News - Kevin J. Moore & Associates

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REVOKING A CALIFORNIA TRUST IS LEGALLY STRAIGHTFORWARD BUT CAN BE EMOTIONALLY COMPLICATED

Posted in Probate Litigation
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revoking a trust

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 case that became the subject of an appellate court opinion published in July 2020. The facts of Cundall v. Mitchell-Clyde start off unremarkably. John Martin lives in West Hollywood, where he owns real estate. In […]

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Kevin Moore Takes Teaching Role at Glendale University College of Law

Kevin J. Moore, LL.M.

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 […]

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Kevin Moore celebrates 25th Anniversary of Pasadena Toastmasters Club

Pasadena Toastmasters Club

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 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 off […]

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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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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 […]

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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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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 […]

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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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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 […]

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