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KOZA LAW BLOG

Do Not Try This at Home (Unless You Absolutely Must!): Wills, Trusts, and Estate Planning

15 Sep 2017

    If you are one of the millions of people who have already purchased an estate  planning document, such as a living trust or will, from an online template document mill service (i.e. Rocket Lawyer, Legal Zoom, etc.), you may want to speak with a licensed estate planning attorney

Probate Related Fees and Costs in California

01 Aug 2017

PROBATE Statutory Fees and Court Costs   When an estate valued at over $250,000 is probated, even in the simplest situation where there is no contest or dispute, the process is likely to take at least a year in California.  During that time, your assets may be in a state

TRUMP v. SANCTUARY CITIES

12 May 2017

Although the shocking news about President Trump’s recent firing of the head of the FBI (in the midst of an FBI investigation of the Trump campaign) has understandably stolen all the headlines for the past week, there has also been a fair amount of news lately about “sanctuary cities” and

WHAT HAPPENS TO YOUR SOCIAL MEDIA ACCOUNTS WHEN YOU DIE?

04 May 2017

  If you’re reading this, you likely have an online presence.  The average person has numerous online accounts making up an entire digital life.  There’s Facebook, Instagram, Twitter, LinkedIn, and on and on.   Don’t you want to control whether or not the contents of your digital identity are passed

DEATH TO THE DEATH TAX? WHO WINS?

28 Apr 2017

    President Donald Trump’s one page tax proposal was released on Wednesday morning.  Within this proposal, the Trump administration is pushing for a repeal of something they refer to as the death tax. What’s the reason for this push, and what does it really mean for you? Let’s get

What effect will Trump have on estate planning and tax law?

28 Nov 2016

At this point, nobody knows what President-elect Trump is going to do when he takes office in January of 2017. That being said, TheStreet.com attempts to tackle an important subject with the article titled “Estate Planning in Trump’s

Judge Posner Voices Harsh Words for Legal Words

31 May 2016

In a May 17 opinion, one of the country’s most esteemed judges not on the  Supreme Court, Hon. Richard Posner of the United States Court of Appeals for the 7th Circuit, took the time to vent about a commonly held frustration– legalese.   “I disagree merely with the rhetorical envelope

Koza Law Group APC Sponsors San Diego Touch-a-Truck Event (5-22-2016)

19 May 2016

On Sunday, May 22, 2016, please bring your kids and join Koza Law Group APC (and other sponsors) as they kick off this year’s San Diego Touch-a-Truck event– a fundraiser in support of the fight against children’s cancer (Neuroblastoma and Medulloblastoma Translational Research Consortium). This is a great event for

Bobby Kouretchian of Koza Law Group APC selected as one of the “Top 100 Lawyers” in Southern California

19 May 2016

Bobby Kouretchian has been selected by The National Advocates as one of the “Top 100 Lawyers” in Southern California in the practice area of Wills, Trusts, and Estates. http://www.thenationaladvocates.org/   For more on how The National Advocates determines winners of this award, please visit http://www.thenationaladvocates.org/. No aspect of this advertisement

Planning to Give in 2015

24 Nov 2015

  San Diego, California— We have all heard the familiar adage– “Pay it forward.” Perhaps that sentiment is even more important during the holiday season.   With the rise of Black Friday and Cyber Monday, we should be reminded of another familiar saying– “You can’t take it with you.” It is

Lamar & Khloe: Another Celebrity Case Study in Estate Planning

15 Oct 2015

Do you want your estranged spouse making ‘life-or-death’ healthcare decisions on your behalf should you ever become incapacitated? As former Los Angeles Laker Lamar Odom fights for his life in a Las Vegas hospital, a recent news report has disclosed that Mr. Odom doesn’t have a living will in place.

