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 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 The facts of Cundall […]
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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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