Gerald Lee Tahajian, Attorney at Law Wills, Trusts, Taxation & Probate

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Past Weekly Topics 2004 ESTATE and GIFT TAX CHANGES PLAN PLAN PLAN WILL SUPERCEDED BY JOINT TENANCY AND........... REVERSE MORTGAGES TRUSTEE SELECTION CONSERVATION EASEMENTS LIFE INSURANCE AND GIFT TAXES INCLUDED IN ESTATE CHARITABLE GIVING WITH LIFE INSURANCE PERSONAL RESIDENCE TRUSTS MEDICARE INFORMATION DISABLED CHILDREN PLANNING LOANS TO FAMILY MEMBERS BURIAL AND FUNERIAL INSTRUCTIONS IDENTITY THEFT ASSET PROTECTION LEAVING AN IRA TO A NON-SPOUSE MEDI-CAL ANNUITY RECOVERY REGULATIONS EXEMPT GIFTS UNINSURED AND UNDERINSURED MOTORIST COVERAGE "VANISHING" INSTALLMENT NOTES RECEIVABLE SMALL CLAIMS MADE EASY Gifts and Estate Taxes; EE Bond Interest; Medicare Rights Site IRA IDEAS IRS COST OF LIVING ADJUSTMENTS FOR 2003 California Domestic Partners Mistakes To Avoid Social Security and Medicare Web Sites Joint Tenancy Charitable Contributions for Checks Received After Death Protecting the Family Home from Medi-Cal Claims Social Security Benefits SAVINGS BONDS TRANSFERRED TO A REVOCABLE TRUST Long-Term Care Insurance "Present Interest" and "Future Interest" Gifts Trustee Selection Self Cancelling Installment Notes Gift Tax for Paying Wedding Expenses Estate Tax Inclusion For Gifts To Children Revocable Living Trusts Using Your IRA to Fund Your Bypass Trust Basis of Inherited Assets Retirement Inflation Protection Nursing Homes/Centenarians/Magic of Compounding IRA Issues Nursing Home Information Wills Control Over Certain Assets College Savings Plans Small Stuff Planning to Avoid Estate Litigation Termination of the Death Tax Income Tax Potential of Gifts Received Planninag for Centenarians Asset Protection Social Security Charitable Gift Annuities Use A Separate Propety Trust To Guarantee Results Gift Tax Returns Charitable Giving and Reinstating the Death Tax Who Should Be Named Trustee? Living Trusts Created by Attorney-In-Fact Independent Community Bankers of America Convention Reasons to Die Without a Will Planning Never Stops Planning for Unmarried Persons Online Shopping for Burial Accessories Live To Be 100 Sabatical Gift During Life to Save Taxes Will Estate Taxes Vanish? Annual Exclusion Gifts Holiday Greetings Limited Partnerships and Gifts of Automobiles Elder Law Web Sites Withdrawals From Your IRA Annuities To Secure Retirement Income Charitable Giving for 2001 Websites for Elder Planning Asset Protection Continued IRA Withdrawals Asset Protection UGMA & UTMA Custodial Accounts Doing Your Own Will ABA Estate Planning and Probate Web Page Link IRA Withrawals in 2001 Life Insurance Needs Trustee's Duty to Account to Beneficiaries Find The Law Estate Tax Repeal IRA Withdrawals Title of Assets Asset Transfers Without a Will Gift Tax Exclusion Increase Who Pays The Estate Tax? Support of Adult Children/Parents Successor Trustees Taxing Democracy by William H. Gates, Sr. Joint Tenancy Traps Defective Trusts Medi-Cal Issues Annul Exclusion Gifts The New Federal Estate Tax Law, Continued The New Estate Tax Law More About the New Tax Bill Estate Tax Repeal What Is Fair? Tax Changes/Amended Returns Updating Estate Plans Preserving Family History New IRA Minimum Distribution Rules Gift Taxes Asset Protection IRAs Exempt from Creditors Claims Estate Tax Law Changes Repeal of the Federal Estate Tax/ "Total Return Trusts" Holding Securities in Brokerage Accounts Community Property With Right of Survivorship Pet Trusts Pay On Death or Transfer On Death Accounts IRA/Charitable Trusts Planning Opportunities Charitable Giving After Tax Reform IRA RULES REVISED Retirement Tidbits of Interest Disclaimers, continued Disclaimers HAPPY HOLIDAYS Gifts To Persons and to Charities Donating Old Cars To Charity Choosing a CPA and Attorney Joint Tenancy Planning for the Elderly Gifts IS A TRUST FOR YOU EVEN WITH NO DEATH TAX? Social Security Gifting Charitable Giving With IRAs Life Insurance--Incidents of Ownership Vacation for Jerry Tahajian Joint Tenancy and Trust Funding Savings Bonds Basic Estate Planning Technques Pre-Marital Agreements Repeal Of The Estate Tax Planning For