On Friday, July 22, 2022, LKA Attorney Maggie A. LaBranch-Gonzales welcomed Dementia Consultant and Educator Tami Anastasia to speak at our Ask the Expert series. Tami spoke about techniques to help facilitate effective communication with people who have dementia, the challenges of caregiving for someone who has dementia, what to avoid, and provided dementia-friendly communication strategies and tips. About the speaker: Tami Anastasia is an Alzheimer’s and dementia counselor and … [Read more...] about Ask the Expert 2022 Series – Communication and Dementia (VIDEO)
Pondering Portability
The Internal Revenue Code grants spouses several tax benefits both during life and at death. Portability represents one of those benefits. Portability allows the surviving spouse to use the unused portion of the Applicable Exclusion Amount from their predeceased spouse. In Revenue Procedure 2022-32, the Internal Revenue Service extended the time during which a surviving spouse may elect portability without a Private Letter Ruling from two years to five years. Read on to learn more. … [Read more...] about Pondering Portability
The Importance of Continuing Legal Education (VIDEO)
In this Vlog, Attorney Justin M. Kennedy discusses the importance of continuing legal education, and why our office is different with regard to the numerous continuing education hours each attorney completes in estate planning, tax planning and elder care law each year. … [Read more...] about The Importance of Continuing Legal Education (VIDEO)
July 2022 Medi-Cal Asset Limits (VIDEO)
In this Vlog, Attorney Justin M. Kennedy discusses the July 2022 Medi-Cal Asset Limits. … [Read more...] about July 2022 Medi-Cal Asset Limits (VIDEO)
What Makes a Will or Trust Invalid?
Blog Author: Tereina Stidd, J.D., LL.M. (Tax), Associate Director of Education, American Academy of Estate Planning Attorneys, Inc. Attorneys often answer questions relating to the validity of Estate Planning documents. Sometimes, the testator or grantor simply wants to ensure that the documents carry out their last wishes. Other times, a beneficiary questions the terms or amount of their inheritance. Finally, loved ones have concerns that the Estate Plan does not accurately reflect the true … [Read more...] about What Makes a Will or Trust Invalid?
Trustee Tax Liability (VIDEO)
In this Vlog, Attorney Justin M. Kennedy discusses the federal priority statutes and how they can create personal tax liability for a Trustee. … [Read more...] about Trustee Tax Liability (VIDEO)
Interview with Dementia Counselor Tami Anastasia Part Four – Transitioning Care to a Long Term Care Community (VIDEO)
In this video, Litherland, Kennedy & Associates Geriatric Care Manager Dedra Jize interviews Dementia Counselor Tami Anastasia about transitioning care to a long term care community. This is the fourth in a series of video discussions between Dedra and Tami and we are excited to be able to provide these helpful resources on dementia and caregiving. https://www.amazon.com/dp/B09PHH7G6D. Visit Tami Anastasia's website https://tamianastasia.com/. for information on Caregiver Counseling, … [Read more...] about Interview with Dementia Counselor Tami Anastasia Part Four – Transitioning Care to a Long Term Care Community (VIDEO)
President Biden’s Proposed Tax Plan (VIDEO)
In this Vlog, Attorney Justin M. Kennedy discusses President Biden's Proposed Tax Plan. … [Read more...] about President Biden’s Proposed Tax Plan (VIDEO)
Litherland, Kennedy & Associates Attend Exclusive Educational Conference to Further Elevate Their Practice
Leading Silicon Valley estate planning and elder law attorneys, Justin M. Kennedy and Maggie A. LaBranch-Gonzales, and Director of Marketing and Client Relations Wendy Harshbarger, convened with other premier legal professionals deep in the heart of Texas as the American Academy of Estate Planning Attorneys hosted their 2022 Spring Summit May 12-15, 2022, at Austin Marriott Downtown, in Austin, Texas. This is the Academy’s 29th Spring Summit and their first Summit outside their home base of San … [Read more...] about Litherland, Kennedy & Associates Attend Exclusive Educational Conference to Further Elevate Their Practice
Community Shred Day 2022 (VIDEO)
Thank you to everyone who participated in our 2022 Community Shred Day on May 7th. Together we raised $1,101 for the Alzheimer's Association. … [Read more...] about Community Shred Day 2022 (VIDEO)
