Firm News

Exploring Trustee Liability: What You Need to Know

Trustee Liability

A trustee, whether an individual or a corporate entity, is appointed to manage and oversee the assets held within a trust for the benefit of the beneficiaries. The trustee role carries significant responsibility and potential legal liabilities. Understanding trustee liability is essential for anyone serving as a trustee or considering taking on this role. This knowledge helps navigate the complexities of trust administration and ensures fiduciary duties are met. Missteps […]

Read More

Can a Trust be Challenged?

Older clients consulting lawyer about their trust

How Can a Trust be Challenged? As California lawyers, the attorneys at KJMLAW Partners are often asked about how to challenge a trust or how to create a trust that will withstand a challenge. Trusts are powerful legal instruments designed to protect assets, provide for beneficiaries, and facilitate estate planning. However, like any legal arrangement, trusts can be subject to challenges under certain circumstances. Whether due to suspicions of undue […]

Read More

Changes to Canada Capital Gains Tax in 2024

Canada Capital Gains Tax

On April 16, 2024 the Canadian Federal Government issued its 2024 Budget that announced key changes in taxation coming into effect on June 25, 2024. These changes particularly impact the taxation of estates and will likely have a profound impact on estate/succession planning for both Canadian residents and non-residents with investments/assets located in Canada going forward. Taxes Imposed By The Canadian Federal Government Following Death Unlike the United States, the […]

Read More

Important Information on the Corporate Transparency Act Reporting Requirements in the United States

New Corporate Transparency Act

There is a significant regulatory development that may impact your business operations—the Corporate Transparency Act (“CTA”). Enacted as part of the National Defense Authorization Act for Fiscal Year 2021, the Corporate Transparency Act introduces new reporting requirements for beneficial ownership information (“BOI”), aimed at enhancing corporate transparency and preventing financial crimes. Overview of the Corporate Transparency Act The Corporate Transparency Act mandates that certain entities disclose BOI to the Financial […]

Read More

Kevin Moore on the Legacy Leaders Podcast: The Complex World of Estate Tax Returns

Kevin Moore Appearance on the Legacy Leaders Podcast

Kevin Moore was recently featured as a guest on the Legacy Leaders Podcast, hosted by Tim Garrity. During this conversation, Kevin provides a glimpse into the essence of what has made KJM Law Partners stand out in the field of estate planning and business taxation since 1992, and speaks candidly about the intricacies of estate planning, the pivotal role of estate tax returns in preserving financial legacies, and the importance […]

Read More

KJMLAW Partners Welcomed International Student Attending Vienna University of Economics and Business

Clemens Lorenzoni using computer

KJMLAW Partners was pleased to welcome Clemens Lorenzoni, an international student attending Vienna University of Economics and Business. Clemens is expecting to complete the law program in 2024. While visiting he observed at KJMLAW Partners to learn more about the legal system, similar to what Kevin J. Moore did when he studied abroad. We wish Clemens continued success in his future in law.

Read More

KJMLAW Partners’ Client Warp2Biz Sells to Gigstreem

Warp2Biz logo

KJMLAW Partners, Attorney Michael O’Connor assisted our client Warp2Biz, a Southern California-based internet service provider, in its sale to Gigstreem, a leading provider of high quality residential and commercial broadband networks nationwide. David Hellmold, CEO of Warp2Biz, who will be joining the Gigstreem executive team and leading its commercial sales efforts said, “Joining forces with Gigstreem provides us with the opportunity to deliver even greater value to our customers and […]

Read More

KJMLAW Partners Attend Colleen Williams Charity Golf Tournament and Win Mixed Champion

KJM Law team picture at golf tournament charity event

This week KJMLAW Partners sponsored the 26th Annual Colleen Williams Charity Golf Tournament at Annandale Country club to benefit Casa Treatment Center. This wonderful Pasadena organization has been helping women and their families for over 50 years. It was an honor for KJMLAW Partners to give a gold level donation and play in the Annual Tournament. Attorneys, Debby Doitch, Michael O’Connor, Kevin Bayley, Andrew Nutbrown, and Evan Chavez won Mixed […]

Read More

When A California Will or Trust Doesn’t Mention The Spouse of the Deceased: Status of an Omitted Spouse

Woman touching gravestone

What is An Omitted Spouse? When a spouse dies, the will or trust most commonly provides that their surviving spouse will receive all or most of their property and assets. The presumption that a surviving spouse should receive something is so strong that California law protects the surviving spouse even if they aren’t mentioned in the will or trust. Under California law, such a spouse is considered to be an “omitted spouse.” […]

Read More

When Siblings Act as Co-Trustees: Potential Pitfalls in Estate Planning

Young couple having discussion about documents

We’ve all heard horror stories about families that fall apart after the death of a parent. Siblings stop talking with each other or even end up suing each other. A son or a daughter cuts a parent out of his or her life. Obviously, the reasons for such breakups vary. But in my experience, the primary reason is that the death of a parent almost always raises difficult and emotional […]

Read More

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

Kevin J. Moore Super Lawyers 2023 award

Estate Planning Lawyer Kevin J. Moore named as one of 2023 Southern California’s Super Lawyers 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 individuals and business owners, estate planning lawyer Kevin J. Moore has truly earned this honor […]

Read More

New Changes to Canadian Succession Law

Young couple signing 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 […]

Read More

What is Undue Influence?

Old man signing a document

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 […]

Read More

Pasadena Outlook features KJMLAW Partners

KJM Law Partners group photo featured in Pasadena newspaper

KJMLAW Partners was featured in Pasadena Outlook’s latest edition. The firm recently celebrated their 30 year anniversary and the local paper highlighted the celebration. The anniversary party launched a rebrand and company name change. Previously Kevin J. Moore & Associates now KJMLAW Partners, is ready for the next 30 years with new attorneys and a new additional Shareholder, Debby Doitch.

Read More

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

PROP 19 graphic

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.

Read More

How to Revoke a Trust in California – Legally Straightforward Process, Emotionally Complicated

Lawyer handing out trust document to client

Trust Revocation In California and Naming of New Trust Beneficiaries Most trusts are revocable, and it is not uncommon for those who establish a trust (known as settlors) to revoke that trust and replace it with another, naming different beneficiaries. That is what happened in a trust revocation case in CA that became the subject of an appellate court opinion published in July 2020. Cundall v Mitchell-Clyde: Trust Revocation The […]

Read More

Kevin Moore Takes Teaching Role at Glendale University College of Law

KJM Rufus PBA NRA presentation

Kevin Moore has recently taken a professor role as Adjunct Assistant Professor for 2020 & 2021 at Glendale University College of Law. Every Tuesday Kevin teaches Trust Estates 1 and Trust Estates 2. Kevin has always had a love for teaching and is very excited about this opportunity. Thanks to Clare Ceplecha, who Kevin is succeeding, he now has the opportunity to do something he has longed for. Historically these […]

Read More

KJM celebrates 25th Anniversary of Pasadena Toastmasters Club

Kevin Moore & Toastmasters Club members celebrates their 25th anniversary

This year marked the 25th Anniversary of Pasadena’s Toastmasters Club, originally founded by Kevin J. Moore. Now titled Crown City Toastmasters, the club celebrated their anniversary and welcomed Mr. Moore back as the Key Note speaker. “It was a great celebration,” exclaims Mr. Moore. Kevin J. Moore was the very first President of then named, Pasadena JC’s Toastmaster Club. He worked diligently for over one year to get the club […]

Read More

What Happens to Your Facebook Account When You Die?

Man touching a hologram icons

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 […]

Read More