Our 2024 updates related to the potential decrease of the estate, gift and generation-skipping transfer tax exemptions, as well as highlights to key aspects of the SECURE Act. read more

Martin Behn discusses the benefits of the simple charitable remainder trust in a rising interest rate environment. read more

In this segment of Money Matters, Erika Gasaway provides an introduction to the 120 day statute of limitations for contesting a trust that begins when the trustee issues a notification pursuant to Probate Code Section 16061.8. read more

This letter provides updates related to estate, gift and generation-skipping transfer taxes and the extension of time to file a portability election. read more

As you continue to deal with the personal and legal implications of this crisis, Hopkins & Carley is here to help. Three factors existing at this moment combine to create an historic opportunity to transfer wealth to your family and other beneficiaries read more