Kevin J. Moore recently spoke to Provisors Pasadena II group about the ABC’s of living trusts. He discussed the estate tax law changes that became effective in 2011 and how that necessitated changes in the structure of living trusts post-2011. Living trusts are now structured in new ways. Under pre-2011 estate tax law, you may have created a B Trust, or an A,B,C, Trust, now there is more of a […]
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The Supreme Court ruled in North Carolina Department of Revenue v. Kimberley Rice Kaestner 1992 Family Trust that a state does not have the authority to tax a trust’s undistributed income solely because the beneficiary resides in that state. This case potentially had far reaching implications if the unanimous decision was ruled in favor of North Carolina. States often seek new avenues of revenue through taxation but The Kimberley Rice […]
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Last Saturday, Kevin J. Moore spoke at the Chinese American CPA Association 2019 Professional Expo. This organization offers professional services such as taxation, accounting, law, wealth management, and insurance to Chinese American members. Kevin J. Moore, Pasadena Magazine’s 2019 Top Estate Planning Attorney, was invited to give a presentation on recurring estate and gift tax issues for non-resident Chinese investors who invest in U.S. real estate. There are 16 countries […]
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Ceo Blog Nation’s 21 Entrepreneurs Share Their Best Marketing Tips list includes Kevin J Moore’s top tip. Marketing is the key to a successful business and there are a number of ways to effectively market your ideas. Read more: https://rescue.ceoblognation.com/2019/05/31/entrepreneurs-share-their-best-marketing-tips-2/
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Kevin J. Moore was recently quoted in LAist.com article “Why LAUSD’s Measure EE to Fund Schools is on Shaky Legal Ground.” Mr. Moore has handled property tax cases for about 15 years and discussed property tax issues related to the language within the measure. To read full article visit: https://bit.ly/2Q6Kkut
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Kevin J. Moore was named 2019 Top Attorney in Pasadena Magazine. The Pasadena Magazine 2019 Top Attorney’s List is based on an online peer review survey sent out to practicing attorneys in the Pasadena area. To be recognized by peers as the leading estate planning attorney in Pasadena is a tremendous honor. Pick up a copy of the March 2019 issue today!
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In September of 2018, the California Legislature enacted the Uniform Trust Decanting Act. Decanting is defined as the ability of someone to distribute property from an irrevocable trust (“the first trust”) to one or more second trusts or to modify the terms of the first trust without the consent of the beneficiaries of the first trust or approval of the court. California’s new decanting statute is highly technical, replete with […]
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We regularly litigate cases involving allegations that family members or other caregivers convinced an elder with dementia to change their will or trust in order to cut someone out or get a bigger share for themselves. A will or trust that has been changed can, however, often be reversed and assets can be recovered if you can show that the person should not have been allowed to make those changes. […]
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Last week Kevin Moore attended the Step Orange County Conference on tax updates, estate planning, and the world economy. This 2-day event covered the most important domestic and international estate and tax planning opportunities for attorneys, accountants, wealth managers, financial advisors, and life insurance agents, as well as provided insights for corporate trustees, private fiduciaries, and charitable planning consultants. A number of excellent presentations were given on asset protection trusts […]
Read MoreA new California law requires active attorneys licensed in California to be re-fingerprinted. Today, the KJM LAW Partners Firm brought in American Fingerprinting Live Scan to help our entire building get fingerprinting completed before the April 30, 2019 deadline. For more information on Fingerprinting Rule Requirements visit : http://www.calbar.ca.gov/Attorneys/Attorney-Regulation/Fingerprinting-Rule-Requirements
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