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Schomer Law Group, Los Angeles Estate Planning and Elder Law and Elder Law Attorneys

Schomer Law Group, Los Angeles Estate Planning and Elder Law and Elder Law Attorneys

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Home » Estate Planning

Estate Planning

Is Appointing More Than One Trustee a Good Idea?

November 7, 2023Estate Planning

Appointing Trustee

Appointing a Trustee is a significant decision when setting up a trust as part of your estate plan. You may find yourself torn between two or more prospects for the role of Trustee. One option to consider is appointing more than one Trustee (Co-Trustees). To help you decide if appointing more than one Trustee is a good idea, the Los Angeles attorneys at Schomer Law Group, APC discuss the advantages and disadvantages of this approach. Understanding Trusts A trust is a legal arrangement in … [Read more...] about Is Appointing More Than One Trustee a Good Idea?

How Is Estate Planning Different for Members of the U.S. Military?

October 28, 2023Estate Planning

Estate planning military

If you or your spouse are currently part of the U.S. Armed Forces, or are a retired member of the military, you likely have an ingrained understanding of the importance of planning for the unexpected. Along with the gratitude of the American people, members of the military are entitled to a variety of benefits and incentives for serving their country. Many of those benefits can be transferred or passed down to loved ones if something happens to you; however, to ensure that your loved ones … [Read more...] about How Is Estate Planning Different for Members of the U.S. Military?

Unearthed Secrets: How Outdated Wills & Trusts Can Haunt Your Legacy

October 26, 2023Estate Planning

Candlelit séance scene with spirits representing old beneficiaries, symbolizing the importance of updating wills for legacy preservation.

In the annals of estate planning, a concerning trend has been observed. Legacy preservation, a term that speaks volumes about safeguarding the future, is often jeopardized by outdated wills and trusts. However, by timely intervention, many of the lurking dangers can be mitigated. The Lingering Shadows of Old Beneficiary Wishes For many individuals, their last will or trust was drafted years, if not decades, ago. Over time, life's intricate twists and turns have been navigated, but these … [Read more...] about Unearthed Secrets: How Outdated Wills & Trusts Can Haunt Your Legacy

The Importance of Reviewing Beneficiaries and Fiduciaries

September 29, 2023Estate Planning

Reviewing beneficiaries fiduciaries

Creating an initial estate plan is only the first step in protecting and providing for your loved ones. Much like the proverbial flower garden, an estate plan must be tended to for it to survive and function as intended. One crucial way to do that is to make sure that your beneficiary and fiduciary designations are up to date. Toward that end, the Los Angeles attorneys at Schomer Law Group, APC explain the importance of reviewing beneficiaries and fiduciaries in your estate plan. Who Are My … [Read more...] about The Importance of Reviewing Beneficiaries and Fiduciaries

How Do I Make Changes to My Estate Plan?

September 28, 2023Estate Planning

changes estate plan picture question mark

Crafting a comprehensive estate plan should be a top priority to ensure both your personal well-being and the financial security of your loved ones. A meticulously designed estate plan serves the dual purpose of safeguarding your assets while fostering their growth throughout your lifetime, all while providing assurance that your loved ones will remain financially secure if something happens to you. If you've already established an estate plan, you are ahead of most Americans. At some point, … [Read more...] about How Do I Make Changes to My Estate Plan?

How Can an Incentive Trust Help Me Achieve My Estate Planning Goals?

September 4, 2023Estate Planning

Incentive trust

Although the primary goal of your estate plan may be to create a roadmap to be used to distribute your estate assets according to your wishes after you are gone, your estate plan can achieve so much more. For example, you may want to pass down more than just monetarily valuable assets to your loved ones. You may hope to also pass down life lessons and wisdom you have gained over the course of your lifetime. You may also hope to continue to guide your children and grandchildren after you are … [Read more...] about How Can an Incentive Trust Help Me Achieve My Estate Planning Goals?

IRS Confirms Grantor Trust Status Alone Does Not Cause a Step-Up in Basis

September 1, 2023Legal Education, Estate Planning, estate taxation

The IRS released Revenue Ruling 2023-2 explaining that assets in a trust which is not included in the estate of the decedent don’t receive a “step-up” in income tax basis. This is the case even if the trust is taxed to the grantor for income tax purposes. This confirms the plain language of the statute and what we’ve long known. Read more to learn more about this Ruling and how to qualify for one of the biggest tax loopholes. … [Read more...] about IRS Confirms Grantor Trust Status Alone Does Not Cause a Step-Up in Basis

