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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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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Hybrid Domestic Asset Protection Trust

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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San Diego Probate Attorney And Trust Administration

How Trusts Have Helped Athletes

Gabriel Katzner - November 2, 2020 - Estate Planning

A trust is an important estate planning tool that can protect your assets and distribute them to your loved ones according to your wishes after you pass away. When a trust is created, the trustmaker appoints someone else (the trustee) to manage the accounts and property placed inside the trust for the benefit of the […]

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State Income Tax Planning

State Income Tax Planning With Incomplete Gift Non-Grantor (ING) Trusts and Completed Gift Non-Grantor Trusts.

Gabriel Katzner - October 27, 2020 - Income Tax Planning

Does looking back at 2020 bring on a feeling of panic?  What happened? An unforeseen viral pandemic spread globally and brought financial destruction in its wake. Economists estimate that the pandemic’s total cost was more than $16 trillion in the U.S. alone. Each family of four had an estimated financial loss of $200,000.1 That, or a […]

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San Diego Estate Planning Attorney

Heading South for the Winter? Answer These Questions First

Gabriel Katzner - October 12, 2020 - Estate Planning

When snowbirds start feeling cooler weather, they hit the road and head south. If you’re traveling with the flock, keep these considerations in mind as you pack your things.  What is happening in your destination state? We are still in the midst of a pandemic, so check-in and do some research on your destination. How […]

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San Diego Estate Planning Attorney

Saving for School: Use Your Estate Plan to Pay for Your Family’s Education

Gabriel Katzner - October 5, 2020 - Estate Planning

According to the National Center for Education Statistics, in the 2018–2019 academic year, the average tuition and fees for a public four-year institution were $9,200; $35,800 for a private nonprofit four-year institution; $3,700 for a public two-year institution; and $18,400 for a private nonprofit two-year institution. If you’re saving to pay tuition for yourself or […]

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