Settling the Revocable Trust in California
A Guide for the Non-Professional Trustee
Contains an extended discussion of the procedures followed in settling a decedent’s estate where some or all of the assets are held through a revocable living trust. Covers duties of the trustee, rights of beneficiaries, notice and accounting requirements, tax reporting, fees and costs, and other topics related to trust settlements. For PDF document, click here.

Client Driven Estate Planning
Estate plans should meet the needs of the client, not the lawyer. Published in Trust & Estates Quarterly, a publication of the Estate Planning, Trust and Probate Law Section of the State Bar of California (Summer 2003). For PDF document, click here.

Beyond Value Billing
Discusses why flat-fee billing makes sense for lawyers and their clients and why small, specialized offices may provide better client service than larger ones. Published in Business Law Today, a publication of the Law Practice Management Section of the American Bar Association (January/February 1998). For PDF document, click here.

Start Your Own Charity!
A look at the uses of private charitable foundations under current tax law
Discusses how private charitable foundations can be used to achieve good tax results in a variety of situations. For PDF document, click here.