Articles

Taxation and Trusts & Estates

How the New Tax Act Could Affect Your Estate Plan

President Trump signed into law H.R. 1, which has a major impact on estate planning. The new law doubled the federal exemption for estate tax, gift tax and the tax on generation-skipping transfers (GST), starting January 1, 2018; the lifetime exemption for each of these taxes is now $11.2 million per taxpayer. Married couples together […]

Family Office

Financial Advisor: Impact Investing: Helping the Next Gen

Tim Lappen co-wrote the article below with Josh Cohen of City Light Capital. It was originally published on Financial Advisor on November 7, 2017.  Most parents want their children to be knowledgeable in the ways of the world, to be able to operate successfully and to be in command of their own futures. And few […]

Labor & Employment

California Labor & Employment Law Update: Key Changes in 2017 and What’s Slated For 2018

The legal landscape for California employers continues to evolve at the state and local level – ranging from prohibitions on inquiries into an applicant’s salary and conviction history, additional sexual harassment training requirements, to new immigration obligations.  The following is a high-level summary of the most significant changes in state and local labor and employment […]