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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


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:
The above are all … Read More

The December relief package created a second draw for businesses that have exhausted 

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.



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

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:
… Read More

The Biden team is just beginning to look into ways to capture some of the stratospheric increases in wealth during the last few years. As of today they include the elimination of step-up in basis for inherited assets and being even more aggressive than the sun set provisions, lowering the exemption amounts to 2009 of $3.5 million for estates and … Read More


The uniqueness of California comes from its position to recover from the economic fallout. As one of the largest economies in the world, California has the tools, population and culture to rebound quickly and thoroughly.
Property values have remained high, even continuing to increase in suburbs and areas outside of the city centers. California’s state government … Read More


Office has released the fee schedule for 2021,
available on its website available at https://www.uspto.gov/learning-and-resources/fees-and-payment/uspto-fee-schedule.… Read More


For the estate planning side of things, we like to review the status of things through the year to ensure your wishes are properly recorded in your documents. Have there been any changes in your holdings? Did you move? Are there new family members? Are there any new desires for decision makers? Are your beneficiaries current?
For the business side of things, it is prudent to do … Read More