KJMLAW Partners is pleased to participate in the STEP Orange County 14th Annual Institute on Tax, Estate Planning, and the World Economy. The Institute convenes leading practitioners to explore current developments in tax and estate planning and the broader global economic landscape. We are proud to have Kevin J. Moore representing the firm as a speaker during a Master Class session, sharing practical insights with peers and industry leaders. STEP […]
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KJMLAW Partners is proud to support the 2026 Special Needs Planning Symposium, which brings together leading professionals for education and collaboration. The symposium will take place February 5–7, 2026, in Napa, California, with both in-person and virtual attendance options available. For more information and registration visit https://sntsymposium.com/2026-registration/
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September 23, 2025 Kevin J. Moore has long-established himself as a resource and authority in the tax world. Recently credentialed by the State Bar of California in Estate Planning, Trust and Probate Law, Moore’s pursuit of current knowledge of the industry positions himself as an obvious choice for insight. In September, Katherine Clarke of the Wall Street Journal wrote the article “Ellen DeGeneres Has Turned House Flipping Into a $190 […]
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September 2, 2025 (PASADENA, CA) – KJMLAW Partners will attend the 62nd annual Hawaii Tax Institute (HTI) Conference in November 2025 as a returning sponsor with firm founder Kevin J. Moore as a confirmed speaker. The conference, held in Hawaii’s bustling capital city of Honolulu, will offer five days of programming geared toward tax and wealth transfer-oriented industry professionals. Moore will co-present with Todd Hammond, a national business development officer […]
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Trusts are powerful tools used in estate planning to protect and distribute assets according to a person’s wishes. But what happens when something goes wrong? What if someone’s left out, the rules aren’t followed, or the money disappears? Litigation might become the answer. Unlike probate, trust litigation involves disputes over trusts that often avoid probate and can arise at various stages, focusing on issues related to trustee conduct and trust […]
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Partner Andrew Nutbrown was recently interviewed on The Probate Expert Bill Gross’ Estate Planning Podcast, during which Nutbrown discussed the logistics and ethos of being an estate planning lawyer. In Nutbrown’s third appearance as a podcast guest speaker for estate planning professionals, he discusses the process by which clients determine they need an estate planning attorney with, specifically, international estate planning experience. Nutbrown, who is originally from Canada and dually […]
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July 4, 2025, President Donald Trump signed the “One Big Beautiful Bill” (OBBBA), a big reconciliation bill that made some tax changes to the Tax Cuts and Jobs Act (TCJA). While most of the bill extends existing tax provisions, there are some important updates – especially for businesses and high income earners. Below we break down the changes and what they mean for you. As always, our team of transaction […]
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July 21, 2025 (PASADENA, CA) – KJMLAW Partners, PLC founder Kevin J. Moore, earned a Certificate of Specialization in Estate Planning, Trust and Probate Law by the State Bar of California in April 2025. Moore has over 30 years’ experience as an estate planning, trust and probate attorney. In addition to his juris doctorate, he holds a Master of Laws (LL.M.) in International Taxation and Business. According to the State […]
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California’s probate landscape has undergone significant changes, creating new opportunities for streamlined estate transfers. The passage of Assembly Bill No. 2016 (AB 2016) on September 21st, 2024, signed by Governor Newsom, modernizes procedures for property transitions, including certain provisions that benefit estates of varying sizes. While the bill’s main change raises the small estate threshold for primary residences to $750,000, its broader reforms to affidavits, petitions, and notice requirements offer […]
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July 7, 2025 (PASADENA, CA) – KJMLAW Partners Debby Doitch and Andrew Nutbrown golfed with colleagues Jamen Wurm and Jonathan Lo as a part of the firm’s sponsorship of the 28th Annual Colleen Williams Charity Golf Tournament to benefit the Casa Treatment Center for Women. The tournament, which took place at the San Gabriel Country Club, welcomed 144 players in 36 teams. Morning activities included a silent auction, barbeque lunch […]
