Category Archives: Estate Planning

Tax Reform Highlights for Those Who Will Die One Day

By John O’Grady, O’Grady Law   Estate Tax: Give a Little More to Your Loved Ones Or lawmakers have again reduced taxes on intergenerational wealth transfers. The exclusion from estate,…

Estate Planning Corner

Estate Planning Corner: Subtrusts, Tax Planning and More

By John O’Grady, O’Grady Law When is a Win not a Win? Leland Babbitt’s estate was divided into two subtrusts upon his death–one for his wife Mary Lynne and the…

Estate Planning Corner: The Times, They Are A-Changin’

By John O’Grady, O’Grady Law   Court of Appeal Welcomes Women to Generous Men’s College Bob Dylan did not tell school trustees to heed the call that “The Times They…

Seeking Bilingual Spanish Speaking Attorneys with Estate Planning, Wills and Trusts Experience

The San Francisco-Marin Lawyer Referral and Information Service (LRIS) is currently seeking bilingual Spanish speaking attorneys with experience in Estate Planning, Wills, and Trusts. If you would like to receive…

Joint Accounts and Parental Abuse

By John O’Grady, O’Grady Law Group Joint Account Money May Not Be Yours Maria Higgins added her stepson, W. Clive Higgins, as the joint account holder on her checking and…

Is Your Estate Plan Unconstitutional?

By John O’Grady Michael Bensal, through his investment LLC, obtained a bank loan guaranteed by the U.S. Small Business Administration to open a fast food business. Bensal personally guaranteed repayment….

Humboldt County Pays for Bogus Challenge to Advance Health Care Directive

By John O’Grady, O’Grady Law Group Dick Magney knew that drawing up an advance health care directive was the best way to protect his desire for a natural death with…

Estate Planning Corner: Designate Retirement Account Beneficiaries to Protect Your Legacy

By John O’Grady, O’Grady Law Group No one wants to pay more taxes than they owe, but your estate can wind up shelling out extra if you don’t clearly designate…

Administering Special Needs Trusts

By James O’Brien Law Office of James O’Brien Many families seek to protect the resources of a loved one with special needs through the creation of a Special Needs Trust…

How to Protect Your Beneficiaries from Their Creditors

By John O’Grady, O’Grady Law Group When creating trusts, estate planning lawyers use tricks of the trade such as “spendthrift” and “shutdown” clauses to protect trust money from claims of…