How to Protect Your Spouse in Your Estate Plan

August 31, 2023Estate Planning

spouse estate plan

If you are married, one of your primary estate planning objectives is likely to ensure that your spouse is protected if something happens to you. While this sounds like a fairly straightforward goal, protecting your spouse requires you to create a comprehensive and all-inclusive estate plan that can protect your spouse financially, emotionally, and legally in the event of your untimely demise or incapacity. Toward that end, the Los Angeles attorneys at Schomer Law Group, APC discuss how to … [Read more...] about How to Protect Your Spouse in Your Estate Plan

R-E-S-P-E-C-T Find Out What It Means To…Your Estate Plan

August 1, 2023Legal Education, Estate Planning

Individuals often have reservations about seeking out an attorney’s help with their Estate Plan. Sometimes they worry about the cost, other times they think that they can do it on their own, and sometimes they die before the thought of creating an Estate Plan ever crosses their mind. Unfortunately, the issues that arise from a lack of proper Estate Planning on death don’t care who we are. As this blog demonstrates, even celebrities struggle with creating a comprehensive Estate Plan. Read on to … [Read more...] about R-E-S-P-E-C-T Find Out What It Means To…Your Estate Plan

A Real-Life Look at the Application of the Slayer Statute

August 1, 2023Legal Education, Estate Planning

Usually women sue their husband’s estate to enforce their right to the elective share of their husband’s estate. Of course, it’s not just wives that sue the estate of their husbands, but both husbands and wives who sue the estates of their spouses, be they husbands or wives. Enforcement of the elective share usually results from a lawsuit, although sometimes its enforcement of provisions of an Estate Plan that cause the lawsuit. This article isn’t about a lawsuit over the right to an elective … [Read more...] about A Real-Life Look at the Application of the Slayer Statute

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Schomer Law Group, Los Angeles Estate Planning, Probate, and Elder Law Attorneys

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Testimonials

Client Review
July 29, 2020
    

We need to update our Living Trust and attended Schomer Law Group’s seminar. Afterwards we made an appointment and were impressed by the attention Scott Schomer and Liran Aliav gave to our case answering all questions and making suggestions how to minimize the estate tax. All the office staff is very friendly and we highly recommend Schomer Law Group.

Frank & Jutta R
Client Review
July 29, 2020
    

Mr. Schomer does an amazing job at explaining all the intricacies of establishing a trust. He and his team help you every step of the way so you always know what to expect and what you are preparing for. Best education you can get and the best gift you can give your family.

Paula M.
Client Review
July 29, 2020
    

We put off getting a trust for years. After attending a seminar with Scott Schomer we realized that the time had come to get a trust. We were given very good reasons for why we should get a trust. No pressure, just the plain facts. We are very relieved and happy to finally get our trust. Scott and Cesar were very knowledgeable, helpful and listened to our ideas of what we had to say. Any questions that we have now and in the future they are available to assist us to solve them. I recommend the Schomer Law Group and I wish we knew about them years ago.

Phillip G.
Client Review
July 29, 2020
    

When you’re presented with an invitation to attend in a mailer, you may have reservations, this was a truly gift!! My wife and I were educated and guided through the process of creating a family trust.
Both of our parents had attorney’s that “worked” with wills/trusts, but came up short. Fortunately, the Schomer Law Group was there! This is a group of attorney’s that only specialize in estate planning, law, and financial advice, so you know you’re getting expert and personalized advice. This is the best money we’ve ever spent!! Thank you!

Bob L.
Client Review
July 29, 2020
    

We knew we had to update our 10 year old ( 20 page ) trust. After several detailed meetings, Liran and Cesar produced a large ( 300 pages + ) highly detailed trust document that we have used to make sure our family estate is well managed and clearly understood.
They were all very helpful in answering myriad questions and explaining all the various options…

We would strongly recommend the Schomer Law Group to anyone with an estate of even modest means, to assure proper planning…

Bob S.
Client Review
July 29, 2020
    

We had contemplated updating our will and starting a trust for a number of years. After attending a talk by Scott Schomer we realized we were long overdue and the potential downside of not having our affairs in order was significant. Scott and his excellent team made the process simple and seamless. They were great listeners, addressed all our concerns and even pulled and processed all the paperwork from our financial institutions. If you are looking for assistance with estate planning, wills and trusts, we highly recommend Schomer Law Group.

Robert F.
Client Review
July 29, 2020
    

Very competent & informative – friendly atmosphere – ready to answer the most mundane questions – relaxed.

Joan S.
Client Review
July 29, 2020
    

Mr. Schomer was excellent in getting our family trust and estate affairs in order. My husband and I had put off doing this and Scott really made the process easy! He is very passionate in making sure his clients get all that they need and we really appreciated it. I would highly recommend him and look forward to the many years he will be available to assist our family.

Kim

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