drive, Suite 220 Redwood City, CA 94064 949-333-8150 1201 Dove Street, Suite 400 Newport Beach, CA 92660 949-333-8150    

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California is #1: And That’s Not a Good Thing…

  Dear Clients, Colleagues, and Friends, Harold spent the better part of his life building a profitable business, but one bad day led to a lawsuit that wouldn’t quit, and suddenly his years of hard work evaporated with the loss of his business…and his retirement. To Harold, it’s no surprise that the National Federation of Independent Businesses (NFIB) declared California the #1 judicial hellhole in the United States for the 3rd year running. That’s bad news for California businesses. Common […] Continue reading

Announcing New Video Release — The HYCET Trust® “Have Your Cake & Eat It Too”

Dear Clients, Colleagues, and Friends, In 2011, in response to the new $5M gift tax exemption, we introduced The HYCET Trust®. This trust allows you to reclaim the gift if you later need or want it back. The popularity of this trust has been nothing short of remarkable because of its multipurposes — flexibility, asset protection, and estate tax savings. We have just released our new video on The HYCET Trust. Click here to view. Feel free to share this […] Continue reading

Protecting the Prodigal Child from a Problem Marriage

Dear Clients, Colleagues, and Friends, The doorbell rings around midnight. Heading to bed, James and Victoria worriedly check the peephole. Their grown son Brian and his much disliked girlfriend-of-the-month Elle wait outside. James opens the door asking, “Aren’t you supposed to be in Vegas for the weekend?” Elle thrusts her hand in their faces. “We were!” she screams, showing off a huge diamond ring. “You’re engaged?” asks Victoria, crestfallen. “No, silly, we’re married!” screeches Elle, jumping up and down. James […] Continue reading

Silicon Valley’s Dirty Little Secret

Dear Clients, Colleagues, and Friends, Silicon Valley has been such a leader in technology for over two decades that it has sported a dizzying number of IPOs and huge stock option payoffs creating enormously wealthy entrepreneurs and its own class of marital problems when their marriages breakup. As a community property state, California divorce law generally holds that property obtained during a marriage is fair game, while separate property brought into marriage belongs to that person and isn’t part of the community estate when the marriage […] Continue reading

See No Evil Hear No Evil Speak No Evil

Dear Clients, Colleagues, and Friends, The weather was gorgeous, the food was delicious, and the conversation had been informative. While the topic was not anyone’s favorite to engage in, Rich and Alice had just updated their two children, ages 23 and 27, on recent changes they had made to their estate planning documents. While the four were waiting for dessert, Rich asked his children, Chris and Chelsea, if they had done any planning for themselves. Chris looked up from his phone and gave Chelsea a side […] Continue reading

The Loaded Question

“Dad, are we rich?” Ethan’s father drops his fork mid-bite. “That’s an unusual question,” Roger carefully responds. Ethan, who just turned 16 and still fears his father’s disapproval, hesitates before continuing. He knows there is an unspoken rule in his family to never speak about money. Despite his nerves he plows on determined to get to the bottom of the wild claims his classmates made. “So, the guys said I didn’t need to get a summer job and I was like, ‘yeah, right,’ and then they asked […] Continue reading

Biblical Trial: The People vs. Moses

The Destruction of the Tablets of the Ten Commandments Guilty? Not Guilty? You Decide Dear Clients, Colleagues, and Friends, Each year, the University Synagogue located in Irvine, CA, presents a hugely entertaining and informative Biblical Trial Program. Two of the legal profession’s most esteemed law professors, Erwin Chemerinsky, Dean of the UCI School of Law, and Prof. Laurie Levinson, present their legal arguments involving iconic events from the Bible. Details for attending this very special and entertaining event on March […] Continue reading

Writing Emails That Get a Response – Webinar Added!

Dear Clients, Colleagues, and Friends, Due to overwhelming demand by people who are not able to come to the office for Writing Emails That Get a Response, Elizabeth Danziger has added a webinar on April 13, 2016. The in-person program remains on April 5, 2016. During the presentation, you will learn: • Techniques to grab your reader’s attention with every subject line. • How to engage your reader’s interest in every email. • Strategies to persuade the recipients of your email to respond promptly. […] Continue reading

Corporate Inversions: The Good, The Bad, and The Ugly!

Dear Clients, Colleagues, and Friends, We are all familiar with Charles Dickens’ classic novel, A Christmas Carol. Ebenezer Scrooge is visited by the Ghosts of Christmas Past, Present, and Yet to Come. By reliving his memories and peering into the future, he grows as an individual, developing a more kind and compassionate mentality, thereby benefiting his employees and community. Well, in this 2015 season of the holidays, a different phantom may be visiting you – it is called Phantom Income […] Continue reading