Don Sweet, Esq. AEP – ProtectionCounsel.com

About Don Sweet, Esq. AEP

Don Sweet heads the San Francisco office of Rodnunsky & Associates. Don Sweet serves clients through counsel and advocacy. Whether planning an inter-generational wealth transfer strategy, adminstering the details of a trust or defending the rights of a beneficiary, Don’s efforts and focus are client centered. He is determined in pursuing client rights. Understanding the importance of value in professional service relationships, Mr. Sweet delivers creative, realistic and cost-effective solutions. With a deep and varied planning background, he works with those who seek protection of family and wealth in all areas of estate planning. Mr. Sweet holds the Accredited Estate Planner? (AEP) designation from the National Association of Estate Planning Councils. He earned his undergraduate degree from Arizona State University and earned his law degree from Whittier College of Law where he was a member of Law Review. He externed for the Honorable John Ryan, a Federal Bankruptcy Judge and Chief Judge of the U.S. Bankruptcy Appellate Panel for the 9th Circuit. Mr. Sweet has worked with private clients since 1997 and joined the California Bar in 2005.

Payments

Oct 19, 2020

For payment of an invoice for legal services, click here: For pre-payment of legal services to be deposited into client trust account, click here:

Can a medical directive arrive in the form of a tattoo?

Dec 1, 2017

A recent Florida episode proved interesting. http://www.foxnews.com/health/2017/12/01/doctors-taken-aback-by-unconscious-patients-do-not-resuscitate-tattoo.html

LLC Growth Drives Tax Discussions

Nov 13, 2017

https://www.bloomberg.com/view/articles/2017-11-13/a-gift-from-republicans-to-all-those-llcs-and-lps A great discussion of the history and subsequent growth of the use of entities by business. /djs

Good overview of current tax plan

Nov 9, 2017

https://www.accountingtoday.com/opinion/2017-tax-reform-proposed-individual-tax-changes-in-the-tax-cuts-and-jobs-act

Trump Tax Plan could drag on through 2018 Election cycle

Nov 9, 2017

https://www.bloomberg.com/news/articles/2017-11-07/your-guide-to-following-the-u-s-tax-cut-debate-quicktake-q-a Not it quite a lock without Democratic support and not all Republicans have signed on. Potentially, Congress can carryover to 2018 with heavy lifting on other issues arising in December including budget resolution on spending and Border Wall. If you have questions or concerns give a call to further discuss. /djs

Trump Tax Plan – Wait & See?

Sep 28, 2017

https://www.bloomberg.com/news/articles/2017-09-27/trump-plan-s-business-tax-cut-seen-as-major-boon-for-the-top-1 Proposal a “guidepost” for tax writing committees. Plan cuts income tax brackets to three from 9. Would eliminate Estate/Generation Skipping Tax, Alternative Minimum Tax AMT. Estimates put AMT break at $800B and Estate Tax at $250+B. No specifics provided. Plan allows Congress the power to write a new top personal income tax bracket. Plan […]

Archive

Entries by Don Sweet, Esq. AEP

About Don Sweet, Esq. AEP

Payments

Can a medical directive arrive in the form of a tattoo?

LLC Growth Drives Tax Discussions

Good overview of current tax plan

Trump Tax Plan could drag on through 2018 Election cycle

Trump Tax Plan – Wait & See?

November 2016 Newsletter

October 2016 Newsletter

EP 401 – Captive Insurance Company Webinar Materials

EP 101: Sept 23 Fri 12pm Revocable Trust Plans – A B C planning.