Clark's estate planning notes
Clark's Estate Planning Notes
Clark's comments on estate planning, including how to anticipate and plan around potential estate planning problems.
Blog
estate planning
Unmarried Couples Should Not Use Joint Living Trusts
Unmarried couples need separate living trusts, not joint living trusts. Learn about the planning differences between unmarried and married couples.
taxes
Capital Gains Tax When You Sell Your California Home
Understanding the capital gains tax when selling your California home, including federal and state tax, step-up basis, and California withholding tax.
estate planning
California Joint Tenancy Proportional Interest Transfer Rule
Learn about the California Joint Tenancy Proportional Interest Transfer Rule, Prop 19, and the implications of owning your home with your parent.
estate planning
Clark's Random Notes on California Estate Planning
Estate planning insights from Clark Allison on trust fund babies, decision making, property tax reassessment, ADU planning, dogs, and Charles Dickens.
trust administration
Trustee's Duty to Beneficiaries in California
California trustees have strict legal duties, and breaching them personally exposes you to lawsuits. Here's what the law requires and what trips up...
virtual estate planning
California Estate Planning Made Easy With Virtual Estate Planning
Avoid the hassle of traditional estate planning and work with an attorney you will like virtually from the comfort of your home.
estate planning
25 Estate Planning Life Hacks from a 25 Year Estate Planning Attorney
Learn valuable estate planning life hacks from a seasoned estate planning attorney to protect your assets, family, and legacy.
estate planning
Don't Give Away Your Home to Your New Love
Protect your home and children. Learn how to create a Residence Trust in your living trust for your new spouse or significant other's occupancy.