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If you have a lawyer, a CPA, or a financial planner, you have probably been inundated in the last few months with urgent calls, e-mails, newsletters and the like imploring that you take action. The five million dollar per...

When you die, you can’t take it with you, but perhaps you can do some good with the assets that you leave behind.  This was the topic at the 46th Annual Heckerling Institute Conference presentation called “What Every...

The big buzz and concern in the construction industry are the new laws, some of which have already taken effect and the balance or bulk taking effect July 1, 2012.  The complete Mechanic’s Lien Law has been recodified...

Under California law, contractors and materialmen may record a mechanics’ lien against real property when improvements are made “at the instance” of the owner or his agent.  But what happens if the improvements are...

This week I had the pleasure of attending a meeting of the Estate Planning Council of South Orange County.  The keynote speaker, Barry P. Levine, a consultant with Northern Trust, gave an interesting presentation titled,...

This blog focuses on estate planning, but many times estate planning intersects with income tax planning.   Take, for example this week’s post on The Wall Street Journal Online edition titled “There Is Still Time to Cut...

In order for a subcontractor or material supplier (who does not have a contractual relationship with a general contractor on a public works project) to collect unpaid invoices through a stop notice or payment bond, they must...

As many of you construction fans know, Governor Schwarzenegger signed into law Senate Bill 189 (“SB 189”) in 2009.  Many may be wondering, “What in the world is this?” Well, the answer is simple:  SB 189 is a...