SECURE YOUR PET'S FUTURE: THE IMPORTANCE OF PET TRUSTS

SECURE YOUR PET’S FUTURE: THE IMPORTANCE OF PET TRUSTS

Gabriel Katzner - March 15, 2024 - Estate Planning

Your pet is part of your family, and their care should be addressed as part of your comprehensive estate plan. A pet trust is a legally enforceable arrangement that provides for the care of your pets in the event of your death or disability. When you establish a pet trust, you fund your trust and […]

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SECURE STORAGE OF ESTATE PLANNING DOCUMENTS USING BLOCKCHAIN

SECURE STORAGE OF ESTATE PLANNING DOCUMENTS USING BLOCKCHAIN

Gabriel Katzner - March 14, 2024 - Asset Protection

Blockchain is defined as a decentralized and distributed digital ledger containing blocks of linked transactional data. New transactions depend on the previous transactions and thus are stored chronologically and securely. Users cannot delete or modify the chain without consensus from the network. Blockchain technology is used to create an unalterable or immutable ledger. Blockchain is […]

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A TRUSTEE'S ROLE, RESPONSIBILITIES, AND AUTHORITY

A TRUSTEE’S ROLE, RESPONSIBILITIES, AND AUTHORITY

Gabriel Katzner - March 8, 2024 - Trust Administration

If you establish a revocable living trust, you will probably serve as your own trustee. However, you will need a successor trustee to manage your trust upon your death. A trustee is the person or firm you choose to manage and administer your trust according to your trust instructions and state law. A grantor gives […]

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HOW TO GET LETTERS OF TESTAMENTARY IN NEW YORK

HOW TO GET LETTERS OF TESTAMENTARY IN NEW YORK

Gabriel Katzner - February 28, 2024 - Probate

Anna lives in upstate New York. She is the only child of her recently deceased mother. Her father died nearly a decade ago. Anna is the executor of her mother’s estate. She recently made an appointment at her local bank to access her mother’s account. The bank representative said that she could not have access […]

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SHOULD YOU SHARE YOUR ESTATE PLANNING DETAILS?

SHOULD YOU SHARE YOUR ESTATE PLANNING DETAILS?

Gabriel Katzner - February 23, 2024 - Estate Planning

Deciding whether to share your estate plan can be challenging. If everyone knows your plans, you can answer questions and potentially minimize conflict between family members after your death. However, many people are uncomfortable sharing their estate plans because they don’t want to share their private financial and personal information. Estate planning can be complex […]

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San Diego estate planning lawyer

THE CORPORATE TRANSPARENCY ACT: DOES IT IMPACT YOUR ESTATE PLAN?

Gabriel Katzner - January 31, 2024 - Asset Protection

The Corporate Transparency Act is a new law, effective January 1, 2024, that was enacted to help combat money laundering, tax fraud, terrorism financing, and other illegal acts. Owners of certain business entities, such as corporations, limited liability companies, and family partnerships, must file a report with the federal government. This report includes information on […]

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When Does an Estate Need to Go Through Probate?

WHEN DOES AN ESTATE NEED TO GO THROUGH PROBATE?

Gabriel Katzner - January 25, 2024 - Probate

While probate can be a lengthy and time-consuming process, it has a very important role in settling a person’s estate by validating their will, distributing property if a person dies without writing a will, or distributing assets if the will does not name a specific beneficiary to receive these assets. Probate is a formal process […]

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ESTATE PROBATE: HOW LONG TO KEEP AN ESTATE OPEN AFTER DEATH

ESTATE PROBATE: HOW LONG TO KEEP AN ESTATE OPEN AFTER DEATH

Gabriel Katzner - January 22, 2024 - Probate

Suppose you find yourself named as the executor of a friend’s estate. While you want to honor your friend’s last wish, you may wonder about the time commitment. Keeping an estate open refers to the time between the death and the assets being fully distributed. State laws typically govern the specific timeframe for keeping an […]

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HOW LONG DO YOU HAVE TO FILE FOR PROBATE AFTER THE DEATH OF A LOVED ONE?

HOW LONG DO YOU HAVE TO FILE FOR PROBATE AFTER THE DEATH OF A LOVED ONE?

Gabriel Katzner - - Probate

Probate, by its very nature, occurs at the worst possible time—when you are processing the death of a loved one. Probate involves administrative duties that include filing your loved one’s Last Will and Testament with the court and determining how your loved one’s property and accounts should be distributed. While probate can be a costly, […]

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SMART CONTRACTS FOR ESTATE PLANNING

Gabriel Katzner - January 8, 2024 - Estate Planning

Storing estate planning documents can be challenging. The location needs to be safe from natural disasters and secure. On the other hand, if the documents are too far out of sight, they will be out of mind, meaning they won’t be updated after marriages, divorces, deaths, and births. Blockchain provides a safe and secure way […]

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