Insights
Summary: Key Point: Retirement account beneficiary designations should be coordinated with the estate plan, not treated as routine account paperwork. Why it matters: Leaving all retirement assets to a spouse …
Summary: Key point: An irrevocable trust does not have to be rigid. Carefully defined powers can provide flexibility without undermining the trust’s primary purposes. Why it matters: Family circumstances, beneficiary …
Summary: Key Point: A Nevada Incomplete Gift Non-Grantor Trust (“NING”) may offer state income tax and estate planning benefits in some states, but current California law generally eliminates the traditional NING …
Summary: Key Point: A long-term trust can function as a developmental system, providing measured access, increasing responsibility, and continuing protection as beneficiaries’ needs and capabilities evolve. Why it matters: Mandatory …
Summary: Key point: Current gifting rules and 2026 federal exclusion amounts may create opportunities for California residents to transfer wealth through annual gifts, 529 contributions, trusts, real estate or business …
On February 5, 2026, our speakers, Jeffrey Abrams and Harry Nelson explored the recent manifestations of antisemitism as explicit and implicit bias in law and more broadly in American society. Access …
On January 22, 2026, our speakers, Judith Gordon and Harry Nelson discussed practical tools to help lawyers survive and thrive in their practice. Access PowerPoint Slides About This Program In …
On January 8, 2026, our speakers, Harry Nelson, Jennifer Stalvey, and Gary Krausz provided an inside look at the new State Bar Client Trust audit process. Ethical and compliant client trust …
In Part Five of our “Protecting Your Practice” webinar, Healthcare Chair Harry Nelson and Trusts & Estates Partner Stephen Kirschenbaum discuss estate planning tools and strategies for doctors, healthcare professionals, …
In Part Four of our “Protecting Your Practice” webinar, Healthcare Chair Harry Nelson and Trusts & Estates Partner Stephen Kirschenbaum discuss estate planning tools and strategies for doctors, healthcare professionals, …
In Part Three of our “Protecting Your Practice” webinar, Healthcare Chair Harry Nelson and Trusts & Estates Partner Stephen Kirschenbaum discuss estate planning tools and strategies for doctors, healthcare professionals, …
In Part Two of our “Protecting Your Practice” webinar, Healthcare Chair Harry Nelson and Trusts & Estates Partner Stephen Kirschenbaum discuss estate planning strategies for doctors, healthcare professionals, and health …