Silicon Valley Estate Planning Journal
News and Articles from the Law Offices of John C. Martin
Join us for Two Upcoming Live Radio Appearances
Join John C. Martin for two upcoming live radio appearances. The first will be this Saturday at 3:15PM PST with Michael Finney of Channel 7 News on KGO Radio, 810 AM. The program will discuss proposed changes to Proposition 13. The second will be live broadcast on...
Radio NPR: Leaving Your Home to Your Child/Children and Preserving a Proposition 13 Tax Basis
https://youtu.be/5_USqO-1_aA Listen to John Martin's NPR / KALW interview on Proposition 13, property taxes, and passing a residence from parent to child.
Tune in to John Martin Radio Appearance at 7PM PST, Wednesday, February 1st
On Wednesday, February 1st at 7PM, John Martin will appear in a radio program with Chuck Finney, called "Know Your Legal Rights". The station is 91.7 FM, KALW, and listeners can also live stream from the website: http://kalw.org/programs/your-legal-rights#stream/0...
John C. Martin Granted Favorable IRS Private Letter Ruling on Behalf of Tax Client
PLR 201551008 Under current law, the executor of a Decedent's estate must timely file Form 706 to elect portability of a deceased spouse's unused exemption amount. The ultimate tax savings of a timely portability election can be significant, effectively doubling the...
Three Reasons to Avoid Revocable Transfer on Death Deeds
Effective January 1, 2016, California AB 139 creates the new Revocable Transfer on Death Deeds (RTODDs). This pilot program, effective until January 1, 2021, gives individuals the power to automatically transfer property on death to a named beneficiary with a simple...
$23,500 in Scholarships Awarded Through Menlo Park Kiwanis Club
We would like to congratulate the five Menlo-Atherton High School seniors that are receiving scholarships totaling $23,500 from the Kiwanis Club of Menlo Park, where John serves as Scholarship Chair. More information on the recipients of the awards available at...
Have You Ever Wondered What Happens to Your Facebook Account After You Have Passed Away?
If no one contacts Facebook to alert the company of that you have passed, your profile will remain active indefinitely. Facebook doesn’t delete inactive accounts without notification. Facebook has established three options for your account when you have passed away:...
John C. Martin, Esq. Earns Specialist Status
We are pleased to announce that as of August 1, 2014, the California Board of Legal Specialization has certified John C. Martin, Esq. as a legal specialist in Estate Planning, Trust, & Probate Law. This title is held by less than half of one percent (.5%) of...
BREAKING NEWS: Supreme Court Ruling on Inherited IRAs
Today, the Supreme Court ruled in Clark v. Rameker that inherited IRAs cannot be excluded from the bankruptcy estate using the "retirement funds" exemption under 11 U.S.C. 522(b)(3)(C). The full text of the Supreme Court's opinion is available here. This has important...
How to Stop Worrying About Running Out of Money in Retirement
Many retirees today worry about having enough money for their retirement. Of special concern is if there will be enough money to provide for the surviving spouse. This is called “shortfall risk,” and it is a valid concern. People are living longer and health care...
John C. Martin
(650) 329-9500
Recent Posts
- Estate Planning with Real Estate after Proposition 19
- John Martin recently quoted in Charles Wallace’s article on Digital Wills and the importance of managing passwords
- KGO Radio Interview with John Martin
- Through Menlo Park Kiwanis, John Martin Helps Award $50,000 in College Scholarships
- Federal Tax Reform is Coming. Are you Ready?
- California Asset Protection Laws are Changing. Is Your Current Trust Adequate?
- Tune in on 7/19 at 7pm for a Live Radio Discussion on the Prevention of Financial Elder Abuse
- John C. Martin Featured on ABC7 News with Michael Finney
- John Martin Helps Give Away $55,000 in Scholarships to M-A Students through Menlo Park Kiwanis
- Register for John Martin’s Strafford Live Webinar on Qualified Domestic Trusts