Ainer & Fraker, LLP Estates of decedents who died from January 1, 2011 through December 31, 2012 may elect to transfer any unused exclusion to the surviving spouse...
Author - John Erik Fraker, Esq.
Ainer & Fraker, LLP The IRS does not allow IRA owners to keep funds in a Traditional IRA indefinitely. Eventually, assets must be distributed and taxes paid. If...
Take advantage of the $10+ Million Gift and Estate Tax Credit.
httpvh://youtu.be/3noyFM5hyMU
httpvh://youtu.be/yY4B6CJxwOg Estate Planning is important for all families. However, it is especially critical for families with one or more children with special needs...
Recently, I was working with a client to design a Charitable Remainder Trust to which he could donate his $3.2 million real property. During the meeting, he expressed...
Oakland Nonprofit Lawyers Ainer & Fraker are proud to announce that their Oakland Office has moved to historic Preservation Park in Oakland. Their new address is:...
Petition to Determine Succession to Real Property in California – Ainer Fraker (800) 775-7612 – may replace the full probate process for estates less than...
In a prior podcast, we discussed how discussing the subject of Successor Trusteeship is one of the most important conversations you can have with your clients. We also...
In an earlier podcast, we discussed how talking with your clients about the issue of Successor Trusteeship for their family trust is a key to establishing long-term...