by John Martin | Oct 8, 2024 | Estate Planning for Families, Presentation
This session covers essential topics on estate planning, including how to address issues related to taxes, multiple heirs, and family considerations to help prevent legal disputes and ensure a smooth transition of...
by John Martin | Apr 19, 2019 | Digital Assets, Estate Planning for Families
What happens to your online life after you die
by John Martin | Jan 28, 2016 | Estate Planning for Families, Tax Planning
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,...
by John Martin | Jan 22, 2016 | Estate Planning for Families
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...
by John Martin | Aug 5, 2014 | Estate Planning for Families, Trusts
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...