• Payment
  • Contact
  • Events
  • Resources
  • New Client Questionnaire
  • Home
  • Send Us A Message
  • Calendar

Call us toll free 650-285-5400

Find us on Map
Login

Login
ProtectionCounsel.comProtectionCounsel.com
  • Home
  • Events
  • Resources
  • Contact
  • Payment

Posts by Don Sweet, Esq. AEP

Home Author Don Sweet, Esq. AEP

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.

CA Medi-Cal Asset Limits going to $130,000 for individual and $195,000 as of July 1, 2022

Jul 22, 2022

Formerly, applicants to the CA Medi-Cal program were limited to $2,000 in asset ownership in order to qualify for benefits....

Portability Election now has 5 year window

Jul 22, 2022

The IRS issued a private letter ruling [Revenue Procedure 2022-32 (irs.gov)] allowing the election of a Deceased Spouse’s Unused Exemption...

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...

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...

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...

November 2016 Newsletter

November 2016 Newsletter

Nov 24, 2016
October 2016 Newsletter

October 2016 Newsletter

Oct 24, 2016
Load More Posts

Contact Us

We're currently offline. Send us an email and we'll get back to you, asap.

Send Message
Call today for a complimentary conversation about your protection concerns. Contact Here

Follow us on Google+

 

Search

Rodnunsky & Associates - Los Angeles

Pages

  • Home
  • Contact
  • Resources
  • Send Us A Message
  • Team
  • Oompa Loompa Protection Strategies
  • EP401
  • Calendar
  • Payment

Newsletter Sign Up

Contact Info

  • Rodnunsky & Associates - Bay Area
  • 555 Twin Dolphin Dr. Suite 330, Redwood City, CA 94065
  • 650-285-5400

Important Disclaimer

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.

  • Home
  • Events
  • Resources
  • Contact
  • Payment