A trustee is a party responsible for the management, investment, and distribution of the property or assets within a trust. This will involve the oversight of trust administration, accounting, taxes, serving beneficiaries, and so on – in a manner that is impartial and transparent. It is encouraged to all our clients to select a professional…
The Super Lawyers publication has selected Bridge Law partner, Lalit Kundani, as a 2019 Southern California Super Lawyer. The annual list recognizes outstanding lawyers who have attained a high-degree of peer recognition and professional achievement. Lalit began his legal career in 2005 after graduating from UC Berkeley School of Law, one of the nation’s top…
A Checklist for Passing on Assets to Beneficiaries Maybe because it isn’t pleasant to consider our own mortality, it is oftentimes too easy to delay the creation and maintenance of our estate plans. Nevertheless, establishing your final wishes and intentions in a clearly stated and understood way through the legal documentation found in an estate…
On May 23, 2019, the U.S. House of Representatives passed important retirement legislation called the Setting Every Community Up for Retirement Enhancement (SECURE) Act. The Senate is likely to pass the bill and the President expected to sign as well. Under HR 1994, there are 3 important issues for estate planners and financial advisors to…
The best part of my days are the nights I get to come home in time and see my girls off to bed. Jiya, now 4 ½-going-on-14, has graduated from songs and has moved over to stories, and the girls and I have been addressing all the popular ones recently. I’m sure it’s because their dad…
For start-ups and developing organizations alike, signing a lease for a commercial space is often assumed to be just like renting a home or apartment i.e. a lessee pays a specified amount of money to a lessor per month. When in reality there are several different types of commercial leases and basic structures that represent…
A trust, simply put, is a fiduciary arrangement intended to help you manage your wealth and assets in accordance with your wishes in the event of your death or incapacitation. A trust allows a third party, or trustee, the legal authority to manage, maintain, and distribute assets directed by the contents of the trust or…
Too often, businesses equate a corporate law attorney to that of an auto mechanic or firefighter, as in they only call them when there is a problem. What many entrepreneurs fail to understand is just how beneficial a business attorney can be to the longevity and success of their endeavor. Legal assistance and advocacy are…
“Our young children are our lives and our greatest blessings. They mean everything to us and everything we do is with them in mind. They are our past and future put together, and they reflect all of our hopes and dreams combined. As parents of little ones ourselves, we know full well the deep love…
Time-effective and cost-efficient, alternative dispute resolution gives the parties involved more flexibility and control over the process and outcome of business-related disputes; i.e. partnership, employment, or contract disputes. Alternative dispute resolution (ADR) is essentially any method of resolving disputes outside of the courtroom without litigation and is the preeminent approach to dispute resolution. Historically, parties…
One thing I hope for Jiya and Sonam is that they get to travel the Earth far and often. Traveling is a healthy form of disruption that we all could use. Traveling reminds us of how little of a spot on the globe we actually occupy. It forces us to accept that there are other…
The primary goal of your estate plan is the overall protection of wealth and assets in the event of your death or incapacitation. It ensures your assets may be distributed, as you see fit, through a will or trust agreement. However, in order to accomplish that goal, it is vital any and every asset is…
Beginning a business partnership can be an exciting time whether you are a veteran tycoon or an amateur entrepreneur. A partnership is a popular way to structure and finance a new business and brings about new challenges, shared visions, and reason to celebrate the smallest of victories. No matter how successful your business is or…
At its heart, an estate plan is deciding what would happen to your property and wealth in the time following your incapacity or death. It identifies who you would like to manage your assets, the beneficiaries of said assets, and can establish your final wishes in regards to how those assets will be distributed. Estate…
Since we opened our doors back in 2015, we have never once increased our prices. That’s pretty much unheard of in our industry and something we are very proud to have been able to offer to our clients for so long. Beginning in January of 2019 though, we will be expanding our estate practice as…
And what a year it has been! Sonam turned 1 this past weekend and it marks a full turn around the sun for all of us. Our baby girl is walking, talking and getting ready for Dodgers baseball! At this time last year, Sonam’s birth coincided with the Dodgers making the World Series, and here…
Touted as one of the most important changes regarding data privacy protections in the last 20 years, the General Data Protection Regulation (GDPR) went into effect on May 25th, 2018 for the entirety of all 28 member states of the European Union (EU). The goal of the GDPR is protection for all EU citizens from…
Whether having recently married or you’re about to take the plunge, you more than likely have a lot on your mind. Wedding plans, family plans, and an entire lifetime together to think about. However, one thing you may not be thinking about is how your new marriage can and most certainly will affect your current…
Any startup, be it a small family business or an endeavor into Silicon Valley, needs funding. They also have an understandable desire to raise their needed capital with as few legal hurdles as possible. The problem is that startup fundraising is a particularly regulated process that requires companies to be in compliance with the Securities…
If you’re like many business owners, you have likely imagined your company becoming a household name. One way to do this would be to franchise your business model, allowing third parties to operate and expand your established business into new markets while utilizing their own capital and supervisory efforts. To reach that level of success…
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