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.
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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 […]
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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 […]
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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.” […]
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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 […]
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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 […]
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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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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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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.
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We were grateful to celebrate the 30th Anniversary of KJMLAW Partners last week with so many of our clients, colleagues, and friends. We also announced our name change to KJMLAW Partners. Now we’re ready for the next 30 years!
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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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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 […]
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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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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 […]
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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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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 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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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 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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