Legal Insights

From Awareness to Action - Lighting Your Legal Path Forward

Luxury Planning

Michael J. Koberlein

Luxury Planning

Luxury Tax Planning Strategies for High-Net-Worth Individuals Luxury tax planning is a sophisticated strategy used by high-net-worth individuals (HNWIs) to legally minimize taxes on luxury assets, pre...

Asset Protection Business Planning Charitable Planning Dynasty Estate Planning Integrated Planning Irrevocable Trust Tax Tax Planning

Feb 11, 2025

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Live Well, Leave a Legacy

Durfee Law Group

Live Well, Leave a Legacy

Welcome to Durfee Law Group Hi, my name is Rick Durfee. I am the founder and senior attorney of Durfee Law Group. Welcome to our firm. My personal and law firm motto is “Live Well, Leave a Legacy.”®Th...

Asset Protection Basic Documents Business Planning Charitable Planning Dynasty Estate Planning Family Bank Family Foundation Integrated Planning Irrevocable Trust Last Will & Testament Proactive Law Professionals Tax Planning

Feb 4, 2025

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Avoiding Litigation with Dynasty Estate Planning

Durfee Law Group

Avoiding Litigation with Dynasty Estate Planning

The only thing worse than a death in the family… Brother suing brother or sister or mother is the most destructive and awful tragedy that can strike a family. A family can recover from terminal illnes...

Alternative Dispute Resolution Asset Protection Conservatorship Contested Probate Guardianship & Conservatorship Integrated Planning Litigation Personal Representative Proactive Law

Feb 4, 2025

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What do I need to know before starting my Estate Plan?

Durfee Law Group

What do I need to know before starting my Estate Plan?

Estate Planning is a vital step in protecting your family's future. We can lay out your assets and arrange them to benefit you and your beneficiaries after your passing. Depending on your current hold...

Basic Documents Dynasty Estate Planning Last Will & Testament Living Will Medical POA Proactive Law Simple Estate Planning

Feb 4, 2025

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What is a Trust and how do I know if I need one?

Durfee Law Group

What is a Trust and how do I know if I need one?

A Trust is simply a contract to control the disposition of properties. A person has a contract drafted to protect property or assets to be passed on to a loved one at some point in the future. Partici...

Feb 4, 2025

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Michael Koberlein

Four Reasons Why Estate Planning Isn’t Just for the Top 1 Percent

There is a common misconception that estate plans are only for the ultra-rich - the top 1 percent, 10%, 20%, or some other arbitrary determination of “enough” money. In reality, nothing could be furth...

Jan 29, 2025

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the MLB’s San Diego Padres is in Probate Court

the MLB’s San Diego Padres is in Probate Court

What’s Happening? Peter Seidler owned Major League Baseball’s San Diego Padres through his Trust. Peter passed away at the end of 2023, and his nominated Successor Trustees have taken control of the t...

Jan 21, 2025

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Family Councils: The Prosperity Key

Durfee Law Group

Family Councils: The Prosperity Key

The Durfee Family Council in this sketch could have beenbased on actual Family Councils my family has held. Its charts, tripods, business agenda, candid performance reviews, bad news delivery, weird h...

Asset Protection Basic Documents Dynasty Estate Planning Last Will & Testament Proactive Law Simple Estate Planning

Jan 14, 2025

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To Tell or Not to Tell Your Children About Your Estate

Durfee Law Group

To Tell or Not to Tell Your Children About Your Estate

To tell or not to tell your children, are they ready? What should you tell your children about your estate? How much do you tell them about your personal or business finances? How much do they need to...

Jan 14, 2025

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Legal Architectural Diagram - Legal Services

Durfee Law Group

Legal Architectural Diagram - Legal Services

In general, we prepare a detailed Legal Architectural Diagram for all or most of our clients. This diagram will show family members, entities, structures, ownership, assets, advisors, and related part...

Jan 14, 2025

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Donor Advised Fund Family Foundation

Durfee Law Group

Donor Advised Fund Family Foundation

What is a Donor Advised Fund? A Donor Advised Fund (or "DAF") is the quickest, easiest, and most cost effective way for anyone to establish a charitable Family Foundation. Among other benefits, it ena...

Jan 14, 2025

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The Family Bank

Durfee Law Group

The Family Bank

The Family Bank What is a Family Bank? Well, to start, it’s important to understand why a Family Bank may be useful. Why a Family Bank? Most families who have worked hard to accumulate wealth share a ...

Jan 14, 2025

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Alternative Dispute Resolution Asset Protection Basic Documents Business Planning Charitable Planning Conservatorship Contested Probate Dynasty Estate Planning Family Bank Family Foundation Guardianship & Conservatorship Integrated Planning Irrevocable Trust Last Will & Testament Litigation Living Will Medical POA Personal Representative Proactive Law Probate & Estate Administration Professionals Simple Estate Planning Tax Tax Planning Trust Protector Trustee