May 2015 Newsletter – Digital Asset Planning Solutions

May 7, 2015 Posted by Don Sweet, Esq. AEP Estate Planning, General

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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 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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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. 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 Powered by Eventbrite
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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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Join us at Belmont Senior Showcase Attorney Roxanne Jen and Client Case Manager Laura Oliver meeting...
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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 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. Business & estate planning impacts much more than just numbers...
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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 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 Tonight the Peninsula Estate Planning Council welcomed San Mateo Deputy...
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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
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 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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