Business Succession for Small Business Owners: Planning Your Exit

06 Oct 2015

You own a small business.  It’s been a good ride, but for whatever reason you want to make an exit without harming the business you worked so hard to build. How should you make your exit?   It doesn’t need to be complicated.   But it helps to establish your

Governor Brown Signs Landmark Right-to-Die Law

06 Oct 2015

From NPR:  “California Gov. Jerry Brown signed landmark legislation Monday, allowing terminally ill patients to obtain lethal medication to end their lives when and where they choose.” Continued–  HERE

Koza Law Group — Our Latest Online Video

08 May 2015

Filmed in late April of 2015.  We hope this video gives you a little better sense of what we do and how we do it here at KOZA LAW GROUP. To learn more, just call us.   We pride ourselves on being accessible and responsive. (If the viewer below doesn’t work

Estate Planning: How to Handle Online Accounts

29 Apr 2015

If you’re reading this blog post, the odds are probably very good that you are someone who has at least a few important or even valuable online accounts. What happens to these accounts should you ever become incapacitated? What happens to them when you pass away? What happens to the

Estate Planning Fails– Celebrity Version

18 Nov 2014

Let these famous celebrities serve as a lesson to us all.     When it comes to estate planning:  be prepared!   Credit:  Steven Morelli, Insurancenewsnetmagazine.com

16th Annual Crystal Ball Gala for the benefit of CASA DE AMPARO

11 Sep 2014

KOZA LAW GROUP is proud to be a sponsor of the 16th Annual Crystal Ball Gala for the benefit of CASA DE AMPARO.   We will be donating a couple of items for the auction, including one free all-inclusive estate planning package (single). From CASA DE AMPARO’s website: Saturday, November

The Value of Having a “Plan” in Estate Planning

22 May 2014

    All too often, estate planning is viewed as a transaction: a will, a living trust, powers of attorney, etc.  But the best planning happens when the professional can get to know the client on a deeper level, to uncover hopes, dreams and aspirations.  It becomes more about family

When a Client Has No Estate Plan (Source: Wall St. Journal)

25 Apr 2014

From the Wall Street Journal, dated April 18, 2014: “The client was a retired single woman in her 60s. With $3 million in assets and no children, she had no immediate financial concerns when she visited adviser Brett Gottlieb. She simply wanted assurance that her retirement plan was still on

KOZA News: New Firm, New Name, and New Faces

28 Mar 2014

It’s been an exciting month here.  The LLP is no more.  We are now known and doing business as simply–  KOZA LAW GROUP. We had some personnel changes this month too.   We said goodbye to one of our founding partners.  Alex Zarrinneshan has left us for bigger and brighter

Estate Planning After Divorce

18 Feb 2014

  One area that is often overlooked in the divorce process is the need to update the estate plan.  Most people who have gone through a divorce of their own would agree that their ex-spouse is probably the last person they want to inherit their assets— or to make life

How to Stop Worrying About Running Out of Money in Retirement

21 Jan 2014

    Many retirees today worry about having enough money for their retirement.   Of special concern is if there will be enough money to provide for the surviving spouse.  This is called “shortfall risk,” and it is a valid concern.  People are living longer and health care costs continue

Part 3: Why is an Estate Plan Important?

15 Dec 2013

Estate Planning:  Who, When and Why?   This is post 3 of 3 on the “Who, When and Why?” of Estate Planning.  Click on these for Part 1 or Part 2.   Why is Estate Planning Important?   There are many ways to answer this question. I could answer it as

Part 2: When Should Estate Planning Begin?

02 Dec 2013

Estate Planning:  Who, When, and Why?   This is the second part in our three-part series of blog posts discussing the “Who, When, and Why?” of estate planning.  For part one:  “Who Needs Estate Planning?”   When Should Estate Planning Begin? If you have any children, valuable assets, or a

Part 1: Who Should Have an Estate Plan?

29 Nov 2013

Estate Planning:  Who, When and Why?   First things first.  A brief thought exercise to grab your attention.  (Only the courageous should read on.) We want you to consider how much time you spent planning your last trip.  Now, consider the time you invested in choosing and purchasing your current

What Should Your Business Know About Obamacare?

