Firm News

Estate Planning, Trusts and Probate

Kevin J. Moore Named on So Cal’s 2023 Super Lawyers List

Kevin J. Moore Super Lawyer Announcement

We are excited to announce that Kevin J. Moore has been named one of Southern California’s 2023 Super Lawyers, part of Thomson Reuters for the second year in a row! With over 30 years of experience in estate planning and estate tax planning for high net-worth inviduals and business owners, Kevin J. Moore has truly earned this honor. 

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New Changes to Canadian Succession Laws

couple sign will and estate documents

This past year, Ontario, Canada drastically changed its succession laws in relation to how separations and marriages affect the validity of wills and the rights of surviving spouses. Now, under the laws of Ontario, separated spouses will not inherit under their former partner’s will or from a former partner’s intestate estate provided the couple was separated on or after January 1, 2022. Furthermore, marriages on or after January 1, 2022 […]

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What is Undue Influence?

Older man signing a will in his attorney's office

When someone passes away, we have a sense of whom we expect to inherit the bulk of their property and other assets. When those expectations do not come to pass, the law sometimes intervenes and overturns the expressed desire of the person who passed away, as reflected in their will, codicil, trust, and related documents. The idea that specific provisions of a will or trust should not be carried out […]

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Kevin J. Moore Conducting Zoom Webinar on CA’s Prop 19

CA's Prop 19

California’s recently passed Prop 19, is increasing residential property taxes. Please register for Kevin J. Moore’s Zoom webinar here: https://zoom.us/webinar/register/WN_nHIl8caRQHCAFZx0pb9PfQ to learn more about this and what you can do to properly prepare. The Zoom webinar will be conducted on Wednesday, December 9, 2020 from 2:00pm-3:00pm PST.

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What Happens to Your Facebook Account When You Die?

Facebook and digital assets

Have you realized how much of your valuable personal information is online, pictures especially? We have ancestor history, banking accounts and details, travel logs, blog posts, and photos all available digitally. All of that digital information needs protection and if you don’t take action you might lose that information because your loved ones cannot access it. If you don’t securely save and share your passwords, when you pass away your […]

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Kevin J. Moore Attends NYU’S 78th Institute on Federal Taxation

federal tax institute san francisco

Last week Kevin J. Moore attended the NYU 78th Institute on Federal Taxation in San Francisco. This conference covered the most advanced tax issues, offering participants a clear understanding of the key issues affecting their clients or business and presenting planning ideas that can immediately be used in practice. The Institute also provided the perfect setting to meet practitioners from all around the country. The range of attendees included: attorneys, […]

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How To Retrieve Assets If You’ve Been Excluded From a Will or Trust

exclusion from will or trust due to undue influence

When someone has changed a will or trust just a few years before they pass away, this can lead to an accusation that someone has used a position of confidence or authority in order to take unfair advantage. Undue influence is the legal term used to describe this situation. Undue influence often arises with a husband and wife who have been married for several decades, built a family, own a […]

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KJM Speaks to Provisors Pasadena II Group About the ABC’s of Living Trusts

Provisors Pasadena II Group

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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North Carolina Loses in Trust Tax Case, Supreme Court Rules

U.S. Supreme Court Rules in North Carolina Trust Tax Case

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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KJM Spoke to the Chinese American CPA Association About Estate & Gift Tax Issues

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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