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Avoiding Probate in California

By |2024-01-23T20:33:11+00:00October 19th, 2022|Civil Litigation and Trials, Estate and Tax Planning, The Advisor|

When someone passes away in California, their assets and debts are administered in accordance with any estate plan adopted by them during their life and, as applicable, California law. A decedent’s estate can either be administered under a Trust, or if a decedent didn’t leave a Trust, through the process known as Probate.  When an [...]

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Avoiding Employment Discrimination Claims: A Guide for California Employers

By |2022-09-15T19:52:24+00:00September 15th, 2022|Employment, The Advisor|

The employment law attorneys at Fauver, Large, Archbald & Spray are available to help our clients respond to and defend employment discrimination claims including claims based on protected class discrimination, sexual harassment claims, and retaliation claims. More importantly, we want to help our clients realize their business goals by avoiding discrimination claims before they arise, [...]

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Venture Capital – Best Practices

By |2022-03-18T04:58:53+00:00March 18th, 2022|Business, Corporate and Venture, The Advisor|

The majority of start-up and early-stage businesses require capital in order to flourish. A significant difficulty is that many of these enterprises are unable to secure regular bank loans or do not wish to make the personal guarantees often required to gain those loans. As a result, they must resort to alternative sources of funding, [...]

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CHANGES IN ESTATE TAX RULES AND THE NEED TO REVIEW YOUR TRUST DOCUMENTS: An issue arising under married couples’ trusts signed prior to 2015

By |2022-09-15T22:38:12+00:00March 4th, 2022|Estate and Tax Planning, The Advisor|

January 2022 Many people create revocable probate avoidance type trusts and then mistakenly believe that they do not need to again look their estate planning documents until a crisis arises. Unfortunately, it may then be too late to avoid expensive steps to correct the issues that may have developed in the meantime. A very common [...]

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Estate and Tax Planning Glossary

By |2022-02-20T22:05:34+00:00February 20th, 2022|

Estate and Tax Planning is an important practice area with a number of terms that are used universally. In order to support a general understanding of the myriad of complex terms, we created this glossary for our clients’ reference. While many are familiar with terms such as trusts and wills, there are a number of [...]

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Estate and Tax Planning FAQ

By |2022-02-20T22:29:25+00:00February 20th, 2022|

Many clients begin the Estate Planning process with a number of questions. We compiled answers to many of these FAQs, shared below. Content on this page comes from the State Bar of California. What is estate planning? Estate planning is a process. It involves people — your family, other individuals and, in many cases, charitable [...]

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Litigation Insight: Attorney-Client Privilege: What it is and Why You Should Care

By |2022-02-06T02:04:27+00:00February 6th, 2022|The Advisor|

December 2021 Every fan of TV legal dramas has heard the phrase “attorney-client privilege.” Tune in to almost any episode of Law & Order and odds are good that you will hear someone asserting “attorney client privilege” or discussing the implications of “the privilege” for their investigation or case. It is easy to dismiss attorney-client [...]

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The Importance of Understanding Basic U.S. Securities Laws Before Seeking Investors

By |2021-05-29T00:36:42+00:00May 29th, 2021|Business, Corporate and Venture, News, The Advisor, Uncategorized|

May 2021 Small businesses need capital to startup, operate, and grow. When entrepreneurs lack the ability or desire to fund a venture entirely from personal assets, they will seek capital from outside investors. If you have or plan on founding a startup, it is imperative to have a general understanding of United States securities laws. Many [...]

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California Implements Property Tax Changes for Seniors and Families

By |2021-05-29T00:26:38+00:00February 10th, 2021|Estate and Tax Planning, The Advisor|

February 2021 On November 3rd, Californians voted by a slim margin to pass Proposition 19, the Home Protection for Seniors, Severely Disabled, Families, and Victims of Wildfire and Natural Disasters Act (“Prop 19”). Prop 19 changes property tax benefits for all people who stand to inherit real property in California from their parents (or grandparents) [...]

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California Consumer Privacy Law Update

By |2020-11-16T20:28:08+00:00November 16th, 2020|Business, Corporate and Venture, News, The Advisor|

November 2020  This election season brought a number of new propositions to California ballots. Included on the ballot was Proposition 24, the California Privacy Rights Act of 2020 (“CPRA”).  It  will strenghten California’s already robust consumer privacy protection law – the California Consumer Privacy Act (“CCPA”) – but also adds  burdensome regulations for businesses across [...]

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