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Real Estate and Elders

logan-weaver eldersIntroduction to Elder Abuse, Capacity and Undue Influence

In a recent presentation to realtors, Real Estate and Elders, SLP partner Mary Piasta provided a introduction to elder abuse, capacity and undue influence. Offering a roadmap for understanding and navigating issues of elder abuse in real estate, Mary focused her presentation on the applicable laws, rules and concerns for real estate professionals concerning capacity, financial exposure, warning signs, and resources.

For more information, please email mary@sonomalawpartners.com or call 707.996.2131.… Read More

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Proposition 19 & Entities

Prop 19 & Entities: Legal Update and Estate Planning Strategy

Prop-19 tierra-mallorcaOne of the major exclusions from property reassessment is the exclusion of real property that is owned by a legal entity, such as a corporation, partnership, or LLC, as provided in Revenue & Taxation Code section 64. In a nutshell, it provides that when realty is owned by a legal entity, certain changes in the ownership of the entity do not constate sale of the realty itself, unless a new person or entity gains control of the entity. For example, if real property is owned by a corporation, shares of … Read More

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Changes to California’s Housing

Described as a critical piece of housing legislation, SB 9 which was signed into law by Governor Newsom this September will no doubt change the future of housing investments and opportunities.  The ripples will also extend into property tax issues at a local level.

According to U.S. Census records there are over 6 million detached single-family dwellings in the State of California. Allowing units to be built adjacent to or within existing single family homes might resolve the housing crisis. “The intent of SB 9 is clear – to streamline the process so homeowners can create a duplex or subdivide … Read More

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Femme Project

Results-driven representation in key areas of law including issues impacting women

There has never been a better time in history to be a woman, yet women still face a daunting array of challenges, especially when it comes to legal issues. We work hard to make our services accessible to those who need us most.

The Femme Project draws together professionals committed to exceptional client service, focused on those who serve the unique needs of women or those who identify as them. Collectively, we leverage our deep trench of resources for women whether it is in finance, tax, real estate, banking, … Read More

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California Cares A Lot

California Cares A Lot
How California Law Helps Seniors Avoid the Scenario in the Netflix movie, I Care A Lot

April 16th 10:00 AM to 11:00 AM PT

In case you missed it…
View Presentation courtesy of Vintage House Sonoma

This complimentary seminar features Anthony Valluzzo, a partner at the Sonoma law firm of Sonoma Law Partners PC. Tony draws on a wealth of estate planning experience to craft solid legal strategies that provide peace of mind for life and after. While not as chilling as the movie version, Tony will provide an overview of California law addressing court-appointed conservatorships, … Read More

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AB 5 – Independent Contractors

woman drinking coffeeIn 2020, AB 5 was a big topic of discussion as it narrowed the appropriate use of independent contractors.  This year there are two legal actions that loosen the corset of AB5. 

AB2257 and PROP 22 exempted app-based delivery and transport companies if certain things are met.  AB 2257 recasts and clarifies various exemptions including but not limited to: 

  • Business to business referral agency
  • Professional services
  • music 
  • Journalists
  • Copyeditors
  • All sorts of creatives
  • Appraisers, insurance underwriters
  • Landscape architects
  • Consulting 
  • International exchange programs
  • Animal services
  • Something I need desperately – salon services. . . 
  • “specialized consulting services”

The above are all Read More

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Three Cheers for PPP

The December relief package created a second draw for businesses that have exhausted SLP-Social-Mediatheir PPP.  This PPP list includes an Expanded List of Expenses Qualifying for Forgiveness.  The list of expenses that PPP funds can be used for that qualify for loan forgiveness has been expanded to include: 

  • “operations expenses” defined as payments for business software and cloud computing services and other human resources and accounting needs that facilitate business operations; 
  • “supplier costs” defined as payments to a supplier for goods that are essential to the operations of the borrower pursuant to a contract or purchase order in effect before
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3 Step Approach to COVID Notice Requirements 

Under the new law, AB 685 if an employer receives notice of a “potential exposure to COVID-19” the employer must provide various notices.  There is a three-step process for doing so. 

men talking with masks on their facesStep One – Within one business day, an employer must provide notice to employees, employers of subcontracted employees, and representatives of them that includes all of the following.  

  • The notice must be given to all of those who were on the premises at the same “worksite” as the “qualifying individual” within the infectious period. 
  • the Notice must comply with Cal OSHA Form 300 Injury & Illness Log
  • Notice to
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Buy-Sell Agreements

Business persons talking in the office shaking handsSLP Law has more and more clients looking to transition their businesses whether they are new or even legacy businesses. Other times circumstances dictate the need for a business transition like death, divorce, or bankruptcy. In either case as it may be understanding the circumstances for the sale is an important driver to dictate various terms. Of course, clarity in dealings of this nature can add to peace of mind. A short list of considerations is as follows:

Goals – consider the end goals of the sale. Is it tax minimization, liability transfer, a life change? Keeping an eye on … Read More

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How New Laws Will Affect Sonoma Business

2021 laws impact local business in several key areas. Already challenged by the economic constraints resulting from the pandemic, business owners are now confronted by an increase in minimum wage and additional protocols for COVID-19 reporting. On the flip side, the restrictions on independent contractor relationships imposed by AB-5 have been relaxed, and the California Secretary of State has launched a business portal for routine filings. Finally, the sweeping implications of Proposition 19 concern business owners and individuals seeking to transfer real property to their children.

To learn more:

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