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.
You also might be interested in
For payment of an invoice for legal services, click here:[...]
Generally, any property can be transferred inter vivos, or during[...]
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
Latest Written Materials
-
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...
Read More -
Portability Election now has 5 year window The IRS issued a private letter ruling [Revenue Procedure 2022-32...
Read More -
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...
Read More -
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...
Read More -
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...
Read More -
EP 401 – Captive Insurance Company Webinar Materials For a link to the materials referred to by Brad...
Read More -
EP 101: Sept 23 Fri 12pm Revocable Trust Plans – A B C planning. Powered by Eventbrite
-
EP101: Estate Planning 101 seminar for advisors & clients Oct. 28 Fri 12pm Powered by Eventbrite
-
Text Message – Binding Contract? A recent case in MA exhibits the strong potential for...
Read More -
Rising Problem in Nursing Home Care – Eviction When parents enter into long term care facilities, stress and...
Read More -
June 2015 Newsletter – With kids, fair does not have to mean equal Don Sweet, Esq. AEP Attorney Don Sweet heads the San...
Read More -
June 30 Seminar Info June 30 Seminar “Introduction to Estate Planning” Location: 181 2nd...
Read More -
Join us at Belmont Senior Showcase Attorney Roxanne Jen and Client Case Manager Laura Oliver meeting...
Read More -
2015 Important Gifting Numbers from the IRS The IRS released Revenue Procedure 2014-61 establishing taxation thresholds for a...
Read More -
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...
Read More -
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...
Read More -
Question: Can I gift my house to my kid? Generally, any property can be transferred inter vivos, or during...
Read More -
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...
Read More -
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...
Read More -
Protection through Limited Liability Entities Shareholders in C or S corporations or members in LLCs...
Read More -
New Client Questionnaire New Client Questionnaire
-
Protection Planning is like a Seatbelt – Just CLICK IT. When we get into a car, we are required by...
Read More -
What is a trust? What is a trust? This is a question that is...
Read More -
September Newsletter Below, please find the Rodnunsky & Associates September Newsletter. Button...
Read More -
August 2014 Newsletter The August 2014 Newsletter is here. Click below to download...
Read More -
What is a trust? What is a trust? This is a question that is...
Read More -
September 15 Tax Time good check-in for Corporate Formalities Having utilized a 6 month extension in April 2014, many...
Read More -
Buy Sell Planning – Simple Cross-Purchase and Entity Purchase Arrangement Planning with Life Insurance Buy Sell plans typically come in 1 of 2 flavors...
Read More -
Estate Planning for Families with Children Families with young children often ask what is the basic,...
Read More