Latest Publications


The Unintended Consequences of Not Having an Estate Plan

Nobody likes to think about death, but failing to plan for it can cause unintended consequences for loved ones. Prompted by the death of Prince, a client recently came to see me. He had read in the news that heirs to...more

Buy-Sell Agreements: Good For Business and Good For Your Estate Plan

From unwanted business partners to burdensome estate taxes, the death of a business co-owner can have negative implications for surviving owners as well as for the estate of the deceased. A well drafted buy-sell agreement can...more

The Stuff that Fights are Made of

Estate planning is important. Many of us have assets we want to pass along to our loved ones, easily. Many wish to leave their estate equally to their children. Perhaps they do this to be fair or they believe an equal...more

Who’s Your Daddy? - Adventures in Paternity

Medical advances for those unable to conceive a child on their own have come a long way. IVF, surrogacy, artificial insemination, and sperm banks are all familiar terms and procedures. Your or someone you know have grappled...more

5/21/2014  /  Paternity

New San Francisco Ordinance Tries for Family Friendly Workplaces

In unique legislation intended to fight the flight of families from San Francisco workplaces, the city enacted an ordinance to give qualified workers the right to request flexible working arrangements....more

Estate Planning Update: Make Sure to Address Social Media

Think twice before guffawing over the idea of addressing social media in your will. Not only can it make life easier for your survivors, a social media will is recommended by the United States Government....more

1/7/2014  /  Estate Planning , Social Media , Wills

Factory Growth on the Upswing in the United States

In a rise not seen for more than two years, the manufacturing industry in the United States is setting a faster pace than expected, despite the recent government shutdown....more

Common Estate Planning Misconceptions

Like many areas of law, estate planning is rife with confusion. And it is often misunderstanding that leads to costly mistakes — mistakes that can produce negative effects now or in the future. However, misconceptions...more

12/17/2013  /  Estate Planning , Probate , Wills

Does a Revocable Living Trust Have Any Advantages Over a Will?

Thinking about your demise and how your estate will be divided up may be the farthest thought from your mind. However, by creating a last will and testament, you ensure your last wishes are heard and carried out. Depending on...more

Does Your Estate Plan Need a Makeover?

You have an estate plan. In fact you just created one last year. So why would your estate plan need a makeover? Estate plans should never be rigid or concrete. Instead they should be malleable and easily adapted to meet your...more

12/6/2013  /  Estate Planning

Common Reasons for Probate Litigation

When someone dies, the probate process begins. Probate typically involves identifying and inventorying the property of the deceased, appraising the property, paying off debts and taxes, distributing the property according to...more

11/26/2013  /  Estate Planning , Probate , Wills

Estate Planning Over 50: Four Reasons

The Baby Boom generation is swelling the ranks of middle and older aged adults. According to the Administration on Aging (AOA), there will be more than 72 million Americans age 65 and older by 2030, roughly twice present...more

10/21/2013  /  Estate Planning

Up in The Clouds: Tips for Business Owners

What was once a novel resource sharing concept is now a cost-saving reality. Cloud computing, or the process of using remote servers and Internet resources to manage business and other data, is now mainstream. As a business...more

What is Probate?

We have talked about estate plans as a means to avoid the cost and process of probate. But what does that mean to you? Probate is the court-supervised process intended to identify and distribute assets and payment of...more

10/14/2013  /  Estate Planning , Probate

How to Handle Real Property as an Estate Fiduciary

Estate fiduciaries, whether serving as executor and administrator, often face a great deal of uncertainty in exercising their duties. While certain types of personal property are fairly easy to manage while the estate is...more

Yes, It Is Time to Review Your Estate Plan

You were smart enough to create an estate plan almost five years ago while you were living and working in San Mateo, California. However, with everything else going on in your life, updating the plan is not among your highest...more

8/6/2013  /  Documentation , Estate Planning
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