Wealth Transfer

Legal Alerts


Publications

California Grocer, Issue 5
November 2018
Valuation Discounts in Modern Estate Planning
California Grocer, Issue 5
California Tax Lawyer, Vol. 27, No. 3
October 2018
An Uncertain Future: How the Potential Clawback Muddies the Estate and Gift Tax Waters
California Tax Lawyer, Vol. 27, No. 3
Sacramento Business Journal
October 20, 2017
Tax Law Uncertainty Should Not Delay Your Estate Planning
Sacramento Business Journal

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