News & Articles

Bruce Macdonald, Partner at Carico Macdonald Kil & Benz LLP Discusses California’s New Property Tax Rules With City National Bank.

Full Article:

https://newsroom.cnb.com/en/personal-finance/financial-planning/tax-assessments-on-california-homes.html

February 24, 2021

Californians Adapting to New Property Tax Rules

In many states, calculating property taxes is pretty straightforward: It’s a simple equation of your assessed property value and established tax rate. But in California, property taxes are far more complex.

Numerous laws have been enacted in recent decades that mandate property…

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Avoiding Inheritance Disputes | Webinar by Chris Carico, Esq.

Inheritance disputes after a parent’s death are all too common even the most well-adjusted families. Disputes may consume hundreds of thousands of dollars in attorneys’ fees and destroy once healthy sibling relationships. Fortunately, disputes are often predictable and avoidable with careful planning. 

Chris Carico, Partner at Carico Macdonald Kil & Benz LLP, discusses drafting and planning tips…

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Live Webinar: Avoiding Inheritance Disputes | Wednesday, September 23rd at 5:30

Inheritance disputes after a parent’s death are all too common for even the most well-adjusted families. Disputes may consume hundreds of thousands of dollars in attorneys’ fees and destroy once healthy sibling relationships. Fortunately, disputes are often predictable and avoidable with careful planning.

Join us next Wednesday, September 23rd at 5:30 as Chris Carico discuses drafting and planning tips that minimize the chances for inheritance disputes.

The webinar…

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The Folstein Mini-Mental State Exam: Just How Useful is it for Assessing Capacity, California Trusts & Estates Quarterly, Issue 1, Volume 24, 2018

By Lisa M. Gibbs, M.D., Christopher Carico, Esq. and Lilian H. Walden, Esq.

Reprinted with permission of the State Bar of California, Trusts and Estates Section, from Volume 24, Issue 1, (2018) of the California Trusts and Estates Quarterly.

INTRODUCTION

Despite a lack of mental health training, trust and estate attorneys often have to assess the cognitive…

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