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.

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 […]

November 2016 Newsletter

Nov 24, 2016

October 2016 Newsletter

Oct 24, 2016

EP 401 – Captive Insurance Company Webinar Materials

Oct 6, 2016

For a link to the materials referred to by Brad during today’s call, please send an email to: don.sweet@rodnunskylaw.com Two of the items referred to in the call:

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

Sep 17, 2016

Workshop: Nov 16 Wed 6pm Planning & Caring for Aging Family 3 of 3 – Protecting Aging Family from Others