The Terminally Ill Community Property Incentive Trusts. Attitude The Estate Tax Debate: An Unjust Burden or Great Equalizer IRA RULINGS Written Receipts For Charitable Giving; Eliminating Death Taxes Powers of Appointment Estate Plan Update Checklist Trust and Estate Administration Family Limited Partnerships Ending the Estate Tax and Annuities and Saving Bonds Substantian of Values and Gifts to Grandchildren Disclaimers Powers of Attorney Professional Advisors Fraudulent/Abusive Trusts Estate Planning Thoughts and Suggestions Irrevocable Life Insurance Trusts Don't Count On An Inheritance Unusual Laws Why You Need A Will Generation Skipping Trust Planning Mediation of Probate and Estate Administration Matters IRAs Now Exempt From Creditors April 1: IRA "D-Day" What Type of Assets Should Be Gifted? Divorce and Estate Planning Keeping Your Estate Plan A Secret Medi-Cal Planning Loans To Family Members Estate Tax Rates for 2000 Checklist for Estate Planning For Busy People, continued from last week The Busy Persons Estate Planning Checklist What If There Was Not An Estate Tax? Charitable Giving Via The Internet Wills of Rich and Famous and More Gift-Giving Ideas Basic Gift Tax Rules Sham Trusts, Nursing Homes and Legal Research On the Net "Simple" Will Drafting IRS Clarifies Minimum Distribution Rules For a Contingent Beneficiary Planning For Known Events: Death and Retirement Long-Term Care Insurance To Preserve Estate Of Parents As Well As Basic Plannng Documents Charitable Giving Rules for Gifts of Tangible Personal Property What To Do With Important Papers A Bypass Trust Will Save Your Family Hundreds Of Thousands Of Dollars And Preserve Wealth The Power Of Compounding Revisited Children From A Prior Marriage Charities As Beneficiary For Your IRA Charitable Lead Trusts Beneficiary Designations, Death Bed Gifts by Check and Medicaid Evictions Use Crummey Withdrawal Powers To Use The $10,000 Annual Gift Tax Exclusion Are Death Taxes Necessary? Making Gifts In Excess of the $10,000 Annual Exclusion Summary Procedures To Pass Assets Long-Term Care and Nursing Home Information Disclaimers: Allowing An Inheritance To Pass To The Next Beneficiary Inherited IRAs From A Non Spouse The Increasing Federal Estate Tax Exemption Life Insurance Costs Short Subjects (as a result of July 4th preparations) Who Should Own Your Life Insurance? Single People Need Estate Planning Too The Fifty Year Children's IRA Getting Started On Planning Your Estate Barriers To Making An Estate Plan Payment In Full Notations Written On Checks Understanding IRA Distributions For Non-Spouses Do Your Parents Have An Estate Plan? Deductible Travel And Entertainment Expenses What Is Community Property And Tax Consequences Of It? Plan Now For Your 1999 Income Tax Return Inheriting From a Step or Foster Parent IRA Beneficiaries and Method for Calculating Minimum Distributions ILLEGAL TRUSTS Life Insurance Ownership Strategies New Gift Tax Statute Of Limitations The Magic of Compounding: ''The Eighth Wonder of the World'' What is a ''Reasonable Fee'' for a Trustee? What are the Duties and Responsibilities of an Executor? Grats: What Are They And Why Use Them? The Generation Skipping Tax Exemption How You Should Own Life Insurance Policies Testamentary Capacity New Year's Resolutions Don't Forget Stepchildren and Step-Grandchildren Beyond Your Will and Trust The Benefits Of A Roth IRA Gift For A Minor Are Enormous Make Your Gifts Before December 31, 1998 Estate Planning Advantages of a Roth IRA Roth Conversion Deadline is 12/31/98 A Simple Strategy to Save Thousands Deferring IRA Distributions IRA Withdrawals & Social Security Substituted Judgement Uniform Transfer to Minors (UTMA) Plan to 100 Thankless Children Umbrella Insurance Gift Taxes What is Community Property? New Spouse? New Estate Plan Protect Nursing Home Bequests Can a Notary sign a document on behalf of a disabled person? The Family Owned Business Exclusion Strategies to Consider California Estate Tax 1998 Medi-Cal Allowances An Estate Planning Checklist Legal Specialists: A Bargain? Joint Tenancy Problems Updating Powers of Attorney IRA Strategies Preventive Law