Tax Implications in High-Value Probate & Trust Litigation
Executive summary Tax implications in high-value probate If you are an interested party in a high-value estate, then it’s important that you understand the [...]
Understanding the Probate Process: A Step-by-Step Guide for High-Net-Worth Individuals
Executive summary Introduction Probate is the process of managing, administrating, and distributing the assets of an estate, either with or without a will. It [...]
AB-2016: California’s New Small Estate Law Explained
Executive summary Introduction California passed Assembly Bill 2016 (AB-2016) in September 2024 to take effect in April 2025, and it features several new implications [...]