News - Kevin J. Moore & Associates

News

Kevin J. Moore Quoted in Msn.com Article on Steps to Reduce Your Tax Bill

tax loss harvesting

Kevin J. Moore was recently quoted in MSN.com article “10 steps you can take right now to reduce your tax bill“. One of the ways you may reduce your tax liability is through tax-loss harvesting. Tax-loss harvesting is the selling of assets, such as stocks at a loss, in order to offset gains realized on other assets or stocks. In the article, Mr. Moore explains the importance of tax-loss harvesting […]

Read More

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 […]

Read More

Kevin J. Moore 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 […]

Read More

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 […]

Read More

Kevin J. Moore 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 […]

Read More

Kevin J Moore Shares Top Marketing Tip With Ceo Blog Nation

Best Marketing Tips for Entrepreneurs

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/

Read More

Kevin J. Moore Recently Quoted in Laist.com Article About LAUSD Measure EE

Laist measure ee property tax issues

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

Read More

Kevin J. Moore Named 2019 Top Attorney By Pasadena Magazine

Pasadena Top Estate Planning Attorney

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!

Read More

What You Need To Know About California’s New Decanting Statute

Uniform Trust Decanting Act

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 […]

Read More

What You Need To Know About Lack Of Capacity To Create Or Change A Will Or Trust In California

Last Will and Testament Litigation Case

We regularly litigate cases involving allegations that a family member or other caregiver convinced an elder with dementia to change their trust or will 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 […]

Read More