The Law Offices of Mary P. Kulvinskas, located in Westlake Village, CA, works closely with clients to obtain favorable results in litigation or to develop estate plans that minimize taxes and disputes. If an estate requires a probate, Ms. Kulvinskas is an experienced attorney whose familiarity with probate court procedures aids the efficient and timely administration of an estate.
Ms. Kulvinskas is intuitively aware of the duties and obligations inherit in the role of trustee or executor and provides necessary guidance to fidiciaries in estate or trust administration. Conversely, Ms. Kulvinskas routinely helps beneficiaries struggling with misguided, misinformed or simply bad-intentioned fiduciaries. Contact the Law Offices of Mary P. Kulvinskas at (805) 267-1125 for a free consultation.
Law Offices of Mary P. Kulvinskas located in Westlake Village, CA serves clients in southern CA including Agoura, Calabasas, Camarillo, Los Angeles, Malibu, Oxnard, Simi Valley, Thousand Oaks, San Fernando Valley, and Ventura.
Ms. Kulvinskas is intuitively aware of the duties and obligations inherit in the role of trustee or executor and provides necessary guidance to fidiciaries in estate or trust administration. Conversely, Ms. Kulvinskas routinely helps beneficiaries struggling with misguided, misinformed or simply bad-intentioned fiduciaries. Contact the Law Offices of Mary P. Kulvinskas at (805) 267-1125 for a free consultation.
Law Offices of Mary P. Kulvinskas located in Westlake Village, CA serves clients in southern CA including Agoura, Calabasas, Camarillo, Los Angeles, Malibu, Oxnard, Simi Valley, Thousand Oaks, San Fernando Valley, and Ventura.
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Disputes can often arise regarding the validity of the trust or regarding the administration of a trust among beneficiaries, omitted heirs, between a trustee or other fiduciary and beneficiaries, or from third parties.
Litigation over the creation or administration of trusts is full of complex rules and remedies.
Always proceed with caution and consult an experienced attorney before filing any petition in order to ensure that your action does not violate a "no contest clause" which could result in the complete loss of your inheritance.
Litigation over the creation or administration of trusts is full of complex rules and remedies.
Always proceed with caution and consult an experienced attorney before filing any petition in order to ensure that your action does not violate a "no contest clause" which could result in the complete loss of your inheritance.
While nobody wants to think about death or disability, establishing an estate plan is one of the most important steps you can take to protect yourself and your loved ones.
Proper estate planning not only puts you in charge of your finances, it can also spare your loved ones of the expense, delay and frustration associated with managing your affairs when you pass away or become disabled.
A living trust for single individuals or married couples structured to minimize taxes and disputes;.
If you leave your estate to your loved ones using a will or have no estate planning documents in place, everything you own will pass through probate.
Proper estate planning not only puts you in charge of your finances, it can also spare your loved ones of the expense, delay and frustration associated with managing your affairs when you pass away or become disabled.
A living trust for single individuals or married couples structured to minimize taxes and disputes;.
If you leave your estate to your loved ones using a will or have no estate planning documents in place, everything you own will pass through probate.
Many people have preconceived notions about trusts and believe that they are only for multi-millionaires who wish to leave large trust funds to their children.
However, this is far from the truth; trusts can be invaluable tools in the estate plans of millions of individuals.
Trusts are simply an arrangement where one party holds property on behalf of another party.
In an estate planning context, trusts are created by the person doing the estate planning (the settlor), who authorizes another person (the trustee) to manage the assets for the benefit of a third party (the beneficiaries).
However, this is far from the truth; trusts can be invaluable tools in the estate plans of millions of individuals.
Trusts are simply an arrangement where one party holds property on behalf of another party.
In an estate planning context, trusts are created by the person doing the estate planning (the settlor), who authorizes another person (the trustee) to manage the assets for the benefit of a third party (the beneficiaries).
After the passing of the creator of a revocable trust, the trustee must begin the process of trust administration.
Providing notifications compliant with the California Probate Code that serves to limit the time to contest the trust or to bring claim against the trust estate;.
Taking necessary steps to enable the successor trustee to gather, safeguard and manage trust assets;.
Assisting the trustee in proper record-keeping procedures for the trust and in the preparation of reports and accountings;.
Providing notifications compliant with the California Probate Code that serves to limit the time to contest the trust or to bring claim against the trust estate;.
Taking necessary steps to enable the successor trustee to gather, safeguard and manage trust assets;.
Assisting the trustee in proper record-keeping procedures for the trust and in the preparation of reports and accountings;.
Without careful planning, much of your life's legacy could be lost to estate taxes.
While a simple will can provide for the transfer your estate to your loved ones, it does not have special provisions for advanced estate tax planning.
Federal estate tax laws were updated in 2013 as part of the American Taxpayer Relief Act which provides for an exemption of $5.25 million.
This means that each individual can transfer up to $5.25 million in assets free of federal estate taxes.
The federal estate tax exemption, also referred to as applicable exclusion amount is adjusted annually for inflation.
While a simple will can provide for the transfer your estate to your loved ones, it does not have special provisions for advanced estate tax planning.
Federal estate tax laws were updated in 2013 as part of the American Taxpayer Relief Act which provides for an exemption of $5.25 million.
This means that each individual can transfer up to $5.25 million in assets free of federal estate taxes.
The federal estate tax exemption, also referred to as applicable exclusion amount is adjusted annually for inflation.
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