CALTEC

Members

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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Additional Resources

A Unique Approach to the Practice of Trust and Estate Law


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


Caltec Resources

 

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Allocation of Generation Skipping

Transfer Tax Exemption

-Frayda Bruton

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Asset Protection Trusts: An Important

Ingredient in the Estate Planning Process

The Estate Planner's Perspective of Asset Protection Trusts: An Overview

-John W. Ambrecht

Download

 

Assisting the Nonprofessional

Trustee in Implementing

the Administrative Trust

-John A. Hartog

Download

 

As the Trust World Turns

-John A. Hartog

Download

 

Basic Training Under Article XIIIA

-John A. Hartog

Coming Soon!

 

Delegation of Fiduciary Power Under the California Prudent Investor Act

-John A. Hartog

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Estate and Financial Planning Aspects of Managing the Risk

of a Highly Appreciated Stock

-John A. Hartog

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Ethical Considerations for Estate Planners:

Dealing with the Mentally Impaired Client

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Fiduciary Delegation of Investment Power Under the California Prudent Investor Act

-John A. Hartog

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Ins and Outs of the Administrative Trust

-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

 

 

Professional Responsibility and Ethics -

Practical Applications for Law, Accounting and Related Professions

-John A. Hartog

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Succession Planning

What Works and What Doesn't

-John W. Ambrecht

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Tripping Over the Gopher Holes:

An Estate Planner's Guide

to Proposition 13

-John A. Hartog

Download

 

 

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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