Ideally, a family living trust should be funded with all the assets so they all pass to the beneficiaries through the trust. Of course, this doesn’t always happen. More often than we would like to see, individuals who have set up trusts still have banking and investment accounts with old...
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Max Alavi, Attorney at Law, APC: Contested Trust Litigation “Win”
Newport Beach, California, October 2018 – Max Alavi, Attorney at Law, APC would like to announce the successful conclusion of another litigated trust matter. After a two-year battle in the Orange County Courthouse, Max Alavi, Attorney at Law, APC was able to reclaim trust assets denied to our client who...
Max Alavi, Attorney at Law, APC: Excited to Announce Relocation of Main Office to New Location
Newport Beach, California, October 2019 – Max Alavi, Attorney at Law, APC is pleased to inform you of our new office location at 2424 SE Bristol St. This move will allow for the further expansion at a more client-friendly location situated off the 73 Freeway for easy travel access and...
Max Alavi, Attorney at Law, APC is Excited to Announce its Santa Ana, Rancho Palos Verdes and Los Angeles Office Grand Openings on March 01, 2018
NEWPORT BEACH, CA, March 24, 2018 /24-7PressRelease/ -- Max Alavi, Attorney at Law, APC would like to share the exciting news of the addition to their office locations of Santa Ana, CA, Rancho Palos Verdes, CA, and Los Angeles, CA beginning in March 2018, adding these locations to our current...
Advantages of Marital Deduction Trusts and Bypass Trusts in Minimizing Federal Estate Taxes
There are several estate planning tools that allow one spouse to pass their estate to another, minimizing the estate tax burden upon their death. But which is the better option: A Marital Deduction Trust or a Bypass Trust? Find out from Max Alavi APC, OC Trusts Lawyer. Advantages of Marital...
Max Alavi APC replacing Alavi and Broyles LLP
Newport Beach, California, August 28, 2016 – Max Alavi, Attorney at Law, APC is now singularly focused on matters related to your estate. Effective immediately, Alavi & Broyles, LLP has been dissolved. Mr. Alavi has enjoyed a 24 year passion for matters related to estate planning, probate and trust contests...
Can I Transfer My IRA and Other Tax-Deferred Plans to My Living Trust?
Those with IRAs or similarly tax-deferred plans often wonder whether they should transfer ownership of their plan to a living trust. What are the merits of doing this? And does it typically make more sense to name a spouse, child, or grandchild as the beneficiary of the IRA? In a...
What are Family Limited Partnerships and LLCs?
Families with complex business assets may require advanced estate planning vehicles, including Family Limited Partnerships and Family Limited Liability Companies. What are these estate planning vehicles, though? What benefits do they offer? And how can they be applied? Gain insight from Max Alavi APC, OC Trusts Lawyer. What are Family...