Family Wealth & Tax Planning Client Alerts

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 discusses major planning issues related to recent estate and gift tax developments. Specifically, this letter highlights key aspects of the recently enacted Setting Every Community Up for Retirement Enhancement Act (the "SECURE Act"), which makes significant changes to retirement plans. read more

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