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John W. Ambrecht

Santa Barbara

Frayda L. Bruton

Sacramento/Oakland

J. Keith George

Los Osos

San Luis Obispo

Albert G. Handelman

Santa Rosa

John A. Hartog

Orinda

Lynard C. Hinojosa

Los Angeles

Linda L. McCall

San Francisco

Robert Temmerman

San Jose

 

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A Unique Approach to the Practice of Trust and Estate Law


Mr. Hartog possesses particular expertise in counseling nonprofessional trustees in the administration of living trusts after a settlor's death and in assisting in the resolution of disputes among trust beneficiaries and trustees. 

Mr. Hartog is certified by the California State Bar Board of Legal Specialization as a specialist in both taxation law and estate planning, trust and probate law. He is a past chair of the Estate Planning, Trust and Probate Law Advisory Commission to the California State Bar Board of Legal Specialization. 

Mr. Hartog is a co-author of California Trust Practice (1996) and has authored and co-authored numerous other articles, books and treatises. He is an adjunct professor at Golden Gate University School of Tax. 

He received his BA, cum laude, from Pomona College, his JD from the University of California, and an LLM (Taxation) from Golden Gate University.

John A. Hartog

Orinda, California

 

John A. Hartog
CALIFORNIA TRUST &
ESTATE COUNSELORS, LLP
4 Orinda Way, Suite 250-B
Orinda, CA 94563
(925) 253-1717 Fax (925) 253-0334

email: jahartog@calteclaw.com


Articles By Mr. Hartog

 

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Assisting the Nonprofessional

Trustee in Implementing

the Administrative Trust

-John A. Hartog

Download

 

 

As the Trust World Turns

-John A. Hartog

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Basic Training Under Article XIII A

-John A. Hartog

Coming Soon!

 

Delegation of Fiduciary Power Under the California Prudent Investor Act

-John A. Hartog

Download

 

 

Estate and Financial Planning Aspects of Managing the Risk

of a Highly Appreciated Stock

-John A. Hartog

Download

 

 

Fiduciary Delegation of Investment Power Under the California Prudent Investor Act

-John A. Hartog

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The Other Taxes:

Property and Transfer Taxes:

An Introduction for the

Trust and Estate Lawyer

-John A. Hartog

Download

 

Ins and Outs of the Administrative Trust

-John A. Hartog

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Professional Responsibility and Ethics -

Practical Applications for Law, Accounting and Related Professions

-John A. Hartog

Download

 

Tripping Over the Gopher Holes:

An Estate Planner's Guide

to Proposition 13

-John A. Hartog

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A Trustee's Crime and Punishment:

Managing Fiduciary Liability

Under the California Prudent Investor Act

-John A. Hartog

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When Momma Won’t Jump…
Beginning-of-the-Year Tax Planning Opportunities Under New Law

-John A. Hartog

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California Trust & Estate Counselors LLP neither represents clients nor provides legal services.
Contact individual attorney members directly.


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