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 risks and must navigate new requirements. Department of Labor (DOL) Proposed Regulations: The DOL issued proposed rules regarding fiduciary duties [...]
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% for an estate and/or gift(s) exceeding the lifetime exemption amount (the same maximum rate as 2013, and increased from the [...]
Scheduled February 2014 Estate Counselor's Forum
November 2013 South Bay Estate Planning Counsel
July 2013 Estate Planning: The Top 10 Things Planners Need To Know
Contributor "Crossover Issues in Estate Planning and Family Law" (Continuing Education of the Bar [CEB]) (2012)
Scheduled February 2014 Estate Counselor's Forum
Scheduled March 2014 Los Angeles Estate Planning Counsel
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, starting January 1, 2013, the individual lifetime estate and gift tax exemption is $5,250,000, adjusted for inflation from 2012's $5,120,000 [...]
The United States Supreme Court stated today that it will review lower court rulings finding California's Prop 8 and the Defense of Marriage Act unconstitutional. Arguments are expected to be heard before the Court March 25-27, 2013, and a decision is expected around June 27, 2013. While there is hope [...]
By viewing this website, you agree that no attorney client relationship is created. Content provided by willowlaw.com is informational and general in nature only. Information contained herein may not reflect the most current legal developments, does not constitute legal advice and should not be used for this purpose. Visitors to this website should not act on any of the information contained herein without first obtaining qualified legal advice. Or more simply, give us a call first.
Century City/Los Angeles
1801 Century Park East, Suite 2400
Los Angeles, California 90067
Culver City
300 Corporate Pointe, Suite 320
Culver City, California 90230
LA: 310.684.3688
SF: 415.889.6899
FAX: 310.684.5800
Ⓒ Willow Law. All Rights Reserved.