Gordon A. Schaller | Lawyers | Articles | Jeffer Mangels Butler & Mitchel LLP

Mergers & Acquisitions Orange County Business Journal: Selling or Financing Your Company: Ten Steps to a Better Deal

Bill Capps and Gordon Schaller’s article, "Selling or Financing Your Company: Ten Steps to a Better Deal," was published in the Orange County Business Journal’s Mergers & Acquisitions supplement. To view a PDF of this article, click here. SELLING OR FINANCING YOUR COMPANY: 10 STEPS TO A BETTER DEAL By Bill Capps and Gordon Schaller […]

Trusts & Estates Estate Planning: Stress Test Life Insurance Now to Avoid Future Heartache

An article co-authored by Gordon Schaller titled "Stress Test Life Insurance Now to Avoid Future Heartache," was published in the April 2011 issue of Estate Planning.

Trusts & Estates California Trusts and Estates Quarterly: Stress Test Your Client’s Life Insurance to Help Them Avoid the Attractive Impossibility

Stress Test Your Client’s Life Insurance to Help Them Avoid the Attractive Impossibility by Richard M. Weber, CLU and Gordon A. Schaller, Esq. Copyright © California Trusts and Estates Quarterly. Reprinted with permission. Click here to view this article as a pdf. I. INTRODUCTION Buying life insurance can present mixed emotions for clients faced with […]

Taxation and Trusts & Estates Orange County Business Journal: Stress Test Your Life Insurance

Stress Test Your Life Insurance by Gordon Schaller and Scott Harshman This article appeared in the February 22, 2011 issue of the Orange County Business Journal. Click here to view this article as a pdf. The life insurance industry has utilized technology over the last 30 years to create new hybrid financial/life insurance products. Life […]

Trusts & Estates Elite Advisor Forum: The Perfect Storm of Estate Planning Coming to an End

Gordon Schaller’s article "The Perfect Storm of Estate Planning Coming to an End" was published by The Elite Advisor Forum, the financial services industry’s premier online destination for financial advisors who serve affluent individuals. "Early speculation about changes to the 2009 income, gift and estate taxes by the Democrat-controlled Congress and administration was quickly replaced […]

Taxation and Trusts & Estates JMBM Tax Newsletter: JMBM's Trust And Estate Litigation Group

Disputes can often arise in the administration of a trust or a probate estate, especially when there are substantial amounts of money involved or when family conflict is present. These disputes can arise between beneficiaries, between a trustee or other fiduciary and beneficiaries, or from third parties. JMBM’s trusts and estates lawyers intentionally foster a […]

Trusts & Estates JMBM Tax Newsletter: New Developments: Spreading the Wealth – The Future of Estate Planning and the Current Opportunities

Speculation runs rampant about the income, gift and estate tax changes that will result from the administration of President-Elect Obama. Most of the recent discussion has focused on tax rates applicable to ordinary income, capital gains, and dividends. Gift and estate tax changes, which affect most of readers of this newsletter, have received much less […]

Trusts & Estates California CEB Special Needs Trust Book: Special Needs Trusts: Planning, Drafting, and Administration (Cal CEB 2008)

Gordon Schaller and Scott Harshman authored Chapter 1 of the California CEB Special Needs Trust Book titled "Introduction to Planning for Persons With Disabilities."

Taxation and Trusts & Estates Orange County Business Journal: Living Trusts: How Special Distribution Provisions Can Help You Achieve Your Objectives

Living Trusts: How Special Distribution Provisions Can Help You Achieve Your Objectives By Gordon A. Schaller and Scott Harshman Special Distribution Provisions in Living Trusts The living trust is one of the most basic estate planning tools available, but some lawyers adopt a "one-form-fits-all" approach to drafting the trust. Many clients have special situations that […]