Refinancing two homes

Refinancing two homes after merging a family

Gabriel Katzner - January 11, 2021 - Estate Planning

Larry and Janae are newly married with four children between them. Janae lost her spouse to cancer two years ago. Before Larry and Janae married, Janae and her two children lived in their family home. Since getting married, Larry and Janae and all four children live in the home owned by Larry and his previous […]

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medallion signature guarantee

A Medallion Signature Guarantee: Peace of Mind for Transferring Securities

Gabriel Katzner - January 4, 2021 - Estate Planning

Jennifer’s company has had recent layoffs. She is a computer engineer with over three decades of experience. She recently found a new position and would like to transfer her 401 (K) after switching jobs. She would also like to transfer some of her paper stock ownership in her previous company to her children and donate […]

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altruistic and financial benefits

The altruistic and financial benefits of conservation easements

Gabriel Katzner - December 22, 2020 - Income Tax Planning

Jocelyn and Mike Brown own two hundred acres of land overlooking a beautiful ski town with a mountain range in the background. Jocelyn and Mike have five children and 18 grandchildren. None of the children or grandchildren have the financial resources to buy the land outright so that the equity can be evenly divided amongst […]

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renting out your home

The actual cost of renting out your home

Gabriel Katzner - December 14, 2020 - Estate Planning

Anthony and Shamari are considering buying a home in Florida. They want to spend their winters there. The amount they have to spend on the new home in large part is determined by the feasibility of renting their current home out for the three to four months they will be gone. Their current home is […]

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care of minor children in the worst of times

Providing for the physical and financial care of minor children in the worst of times

Gabriel Katzner - December 7, 2020 - Estate Planning

Miguel, a nurse, and Sara, a doctor, are parents of three minor children. They are both employed by a local hospital, and both work in the emergency room. As frontline workers in a pandemic, COVID-19 has made them face fears that most parents consider their worst nightmare, leaving their children without parents.  They are meeting […]

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healthcare power of attorney

Make your healthcare wishes known: A living will and healthcare power of attorney

Gabriel Katzner - November 30, 2020 - Estate Planning

Mary and her mother, Louise,  have just met with Louise’s estate attorney. Louise wanted to update her living will (advanced directives) and healthcare power of attorney. Louise has not updated these documents in thirty years, and her wishes have changed.  She plans to move into an assisted living facility within the next six months and […]

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Financial Planning for an Upcoming Incarceration

Financial Planning for an Upcoming Incarceration

Gabriel Katzner - November 23, 2020 - Estate Planning

Mike S. is a 40-year-old venture capitalist who fell on the wrong side of the law. He faces a two-year incarceration and needs to make some financial plans for his wife, a stay-at-home caregiver, and two minor children. Mike has several concerns, including paying the bills for his family and business, providing his family with […]

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Estate Plan Include a Right of First Refusal

Can an Estate Plan Include a Right of First Refusal?

Gabriel Katzner - November 18, 2020 - Estate Planning

A right of first refusal (ROFR) is a legal tool that can be applied to an estate plan for specific properties under certain types of circumstances. The following example helps to illustrate the way this legal tool is used and why it might be appropriate for your situation. Family Farm Roger and Sally have owned […]

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Per Stirpes, By Representation, and Per Capita Distributions

Per Stirpes, By Representation, and Per Capita Distributions

Gabriel Katzner - November 9, 2020 - Estate Planning

The notion of “fairness” often drives family dynamics during the childrearing years, and this concept often continues to play a strong role as parents age. The dynamics that are established at this point often carry on beyond death when decisions about property divisions arise. The law addresses different notions of fairness with a variety of […]

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San Diego Asset Protection Lawyer

Asset Protection with a Hybrid Domestic Asset Protection Trust.

Gabriel Katzner - November 3, 2020 - Asset Protection

Who has the potential to be sued? Everyone. If you drive a car and get into an accident or if someone has an accident on your property, you may be sued. If you are in a profession, such as the medical, legal, or business professions, among others, each decision you make has the potential to […]

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