Insights
Insights: Estate Planning, Trust & Probate Articles
Plain-English articles on probate, trust disputes, wills, living trusts, real estate, business and tax from Orange County attorney David Dunlap Jones.
- Why You Should Have a Living Will Yes, I recommend that everyone have a Living Will. I shake my head every time I hear the story of Terri Schiavo, the young… Read →
- Why Do I Need a Trust Anyway? Before we answer that question, we first want to ask another question: Do you need a Will? Most people would say that yes, they… Read →
- What Is Probate, Anyway? The name itself conjures up images of decrepit judges wearing white wigs and stockings while presiding over dark, dank and dreary courtrooms. While probate… Read →
- What Is a Living Trust? Unlike a will, a living trust can also provide substantial protections for yourself and beneficiaries in the event of mental or physical incapacity. A… Read →
- Understanding the Estate vs. Probate Distinction In essence, an estate is everything you own that will be transferred to your heirs or other beneficiaries upon your death. Whereas, probate is… Read →
- Tax-Minimizing Strategies for Selling Real Estate Selling California real estate can trigger income tax on gain and, separately, a reset of the property's assessed value for property tax. Below are… Read →
- Starting a Business: LLC vs. S Corporation Limited Liability Companies (LLCs) have exploded in popularity recently, even though they’ve been in existence for only ten years in California. In my own… Read →
- Revocable vs. Irrevocable Trusts What is a revocable trust? A revocable trust, more commonly known as a revocable living trust, is an estate planning tool in which the… Read →
- Preparing a Will A will or last will and testament, as it is sometimes called, represents the foundation of the estate planning process. Suffice to say, most… Read →
- Piercing the Corporate Veil in California By now, you’ve accomplished the first phase of your business operation: setting up your corporation, whether in the form of a C Corp, S… Read →
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