David Morris

Using Online Services to Draft your Legal Documents: What They Don’t Want You to Know

Many times individuals looking to incorporate, draft trusts, form contracts, or buy and sell products and services will try to avoid hiring an attorney to help them with these projects. Countless millions of dollars have been spent, both online and in tra... Read >

Revocable Trusts, Living Trusts, and Family Trusts: What’s the Difference?

It’s common to see estate planning trusts described as a revocable trust, living trust, or family trust. These three terms describe the same thing. Each of these terms is commonly used, and each term describes a certain aspect of the most common kind of ... Read >

Use Joint Tenancy to Pass Property to Your Children and Avoid Probate

Avoiding Probate is a major consideration that people must consider when discussing the passing of assets from one generation to the next, particularly due to tax consequences and Liability issues. Periodically, grown children of seniors will suggest... Read >

Why Living Trusts Work Even When No Legal Transfer of Ownership Takes Place

Many years ago, the law held that any trust that had the same person as grantor, trustee, and beneficiary was void, because it was just a paper transaction and didn’t really affect the rights and responsibilities of any parties to the so-called trust. Th... Read >

Business Structure Essentials--Incorporating a Business in California

Many businesses in California reach a point where it is good practice to consider forming a separate entity to operate the business. The first question to be answered is whether the structure should be a sole proprietorship, a partnership or a corporation... Read >