The Advisor – Page 8

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

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…

Venture Capital – Best Practices

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…

What Are the Main Mistakes That Are Made in the Formation of an Entity?

Starting a new business venture may be both thrilling and terrifying. Mistakes might cost you a lot of money. While starting an entity, you’ll want to avoid these six typical…

Key Things to Understand When Leasing Retail Space

Once the ink on a commercial lease for an office building or retail space has dried, it’s too late to make adjustments. Commercial leases are important documents that require careful…

Legal Alert: SEC Expands “Accredited Investor” Definition – Will Aid Small Businesses in Raising Capital

Change Will Open the Private Securities Markets to More Participants August 2020 The Securities and Exchange Commission adopted amendments to the SEC rules which expand the definition of who will…

Legal Alert: How do you manage WFH in today’s world?

July 2020 Working from home used to be a flexible option provided to employees by some employers, but was definitely not a mandate. With the current coronavirus pandemic, a shift…

Housing Bills To Watch This Legislative Session

June 2020 The California legislature has spent the last four years passing sweeping housing bills in an effort to make a dent in the State’s severe housing shortage and 2020…

Legal Alert: California Fair Housing Law and the Novel Coronavirus

April 2020 California landlords are facing a host of issues caused by the Novel Coronavirus, two of which directly impact California’s robust fair housing framework: Due to either medical risks…

California Implements Property Tax Changes for Seniors and Families

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…

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

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.…

The Advisor Insights

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

Venture Capital – Best Practices

What Are the Main Mistakes That Are Made in the Formation of an Entity?

Key Things to Understand When Leasing Retail Space

Legal Alert: SEC Expands “Accredited Investor” Definition – Will Aid Small Businesses in Raising Capital

Legal Alert: How do you manage WFH in today’s world?

Housing Bills To Watch This Legislative Session

Legal Alert: California Fair Housing Law and the Novel Coronavirus

California Implements Property Tax Changes for Seniors and Families

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

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