Trust & Estate Planning Professionals of Monterey & Santa Cruz, California

WELCOME NEW MEMBER:


            Robin Venuti
   Monterey Peninsula
   College Foundation
          [view full profile]

WHAT'S NEW

S.3533 – Sanders Proposed Estate Tax Bill
(Link)

Advise Your Clients on POLST, DNR and Advance Directives.
Barry R. Harrow
Attorney at Law (Link)

SENIOR ADVOCATE:
The Predatory Caregiver
Liza Horvath.
(Link)

State Bar Announces 2010 Annual Meeting
(Link)

Estate Tax Proposal Targets the Wealthy
By Jeff Carlson, CCH News Staff
(Link)

Congress Passes Homebuyer Tax Credit Relief
Offered by Stuart Goodman
(Link)

Featured Member

Tina T. Del Piero Planned Giving Professional

Tina T. Del Piero, CFRE, is the Director of Fund Development for CCVNA Foundation Inc. As Director of Development for the Visiting Nurses Association, Tina works with our community in educating potential donors and supporters in the services provided by the VNA and why those services should be supported through donations. Tina also has expertise in various ways to give that will benefit both the VNA and the donor.

Tina is a valued Member of MontereyTrust.com and is also a member of the Association of Fundraising Professionals. Tina Del Piero has been a fundraising professional for over ten years. [View Full Profile]

The Monterey and Santa Cruz area is fortunate to have many estate planning professionals who have dedicated their professional lives to being leaders in their field and true contributors to their communities. This site represents the best of our estate planning professionals and offers our community current information on issues affecting us in trusts, estates, probate, investments, tax and financial planning.

Bold items indicate events in the Monterey & Santa Cruz areas

July 16, 2010
Monterey County Bar Association – Trust & Estates Section Meeting Jack’s Restaurant, Portola Plaza, Monterey. For More Information contact Kelly Vasquez (831) 624-3891

July 22, 2010
Monterey Estate Planning Study Group – Members – 12:00 - 1:30 pm Substance Abuse in Practice ~ Continuing Education Credits will be offered through the Monterey County Bar Association. There will be a fee for this session. More Info will be provided to members.

July 23, 2010
Continuing Education of the Bar – Estate Planning for the Blended Family 9:00 am to 12:15 pm – Location: Bar Association of San Francisco, Conference Room A, 301 Battery Street, 3^rd Floor, San Francisco (Link)

July 23, 2010
Continuing Education of the Bar – Crossover Issues in Estate Planning and Family Law 1:45 to 5:00 pm - Location: Bar Association of San Francisco, Conference Room A, 301 Battery Street, 3^rd Floor, San Francisco (Link)

July 26, 2010
Senior Round Table (Members) – 8:00 a.m. – First National Bank – Trust Department

July 27, 2010
Continuing Education of the Bar – Winning the Social Security Disability Case Telephone Topic presented by Terry LaPorte, one of Northern California's leading Social Security Disability law attorneys. (Link)

July 26, 27 & 28, 2010
AICPA - Advanced Estate Planning Conference – Washington, D.C
JW Marriott, Washington, D.C. – www.AICPA.org

For a Complete list of July, 2010 Continuing Education Calendar click here

Members Login to view complete 2010 Calendar.

Q: The beneficiary of a Special Needs trust recently died. She was entitled to receive income or principal from the trust as the trustee determined in the trustee's sole discretion, sufficient to supplement any public benefits. Over the term of the trust, it was unnecessary to make any disbursements. The trust was established as an irrevocable trust by the beneficiary's father. The remainder men are the siblings of the beneficiary. Are the trust assets included in the beneficiary's estate for purposes of estate taxes?

A: Unless the beneficiary held a general power of appointment over the Trust, which it sounds like she did not, the Trust is not included in her estate for estate tax purposes.
(Read More)

Q: I would like to name my son as my Trustee. Do I need to ask his permission or have him agree to be named?

A. You do not need your son’s permission to name him as your Trustee or Executor and it is not required that he be told that you have named him. There are differing schools of thought on this matter. Most attorneys advise that you speak with your son, ask him if he is willing to serve and make sure he understands the extent of the commitment before you name him in your documents.
(Read More)

Sheriffs Office Report

Senior Legal Services

Adult Protective Services Report

District Attorneys Office Report

Other Articles and Alerts


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