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| KEYSTONE QUARTERLY |
| JUNE 2017 |
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Keystone Law Group, P.C. is excited to announce the launch of its newsletter, Keystone Quarterly, which provides updates on the latest Probate developments as well as recent news and announcements from our firm.
Keystone has dedicated its practice exclusively to Probate, Trust and Estate litigation and administration, and is one of the largest law firms in California devoted to this practice area. |
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| LEARN MORE |
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| HOW ONE COURT INTERPRETED THE RIGHT TO A PRE-DEATH ACCOUNTING |
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| While recent case law has clarified that trust beneficiaries are, at times, entitled to receive a pre-death accounting of trust assets, this issue still remains fluid in the lower courts, as evidenced by a recent LASC decision in one of Keystone’s cases. |
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| READ MORE |
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| NEW CASE EXPANDS CREDITORS' ACCESS TO FUNDS HELD BY A SPENDTHRIFT TRUST |
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| Spendthrift trusts have historically been one of the most powerful tools for protecting beneficiaries from themselves, but their benefits may have been significantly limited by a recent California Supreme Court case. Estate planners should take caution when asked to include mandatory distribution provisions for a settlor's spendthrift beneficiary. |
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| READ MORE |
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| THE GRANDPARENT-GRANDCHILD REASSESSMENT EXCLUSION - IT ISN'T FOR EVERYBODY |
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| When a decedent passes and the beneficiaries wish to keep the inherited real estate, the property tax consequences are an important consideration. Grandchildren in this situation should be aware of the significant limitations of the grandparent-grandchild exclusion and how it differs from the parent-child exclusion. |
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| READ MORE |
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| ANNOUNCEMENTS |
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| KEYSTONE LAUNCHING SAN FRANCISCO BRANCH OFFICE |
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| We are excited to announce that starting Monday, July 3, 2017, Keystone will be opening a new office in San Francisco to serve our clients in the Bay Area. |
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| READ MORE |
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| SHAWN S. KERENDIAN SELECTED FOR DAILY JOURNALS' TOP 40 UNDER 40 |
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| In April 2017, Shawn S. Kerendian was selected and featured in the Los Angeles and San Francisco Daily Journals' Top 40 Under 40 attorneys in California. |
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| READ MORE |
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| KEYSTONE ATTORNEYS SPEAK AT PROBATE SEMINARS FOR NBI |
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| Twice in 2017, Keystone attorneys have been invited to speak as expert panelists on Probate topics by the National Business Institute (NBI). |
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| READ MORE |
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| JOSHUA D. TAYLOR PARTICIPATES IN LIVE RADIO INTERVIEW ON ELDER ABUSE |
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| On May 9, 2017, Joshua D. Taylor was featured on a live radio interview to discuss elder abuse. |
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| READ MORE |
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