Posts Tagged ‘ manhattan beach wills & trusts ’

Special Tax Election Now Available for Spouses Under Revenue Procedure 2016-49

by Lilian H. Walden Esq.

Effective September 27, 2016, the IRS will now permit a special tax election for surviving spouses (known as a QTIP election).  This will apply even  when it is not necessary to reduce the estate tax liability to zero upon the death of the first spouse, pursuant to Revenue Procedure 2016-49.  Prior to this point, there was some uncertainty over whether or not with the new portability rules, a QTIP election…

Read More

From The Beach Reporter News, “Athlete’s Touch takes lessons of sports and puts them in business”

09022 BIZ Athlete's Touch-1.JPG

Manhattan Beach resident Justin Blaine grew up in a family that valued strong relationships. Raised in West Lake Village, he watched his dynamic father create a vibrant career built on strong networking and mentors.

Davis Blaine founded a successful California networking group, and Justin learned from example, forging a similar but distinct path of his own—as a baseball player, investment analyst and co-founder of Athlete’s Touch,…

Read More

Estate Planning Myths Debunked

What are some misconceptions about estate planning in California?

For many Californians, estate planning remains shrouded in mystery.  If you have never studied the subject or explored the topic with an estate planning attorney, you might hold some common misconceptions about estate planning.  The following is a look at a few estate planning myths and some helpful information to set the record straight:

Myth #1: A Will must be notarized in California in order to be…

Read More

Christopher D. Carico Named to 2017 Best Lawyers® List

Christopher D. Carico

(August, 2016) – Carico Johnson Toomey LLP is pleased to announce that Christopher D. Carico has been named to the 2017 Edition of The Best Lawyers in America, the oldest and most respected peer-review publication in the legal profession.

Best Lawyers has published their list for over three decades, earning the respect of the profession, the media, and the public as the most reliable, unbiased source of legal referrals. Its first international list was published…

Read More