Estate Planning

The CARES Act provides donors “more bang for the buck” for donations made in 2020

By |2020-12-16T08:58:54-08:00December 16th, 2020|Estate Planning, Legislative/Case Updates, News|

The CARES Act provides donors “more bang for the buck” for donations made in 2020.  Here's how the CARES Act changed charitable contribution tax deductions in 2020: Prior to the CARES Act, the law provided that individual taxpayers could deduct charitable contributions only if the taxpayer itemized personal deductions instead of taking the standard deduction. After

Prop 19 Resource – California Board of Equalization Website

By |2020-12-16T09:04:09-08:00December 7th, 2020|Estate Planning, Legislative/Case Updates, News|

The Home Protection for Seniors, Severely Disabled, Families, and Victims of Wildfire or Natural Disasters Act, otherwise known as "Prop 19" goes into affect on February 16, 2021.  The California Board of Equalization (BOE) has created a website with guidance and updates on implementation and legislation.  Click the link below to access the BOE's website.

Estate Planning During The Pandemic – Recorded Presentation

By |2020-04-16T21:45:40-07:00April 16th, 2020|Estate Planning|

On April 15, 2020, Cunneen Booth LLP Partner, Dawn Hall Cunneen, gave a timely presentation to the Trusts and Estates Section of the North County Bar Association on how to overcome challenges with estate planning during the global pandemic.  Please click below to listen.

Will California Voters Bring Back California’s Estate Tax?

By |2019-04-28T18:54:17-07:00April 28th, 2019|Estate Planning, Legislative/Case Updates, News|

In 1982, California voters approved two ballot measures prohibiting the Legislature or a political subdivision of the State from imposing any tax on or by reason of any transfer occurring by reason of death (i.e., prohibiting an estate tax). SB 378, however, would enact a California estate, gift, and GST tax (subject to voter

Califoria Court Reaffirms Importance Of Having An Advanced Health Care Directive

By |2019-04-28T18:54:53-07:00October 24th, 2016|Estate Planning, Legislative/Case Updates|

Humboldt County Adult Protective Services v. Superior Court (Magney): The California Court of Appeal Reaffirms The Importance Of California’s Health Care Decisions Law And The Need To Have An Advanced Health Care Directive The California Court of Appeal's recent decision in Humboldt County Adult Protective Services v. Superior Court (Magney), 4 Cal. App. 4th 548, First

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