BRIEFS
 

WHAT'S NEW

December 1st, 2011
Jan Vanderbilt,
Piper Magallanes and Brendon Wehman
take pleasure in announcing the formation of. (Link)

Home Buyers and Sellers
Useful Website
(Link)

2011 Key Facts & Figures
Income Tax, Other Tax Rates
(Link)
 

 

 

 


 
 

 

 

 

 

 




To Find the Best Estate Planning and Trust Professionals
Attorneys ~ CPAs ~ Trust Professionals
in the Monterey and Santa Cruz areas
click here

Legal Briefs

Continuing Education Calendar   Legal Briefs

Bold items indicate events in the
Monterey & Santa Cruz areas

Why do people set up family trusts?

Because they want to control what happens to their money once they die or become disabled. (link)
 

 

 
For a Complete list of Continuing Education Calendar click here
Members Login to view complete 2012 Calendar.
 

 

Advise Your Clients on POLST
By Barry R. Harrow (link)
Dear Estate Planners
By Liza Horvath (link)

 
What You Need To Know
Altruistic Donor
By Liza Horvath (link)
Undue Influence
By Liza Horvath (link)
The Importance of Pets
By Liza Horvath (link)

Keep Current on Photos and IDs
By Liza Horvath (link)
Part 1 Senior In Home
By Liza Horvath (link)
Part 2 Senior In Home
By Liza Horvath (link)
Part 3 Senior In Home
By Liza Horvath (link)
 
 
 
 

 
SIDEBAR

TRUSTEES & TRUSTEE DUTIES

PLANNED GIVING & CHARITABLE BEQUESTS

ESTATE PLANNING FOR PETS

YOUR ESTATE PLAN

CRITICAL CHOICES FOR HEALTH CARE

FAMILY OFFICE

AGENCIES: WHO DOES WHAT



USEFUL LINKS
             
Home Continuing Education Calendar Directory of Professionals Members Only Become a Member Search Contact Us
 
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