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June 18, 2025 (PASADENA, CA) – Attorney Tracy Wong has joined KJMLAW Partners as a part of the firm’s Litigation team under partner Debby Doitch. Wong joins KJMLAW Partners as a practiced Litigation attorney from the greater Los Angeles area. Her work at the firm includes litigating contests of the administration of wills or trusts, conservatorships, and guardianship issues. Wong has dedicated experience in litigation and immigration law for public […]
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June 18, 2025 (PASADENA, CA) – KJMLAW Partners welcomes Lilit Arabyan to the firm this spring, who will supplement the firm’s Trust Administration and Estate Planning team. Lilit Arabyan is a Trust Administration and Estate Planning attorney with a strong background in both public service and private practice. Her work includes preparing and filing estate and gift tax returns, drafting trust distribution and allocation agreements, handling property transfers, and filing […]
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June 16, 2025 (PASADENA, CA) – Following a successful week at the Professional Fiduciary Association of California’s (PFAC) annual conference in Anaheim, Andrew Nutbrown attended the 17th Annual STEP Los Angeles International Tax & Estate Planning Forum: 2025 Global Matrix in Palos Verdes, California. Nutbrown’s attendance at STEP LA marks his third conference this year, and one of the few he attends solo. This year’s conference took place at the […]
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June 11, 2025 (PASADENA, CA) – KJMLAW Partner Andrew Nutbrown joined Kevin Bemel, of The Bemel Group’s Trusts & Estates Weekly podcast to talk about international estate planning. Since 2022, Nutbrown has focused his practice on trust administration and estate planning with KJMLAW Partners. Previously, he worked as an attorney focusing on wills and estates with Doyle Prendergast in Canada. Check out a snippet of Andrew’s interview with Kevin Bemel, […]
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May 28, 2025 (PASADENA, CA) – For the third consecutive year, KJMLAW Partner Debby Doitch received the opportunity to present at the 30th Annual Professional Fiduciary Association of California (PFAC) Educational Convention. This year, with the Honorable Judges Mary Thornton House (Ret.) and Kim Hubbard (Ret.), the three presented, “The Layering of Rights – Conservatorship, Supported Decision-Making, and Preparing for What’s to Come” on Thursday, May 8, 2025, to about […]
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Choosing the right trustee is one of the most critical decisions when establishing a trust. The trustee ensures the grantor’s wishes are fulfilled and safeguards the beneficiary’s interests. For those creating a trust as part of their estate plan, understanding the trustee’s role and responsibilities empowers informed decision-making, helping to ensure that your wishes and intent are carried out. What Does It Mean to Be a Trustee? A trustee is […]
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April 18, 2025 (PASADENA, CA) – Partner Kevin J. Moore gave a presentation on Spousal Lifetime Access Trusts (SLATs) and Spousal Lifetime Access Non-Grantor Trusts (SLANTs) to members of the Pasadena Bar Association on Thursday, April 17, 2025. Moore’s presentation was one of the two in-person events hosted by the association held that month and welcomed approximately 20 guests to the meeting held in downtown Pasadena, co-chaired by Kim Frasca-Delaney […]
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April 14, 2025 (PASADENA, CA) – KJMLAW Partners attorney Evan Chavez attended events for Loyola High School and Verbum Dei Jesuit High School on Thursday, April 11, 2025, continuing to maintain ties with the educational communities he participated in before joining the firm. Evan, a 2002 Loyola High School alum, played in the Alumni Golf Tournament benefiting the Loyola Cubs athletic program with colleagues Kevin and Sebastian Moore and Jesse […]
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There are many nuances to consider when it comes to the statutes of limitations and deadlines involved in an inheritance claim. In the case of California state law, deadlines can range from 120 days from the moment you are notified of a testator passing away, to essentially none, depending on the circumstances, with the whole process typically taking around 9 months. That’s why knowing what is involved is critical to […]
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(PASADENA, CA) – Firm Partner Debby Doitch moderated a group of speakers at the Los Angeles Estate Planning Council’s (LAEPC) February meeting, “Recovery Panel for Wildfire Recovery.” The meeting took place at the Jonathan Club in downtown Los Angeles. “It was an honor to moderate a panel with these amazing professionals,” regarded Doitch after the panel, which focused on the pathways to recovery for communities in the greater Los Angeles […]
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