Trusts & Estates

THURSDAY, APRIL 23, 2020 at 3PM PDT The COVID-19 pandemic raises unthinkable questions and “what if” scenarios previously ignored or avoided, such as:  What if I am hospitalized and do not have [...]

I. Form of Ownership. A good estate plan should include a review of how your assets are titled.  The form of ownership can affect the availability of estate tax exemptions, creditors’ rights, and [...]

At a conference in New York sponsored by the Practicing Law Institute on February 13, 2017, Treasury and IRS officials discussed two new Trump administration policy changes limiting substantive [...]

Under the current federal transfer tax system, there is a 40% tax on estates of individuals dying with more than $5.49 million in assets. Gifts made during lifetime are added to transfers at [...]

We started Catalyst, in part, to experiment with innovations in law practice.  We want to practice law in ways that are better for clients and better for the lawyers serving them.  In that [...]

To help more families have the peace of mind that comes with having a family legal plan in place, we’re offering a sliding-scale, flat-fee group estate planning process for qualified [...]

On July 14th, 2016, join us for an opportunity to learn what's possible and within reach for your family legal planning.

Learn about Catalyst Law Estate Planning Services

Common Reason #3: I do not have enough time or enough money to hire an estate planning lawyer. Q: How much do you pay your financial planner on an annual basis? A: You either pay by the hour, or [...]

Common Reason #2: I do not want to contemplate my own death It is difficult to think about one’s own demise, but whether you plan for it or not, eventually someone will need to sort out your [...]