side-area-logo

OUR BLOG

What You Need To Know About The SECURE Act

What You Need To Know About The SECURE Act The Setting Every Community Up for Retirement Enhancement Act of 2019 became effective on January 1, 2020, but you may have

Share
IRS Alerts People to Property Lien Scam

IRS Alerts People to Property Lien Scam The IRS recently estimated that more than 4,500 people across the country lost almost $23 million to scammers calling and threatening arrest and

Share
Efforts to Amend Proposition 13

Efforts to Amend Proposition 13 When it was approved by voters in 1978, Proposition 13 brought lower real property taxes for owners of residential, commercial and farm properties throughout California.

Share
Charitable Giving: Outright Gifts and Charitable Trusts

Charitable Giving: Outright Gifts and Charitable Trusts Supporting a favorite charity or philanthropic organization during your lifetime and/or after your death can be accomplished in several ways. A previous article

Share
U.S. Supreme Court Limits Authority of States to Tax Trusts

U.S. Supreme Court Limits Authority of States to Tax Trusts Taxation of irrevocable trusts has always been complicated, but in recent years the level of complication has increased due to

Share
Charitable Giving with Donor-Advised Funds and Private Foundations

Charitable Giving with Donor-Advised Funds and Private Foundations The generosity of Americans is borne out by the more than $410 billion they donate annually to charitable causes and organizations. Most

Share
Estate Planning: Avoiding Reassessment When Transferring Real Property to an Entity

Estate Planning: Avoiding Reassessment When Transferring Real Property to an Entity California taxpayers made their voices heard in 1978 when they went to the polls and approved Proposition 13. Under

Share
Estate Planning and Newly Proposed California Estate Tax

Estate Planning and Newly Proposed California Estate Tax The ballot on Election Day 2020 could ask California voters to authorize a new estate tax if a pending proposal is approved

Share
Estate Planning to Retain Your Proposition 13 Tax Base

Estate Planning to Retain Your Proposition 13 Tax Base The passage of Proposition 13 in 1978 established an initial base year, 1975-76, for assessed valuation for California real property that

Share
IRS Addresses Concerns About Increase in Basic Exclusion Amount

IRS Addresses Concerns About Increase in Basic Exclusion Amount The Tax Cuts and Jobs Act signed into law last year did not include the hoped-for repeal of the federal taxation

Share
PRACTICE AREAS
  • Estate Planning

  • Estate & Trust Administration

  • Estate & Trust Litigation

  • Business Transactions

  • Mediation

  • Wills & Revocable Trusts

  • Probate

  • Representation of trustees and beneficiaries

  • Succession Planning

  • Real Estate Law

  • Asset Preservation

  • Conservatorships

  • Guardianships

  • Buy-Sell Agreements

  • Charitable Trusts

SERVING CLIENTS FROM LONG BEACH TO PALOS VERDES

Feel free to contact us with any questions! Our top priority is giving you peace of mind, a solid foundation and asset protection.

(562) 432-1001
receptionist@mageeadler.com

Mon – Fri: 9am-5pm
or By Appointment

Magee & Adler, Estate & Trust Planning, Administration & Litigation for your Family & Business
© Magee & Adler, A Professional Corporation. All Rights Reserved.