Blog
Life Insurance as a Tool for Advanced Estate Planning Date: March 29, 2017 Time: 8:30am to 3:00pm Advanced Estate Planning Concepts for Building Your Business. Build on your basic knowledge of estate planning concepts. In this workshop you will learn about: The...
Blog, Social Events
You are invited to our 8th Annual Ice Cream Social! Date: Wednesday July 12, 2017 Time: 12:30pm to 3:00pm Location: 2070 Pioneer Ct, San Mateo CA Please join us for one of our favorite event, McDowall Cotter’s Annual Ice Cream Social! Swing by and enjoy a bowl...
Blog, Estate Planning
Getting Property to the Kids with Lower Property Taxes – Tricks & Traps of Prop 13 Date: Wednesday, July 26, 2017 Time: 11:30am Registration 11:45am to 1:15pm Presentation Location: 2070 Pioneer Court, San Mateo CA Trustees are under a magnifying glass to...
Blog, Estate Planning
What to Do When a Loved One Dies Date: Wednesday April 20, 2016 Time: 11:30am Registration 11:45am to 1:15pm Presentation Location: 2070 Pioneer Court, San Mateo CA Sign Up: Click Here To Sign Up for the Webinar: Click Here Prepare for the Unthinkable Your...
Blog, Estate Planning
ESTATE TAX FILERS – NEW IRS FILING REQUIREMENT FOR 2016 – FORM 8971 © 2016 by Michael S. Demian. All Rights Reserved. If you filed an Estate Tax Return after July 2015, the IRS is now requiring you to also file Form 8971 (and accompanying Schedule(s) A)...
Blog, Civil Litigation
In a big victory for the City of San Mateo, on April 6, 2015, David Rosenbaum and Stephanie Zeller completed a six day trial defending the City of San Mateo against two claims for dangerous condition brought by one plaintiff. After 13 witnesses and four hours of...
