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CALTEC Members Santa Barbara Sacramento/Oakland Los Osos San Luis Obispo Santa Rosa Orinda Los Angeles San Francisco San Jose
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A Unique Approach to the Practice of Trust and Estate Law California Trust & Estate
Counselors LLP neither represents clients nor
provides legal services.
Caltec Resources
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Allocation of Generation Skipping Transfer Tax Exemption -Frayda Bruton
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
Assisting the Nonprofessional Trustee in Implementing the Administrative Trust -John A. Hartog
As the Trust World Turns -John A. Hartog
Basic Training Under Article XIIIA -John A. Hartog Coming Soon!
Delegation of Fiduciary Power Under the California Prudent Investor Act -John A. Hartog
Estate and Financial Planning Aspects of Managing the Risk of a Highly Appreciated Stock -John A. Hartog
Ethical Considerations for Estate Planners: Dealing with the Mentally Impaired Client
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
The Other Taxes: Property and Transfer Taxes: An Introduction for the Trust and Estate Lawyer -John A. Hartog
Professional Responsibility and Ethics - Practical Applications for Law, Accounting and Related Professions -John A. Hartog
Succession Planning What Works and What Doesn't -John W. Ambrecht
Tripping Over the Gopher Holes: An Estate Planner's Guide to Proposition 13 -John A. Hartog
A Trustee's Crime and Punishment: Managing Fiduciary Liability Under the California Prudent Investor Act -John A. Hartog
When Momma Won’t Jump… |
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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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