Publications, Presentations & Videos
The following publications and presentations are provided in PDF format:
May 2016 – Magazine Article - California Trusts and Estates Quarterly - Busting the Bypass: Simplifying Irrevocable Trusts by Daniel G. Brown, Esq. and Jennifer M. Stier, Esq.
May 2016 – Publication - Guardianship Planning for Parents of Minor Children
April 2016 – Newspaper Article - Suit alleges woman, 89, victim of mortgage fraud: County officials, private attorneys combat elder abuse
September 2015 – Publication - The New Longevity (Planning Options For The Practitioner) – Presented to the Peninsula Estate Planning Council meeting on September 9, 2015.
August 2014 – Publication - Why Trusts Are Still So Important: Protecting Assets from Creditors and Leveraging Tax Exemptions
June 2014 – Publication - The Long and Winding Road of Estate Planning
June 2013 - Publication - Estate Planning 101 – The Basics
January 2013 - Publication - New Year’s Day Federal Tax Legislation
January 2011 - Publication - 2011 Tax Letter