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  • CA Medi-Cal Asset Limits going to $130,000 for individual and $195,000 as of July 1, 2022 Formerly, applicants to the CA Medi-Cal program were limited to...
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  • Portability Election now has 5 year window The IRS issued a private letter ruling [Revenue Procedure 2022-32...
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  • Payments For payment of an invoice for legal services, click here:...
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  • Can a medical directive arrive in the form of a tattoo? 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 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...
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  • Good overview of current tax plan 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 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...
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  • Trump Tax Plan – Wait & See? 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...
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  • November 2016 Newsletter
    November 2016 Newsletter
  • October 2016 Newsletter
    October 2016 Newsletter
  • EP 401 – Captive Insurance Company Webinar Materials For a link to the materials referred to by Brad...
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  • EP 101: Sept 23 Fri 12pm Revocable Trust Plans – A B C planning.
    EP 101: Sept 23 Fri 12pm Revocable Trust Plans – A B C planning. Powered by Eventbrite
  • Workshop: Nov 16 Wed 6pm Planning & Caring for Aging Family 3 of 3 – Protecting Aging Family from Others Powered by Eventbrite
  • Workshop: Oct 19 Wed 6:30pm Planning & Caring for Aging Family 2 of 2 – Protecting aging family from “Self” Powered by Eventbrite
  • Workshop: Sept 21 Wed 6:30 Protecting Aging Family 1 of 3 – Protecting aging family from the “System of Aging in America”   Powered by Eventbrite
  • EP101: Estate Planning 101 seminar for advisors & clients Oct. 28 Fri 12pm
    EP101: Estate Planning 101 seminar for advisors & clients Oct. 28 Fri 12pm Powered by Eventbrite
  • September 2016 Newsletter
    September 2016 Newsletter
  • Text Message – Binding Contract?
    Text Message – Binding Contract? A recent case in MA exhibits the strong potential for...
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  • Rising Problem in Nursing Home Care – Eviction When parents enter into long term care facilities, stress and...
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  • November 2015 –  What’s HOT in Estate Planning?
    November 2015 – What’s HOT in Estate Planning?
  • October 2015 Newsletter – IRA Protection Planning
    October 2015 Newsletter – IRA Protection Planning
  • Resources Don Sweet, Esq. AEP Attorney Don Sweet heads the San...
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  • August 2015 Newsletter – Key Documents for College Bound Children
    August 2015 Newsletter – Key Documents for College Bound Children  
  • June 2015 Newsletter – With kids, fair does not have to mean equal
    June 2015 Newsletter – With kids, fair does not have to mean equal  
  • June 30 Seminar Info
    June 30 Seminar Info June 30 Seminar “Introduction to Estate Planning” Location: 181 2nd...
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  • Join us at Belmont Senior Showcase
    Join us at Belmont Senior Showcase Attorney Roxanne Jen and Client Case Manager Laura Oliver meeting...
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  • May 2015 Newsletter – Digital Asset Planning Solutions
    May 2015 Newsletter – Digital Asset Planning Solutions    
  • April 2015 Newsletter – Charitable Considerations
    April 2015 Newsletter – Charitable Considerations
  • March 2015 Newsletter – Organize Information for Your Family
    March 2015 Newsletter – Organize Information for Your Family
  • February 2015 Newsletter – Blended families and estate planning
    February 2015 Newsletter – Blended families and estate planning
  • January 2015 Newsletter – Trust based asset protection strategies
    January 2015 Newsletter – Trust based asset protection strategies
  • 2015 Important Gifting Numbers from the IRS
    2015 Important Gifting Numbers from the IRS The IRS released Revenue Procedure 2014-61 establishing taxation thresholds for a...
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  • Power of the Grantor Trust – IRS issues PLRs on Life Insurance Planning and dread Transfer For Value rules
    Power of the Grantor Trust – IRS issues PLRs on Life Insurance Planning and dread Transfer For Value rules Based upon recent IRS guidance, Grantor Trust status is a...
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  • House of Oscar De La Renta – Loss of timeless icon provides planning lessons for family business owners and advisors.
    House of Oscar De La Renta – Loss of timeless icon provides planning lessons for family business owners and advisors. Business & estate planning impacts much more than just numbers...
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  • Question:  Can I gift my house to my kid?
    Question: Can I gift my house to my kid? Generally, any property can be transferred inter vivos, or during...
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  • Business owners who use IRAs as cash reserve may want to consolidate IRAs – IRS to follow Tax Court ruling on IRA one-rollover-per-year rule
    Business owners who use IRAs as cash reserve may want to consolidate IRAs – IRS to follow Tax Court ruling on IRA one-rollover-per-year rule In Announcement 2014-15 the IRS indicated that it will allow...
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  • Elder Abuse in San Mateo County – What to look for, who to call & the importance of the Power of Attorney for mom
    Elder Abuse in San Mateo County – What to look for, who to call & the importance of the Power of Attorney for mom Tonight the Peninsula Estate Planning Council welcomed San Mateo Deputy...
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  • Protection through Limited Liability Entities
    Protection through Limited Liability Entities Shareholders in C or S corporations or members in LLCs...
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  • New Client Questionnaire
    New Client Questionnaire New Client Questionnaire  
  • Protection Planning is like a Seatbelt – Just CLICK IT.
    Protection Planning is like a Seatbelt – Just CLICK IT. When we get into a car, we are required by...
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  • What is a trust? What is a trust?  This is a question that is...
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  • September Newsletter Below, please find the Rodnunsky & Associates September Newsletter. Button...
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  • August 2014 Newsletter The August 2014 Newsletter is here.  Click below to download...
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  • What is a trust? What is a trust?  This is a question that is...
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  • September 15 Tax Time good check-in for Corporate Formalities Having utilized a 6 month extension in April 2014, many...
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  • Buy Sell Planning – Simple Cross-Purchase and Entity Purchase Arrangement Planning with Life Insurance Buy Sell plans typically come in 1 of 2 flavors...
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  • Estate Planning for Families with Children Families with young children often ask what is the basic,...
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This website is informational in nature only. It does not constitute, nor it may be relied upon, as legal or tax advice; nor does it establish an attorney client relationship which may only be established by a signed agreement between client and attorney. Always consult qualified counsel.

© 2014-2016 Don Sweet, Esq.

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