Orange County Estate Planning Lawyer Blog

TRUSTS-DUTY TO ACCOUNT TO BENEFICIARIES

David Crockett — Fri, 10 Nov 2023 22:57:19 +0000

TRUSTS-DUTY TO ACCOUNT TO BENEFICIARIES

By: David L. Crockett, Attorney, CPA

Trusts-Accounting-Personal Property Procedures

David Crockett — Thu, 14 Jul 2022 22:17:09 +0000

TRUSTS – ACCOUNTING-

PERSONAL PROPERTY PROCEDURES

By: David L. Crockett, Attorney, CPA

THREE TAXES IN TRUSTS AND ESTATES

David Crockett — Tue, 22 Dec 2020 18:04:57 +0000

By: David L. Crockett, Attorney, CPA

UCLA Law School , J.D. ’69, UC Berkeley ’66

901 Dove St., Ste 120, Newport Beach, CA 92660

YOU WILL NEED TO FUND YOUR LIVING TRUST

David Crockett — Sat, 21 Nov 2020 18:07:54 +0000

David L. Crockett, Attorney, CPA, UCLA Law School , J.D. ’69, UC Berkeley ’66

901 Dove St., Ste 120, Newport Beach, CA 92660 Phone: 949-851-1771

Email: David@CLCNewport.com

THE ESTATE PLANNING PROCESS WITH YOUR LAWYER

David Crockett — Fri, 09 Oct 2020 21:03:52 +0000

By: David L. Crockett, Attorney, CPA

UCLA Law School , J.D. ’69, UC Berkeley ’66

901 Dove St., Ste 120, Newport Beach, CA 92660

TAX RETURNS TO FILE FOR REVOCABLE (LIVING) TRUSTS

David Crockett — Fri, 09 Oct 2020 17:27:58 +0000

By: David L. Crockett, Attorney, CPA

UCLA Law School , J.D. ’69, UC Berkeley ’66

901 Dove St., Ste 120, Newport Beach, CA 92660

FREQUENTLY ASKED QUESTIONS REGARDING ESTATE PLANNING

David Crockett — Fri, 09 Oct 2020 17:22:36 +0000

By: David L. Crockett, Attorney, CPA

UCLA Law School , J.D. ’69, UC Berkeley ’66

901 Dove St., Ste 120, Newport Beach, CA 92660

OVERVIEW OF ESTATE PLANNING By: David L. Crockett, Attorney, CPA UCLA Law School , J.D. ’69, UC Berkeley. B.S. ’66

David Crockett — Mon, 24 Aug 2020 23:47:29 +0000

Reasons for Estate Planning

People engage in estate planning to establish a comprehensive plan to cover what happens to their money and property in the event of disability or death or divorce. Each estate plan is custom tailored to your personal situation. A typical estate plan will:

1. be changeable (revocable);

16 PITFALLS IN TRUST ADMINISTRATION

David Crockett — Mon, 24 Aug 2020 16:09:07 +0000

GENERIC OUTLINE OF BASIC TRUST ADMINISTRATION STEPS:

(Each step of administration can create serious pitfalls and problems if ignored)

1. Study of the trust documents to determine specific instructions i.e. what to do on death of first or second spouse as the case may be.

COMPARISON OF WILLS & TRUSTS

David Crockett — Thu, 13 Aug 2020 22:56:04 +0000