wills

THE ATTORNEY'S CORNER: ESTATE PLANNING FOR FAMILY BUSINESSES

 

“Articles Concerning Trusts, Wills, Probate, Family Law & more”

By Stephen C. Ross, Esq.

September 13, 2014 (San Diego County) – Planning to pass on a family business can be very challenging due to the many issues that must be considered. Business succession issues include: who will take over from the current owner; potential income and transfer taxes; when does the ownership transfer take place; how should the new owner hold his/her interest; and, are there family members to consider who are not active in the business.


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THE ATTORNEY'S CORNER: PROBATE INVENTORY AND APPRAISAL

 

“Articles Concerning Trusts, Wills, Probate, Family Law & more”

By Stephen C. Ross, Esq.

May 31, 2014 (San Diego County) – The court appoints a personal representative at the commencement of a probate proceeding to administer the decedent’s estate. One of the primary duties of a personal representative during probate administration is to collect the decedent’s real and personal property. An Inventory and Appraisal (I&E) must be filed with the court as part of the probate. The I&E a public record of all probate property the decedent owned or had an interest in at the time of death.


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Support community news in the public interest! As nonprofit news, we rely on donations from the public to fund our reporting -- not special interests. Please donate to sustain East County Magazine's local reporting and/or wildfire alerts at https://www.eastcountymedia.org/donate to help us keep people safe and informed across our region.

THE ATTORNEY'S CORNER: WHAT TYPES OF WILLS ARE AVAILABLE?

 

“Your source for Trusts, Wills, Probate, Family Law & more”

By Stephen C. Ross, Esq.

June 18, 2013 (San Diego County) – There are several types of wills available in California. It is important you choose the type best suited to your needs and make sure you comply with all the drafting requirements for the will type chosen. An improperly drafted will may not be admitted to probate, may result in a will contest and may result in your assets not being distributed pursuant to your wishes. This article discusses the various will types.


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Support community news in the public interest! As nonprofit news, we rely on donations from the public to fund our reporting -- not special interests. Please donate to sustain East County Magazine's local reporting and/or wildfire alerts at https://www.eastcountymedia.org/donate to help us keep people safe and informed across our region.