Toby Tigges Pet Trusts Photo by Andrew S on Unsplash THE INCREASE IN INTEREST AND DEMAND FOR PET TRUSTS Those of us with furry friends know how much we can love them and consider them part of our family. Many pet owners ass... Asset Protection Basic Documents Charitable Planning Estate Planning Last Will & Testament Probate & Estate Administration Trusts
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 Tax Basics Tax Planning
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 Coordination Last Will & Testament Professionals Tax 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 Guardianship & Conservatorship
Durfee Law Group What is Preventive Law? Just as many people avoid going to the doctor until there is a problem, people also avoid meeting with their attorney until something goes wrong. Similarly, as regular visits with a medial professiona... Asset Protection Coordination Tax Planning
Durfee Law Group How is Estate Planning Different with Durfee Law Group? We offer a number of services in our estate plans that other law firms do not, or are unable to offer: Dispute Avoidance Dynasty Planning Protector Charitable Planning Integrated Planning Perpetual Te... Asset Protection Basic Documents Business Planning Charitable Planning Coordination Last Will & Testament
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... Asset Protection Business Planning Charitable Planning Coordination Estate Planning Probate & Estate Administration Tax Planning Trusts
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... Asset Protection Estate Planning Professionals
Toby Tigges 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... Asset Protection Pop Culture Probate & Estate Administration
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 Coordination Estate Planning Last Will & Testament
Durfee Law Group Statutory Agent or Registered Agent Options Statutory Agent A "statutory agent" or "registered agent" is an agent located within the state to receive service of process and notice or demand required or permitted by law on behalf of a company or... Asset Protection Business Planning Coordination Probate & Estate Administration Trusts
Durfee Law Group Split Interest Gifts Split Interest Gifts An asset or property can be divided up in many ways. We can divide if geographically by putting a fence down the middle. We can dividing it over time by renting or leasing it. A s... Asset Protection Charitable Planning Coordination Estate Planning Tax Planning Trusts
