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Effective July 1, 2024, TLD Law proudly announces Monica Goel‘s promotion to Managing Partner. Monica, a highly respected attorney with over twenty-four years of experience, specializes in Estate Planning, Trust, and Probate Law.

The Heggstad petition, stemming from the landmark case of Estate of Heggstad (1993) 16 Cal. App. 4th 943, serves as a valuable mechanism for transferring assets into a trust posthumously.

As we navigate the challenges that each new season of life brings, the topic of aging often remains shrouded in discomfort and denial. However, the reality is that preparing for our later years can bring profound peace of mind and dignity to the aging process.

TLD Law proudly announces that Jennifer Sawday, a partner at the firm, has been honored as the Attorney of the Year by the Long Beach Bar Association (LBBA) for her exceptional contributions to the legal community and her unwavering commitment to the areas of trusts and estates.

The payment of taxes and other expenses allocated between the sub-trusts is a great question. When there is an allocation of assets between sub-trusts and the Surviving Trustor amends their sub-trust, providing for different distributions or beneficiaries, this means that each sub-trust will need to be administered separately.

If it is transactional, say set up a corporation, form a trust, or handle a matter that is not litigated or contested (no one is fighting anyone here but you know you need legal documents prepared or legal advice), you can find a good transactional lawyer in a variety of ways.

Mental health is finally losing some of the stigma. With the termination of celebrity Conservatorships like Brittany Spears, California is looking to see how we can provide support and pool together statewide resources to assist those with mental health diagnoses.

The Corporate Transparency Act (CTA) is a new law that was issued in September 2022 and adopted on January 1, 2023. It creates a central registry of Beneficial Ownership of legal entities, including LLCs, and establishes reporting responsibilities of those who have Beneficial Ownership.

Local estate, trust, and probate lawyer Jennifer Lumsdaine will be honored as the 2023 Attorney of the Year by the local Southeast District Bar Association (SEDBA) at the Downey Embassy Suites this Saturday, January 28th.