I have been receiving the same type of question from many clients lately. In each instance, the question centers around the activities of the government in spending more money than we have (and printing what it doesn’t have!) and what
Estates of Mind
Estates of Mind, published by Ziebold Law Group, focuses on estate planning and tax strategies relevant to high net worth individuals. The blog discusses topics such as the use of estate and gift tax exemptions, implications of changing tax laws, advanced planning techniques including life insurance and private annuities, and charitable giving strategies. It also covers legislative updates affecting estate and income tax, generation skipping transfer taxes, and practical advice on timing for gifts and trusts. The blog aims to help clients navigate uncertainties in tax legislation and optimize their estate plans accordingly.
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Teaching in the Fall
I’ll be teaching Federal Income Taxation in the Fall Semester at Trinity law School. For any students reading this, we’ll be going through many of the fundamental code sections that are important in this practice area and focusing on statutory…
Highlighted Charity for February 2011
This month’s featured charity is The Foundation for Hope and Innovation. Their website and other information can be found here: They are a 501(c)(3) organization that was formed to do cancer research. They are passionate about doing everything that they…
2010 changes and how to plan in 2011 and 2012
The dust has now settled on the 2010 Tax Legislation called “The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010” which was passed in December of 2010. This act was passed just a few weeks prior to…
Year End Planning
Many clients have contacted me and asked about the most effective planning methods and techniques during this year where the “regular” estate, gift, and generation skipping tax rules will go back in effect next year (more on that below). With…
New Firm and Services Offered
It has been a while since I last posted on this blog, but that should change from this point forward as I have left my prior Firm and have opened up my own office. My new contact information is as…
Content on Avvo website
I have started providing legal answers and legal guides on Avvo (www.avvo.com). Take a look at the following:Read my legal guides at Avvo.com
Next Asset Protection Society Meeting
The next meeting of the Asset Protection Society in Orange County will be held on Tuesday, July 20, at 7:00 PM at our offices located at 3737 Birch Street, Suite 400, Newport Beach, California 92660. Todd Rustman of GR Capital…
Highlighted Charity for June
From time to time I will highlight some of the charities that I learn about and/or work with in my practice. At this time, I want to highlight blood:water mission for the work that they are doing in Africa.Blood:Water Mission…
State Certification
The State Bar has approved my application and now I have received the certification as a specialist in Estate Planning, Trust, and Probate Law: http://members.calbar.ca.gov/search/member_detail.aspx?x=227950You can read more about the specialization designation here:http://www.calbar.ca.gov/state/calbar/calbar_generic.jsp?cid=11584&id=9161Many thanks to my Firm, Ferruzzo and Ferruzzo,…