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Willow Law Group provides professional legal representation and advice on estate planning matters to individuals and families in the Los Angeles, South Bay and San Francisco Bay areas
Latest Blog Posts
Fiduciary Legal Update 2026
2026 Fiduciary Legal Update Major 2026 updates in fiduciary law for trusts include new Department of Labor (DOL) guidance for ERISA accounts and expanded state-level administrative requirements. Fiduciaries face heightened [...]
Estate and Gift Tax 2014
Starting January 1, 2014, the individual lifetime estate and gift tax exemption is $5,340,000, adjusted for inflation from 2013's $5,250,000 exemption. In addition, the maximum estate/gift tax rate is 40% [...]
Estate and Gift Tax 2013
After 2 years of "what ifs" and "then whats," we finally have resolution regarding the estate and gift tax exemptions. As a result of the last minute "Fiscal Cliff" legislation, [...]