22 Nov 2013

By:  Alejandra Garcia and Bobby Kouretchian   What does the Affordable Care Act mean for California businesses? Perhaps you know it by its other name– “Obamacare.”  The Affordable Care Act is now here and it has an effect on California businesses.   Before we can tell you how the new

Proud to Sponsor our Local Community

16 Nov 2013

  KO/ZA LAW GROUP LLP is proud to be a sponsor of the 11th Annual San Elijo Turkey Classic Golf Tournament.   The tournament takes place on November 30 at San Marcos Executive Golf Course.  All proceeds from the event go towards creating and supporting enhancement projects in the San

When the Night Has Come, Stand By Me

31 Oct 2013

Planning For Our Care While We Can     “When the night has come And the land is dark And the moon is the only light we’ll see No I won’t be afraid Oh, I won’t be afraid Just as long as you stand, stand by me.” — Ben E.

Firm News

29 Oct 2013

Next week, Bobby Kouretchian will be attending WealthCounsel’s Estate Planning Boot Camp and the Southern California Forum Meeting. The Southern California Forum Meeting will cover: ** Estate Planning for Same Sex Couples After the Repeal of DOMA Section 3 ** Practice Building to Same Sex Couples The Boot Camp will

New Law for Commercial Property Owners and Lessors

17 Oct 2013

  As of July 1, 2013, according to Section 1938 of the California Civil Code: "A commercial property owner or lessor shall state on every lease form or rental agreement executed on or after July 1, 2013, whether the property being leased or rented has undergone inspection by a Certified

Employers Now Must Pay Nannies Overtime

16 Oct 2013

California Governor Jerry Brown recently signed into law the Domestic Workers Bill of Rights, which requires employers to pay time-and-a-half overtime to any nanny, housekeeper, maid or personal attendant who works more than nine hours in one day or 45 hours in one week. Normally California employees are entitled to

New Law Prevents Employers From Reporting Immigration Status In Retaliation

09 Oct 2013

Background Employers in California are prohibited from taking adverse actions against their employees (current, former or prospective) who exercise a right under state law, such as filing a claim of wage violation. Adverse Actions So what can be considered an adverse action? Although California law does not neatly spell out

“You Can’t Be My Heir Until You Cut Your Hair!” — The Risk of Incentive Trusts

03 Sep 2013

  By:  Bobby Kouretchian   It’s common for wealthy parents to worry about how they will devise their estate to their children.   How much of an inheritance is too much?  How much is not enough?    At what age should they receive their inheritance?    Should there be “strings

Which Form of Title is Best For Your Needs?

08 Aug 2013

  By:  Bobby Kouretchian   For most families, the home is the most valuable asset owned.  Even so, very few people even know how they are actually holding title to their home, let alone why they are holding title in such manner.  Here are a few of the most common

San Diego Mayor Scandal and Your Rights In The Workplace

29 Jul 2013

The big story in San Diego this month has been the sexual harassment allegations against this city’s mayor.  Mayor Bob Filner, 71, serving his first term as mayor after representing California’s 51st district in the U.S. House of Representatives, has come under fire after seven – so far, and increasing

Estate Planning for Women – Why is it so Important?

21 Jul 2013

  By Bobby Kouretchian Why is estate planning more important for women? Although estate planning should be commonplace for almost everyone, with each passing year it becomes even more important for women.  Simply put—women tend to outlive men, and thus will most likely carry the responsibility of managing their estate

DOMA Dismissed

18 Jul 2013

The Defense of Marriage Act, popularly known as DOMA, will no longer stand in the way of same-sex married couples and the immigration laws of the United States. On July 17, 2013, the Board of Immigration Appeals decided that Section 3 of DOMA was “no longer an impediment to the

Is it Legal to Reject Applicants With Criminal Records?

03 Jul 2013

Can an employer legally reject all job applicants with criminal records? The U.S. Equal Employment Opportunity Commission does not think so, and has announced that it is suing two employers, auto maker BMW and retailer Dollar General, alleging that the practice disproportionately screens out African American job seekers.  The complaints

KO/ZA Launches Twitter Feed

03 Jul 2013

KO/ZA LAW GROUP is now on Twitter! Follow Ko/Za Law Group on Twitter at https://twitter.com/kozalawgroup

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