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This collaborative piece is the work of designer Athena Ting, Keva Tillem, and Jeanie Croshaw. It was based on the interplay between beauty and mental health as the feathers were collected from birds that enjoy the Napa State Hospital as their home.
Did you know that Napa State Hospital is not … Read More

SHOWCASING THE MANY FACETS OF FEMME
THURSDAY
MAY 2 2024
5PM TO 7PM
Art Walk Reception
466 First Street East
Sonoma CA 95476
hvplawoffices.com
HOSTED BY ATTORNEY
MARY PIASTA, ESQ. First femme partner,
Sonoma Law Partners PC
Wines by ROCHE WINERY
JCB BUBBLES with JOANIE HAHN
ART SHOWCASES
STACEY SMIGROD
Impressionist Painter
DR. KAMAL SANDHU
Wearable art. Slow fashion.
DR. JEANIE CROSHAW
& DAUGHTER ATHENA
Trashion Designer
SONDRA BERNSTEIN
Innovative Digital Artist
EMPOWER. CREATE. INSPIRE.… Read More


Trusts can be set up to be revocable in case you want to change your mind at a future date. … Read More


When you know, you know. Everyone has an estate. And no matter how modest, almost everyone can benefit from setting up a living trust. As estate planners, we create living trusts for our clients all the time. From modest to sophisticated, we know the ropes. As part of our ‘law for everyone’ concept, we want to give … Read More
A very cool robot graced our Halloween open house this year. We are lucky enough to work with a start-up company focused on robotics, hence the visit. Their robots use artificial intelligence to interact with humans or other robots. While not frequent visitors to the Plaza, these robots provide emotional support in healthcare, learning, and other environments, including a special Halloween visit to Sonoma.… Read More


In this situation as in many others, the law often lags behind the issues of the day. This leaves individuals, including estate planners and professional fiduciaries with the question of how to counsel clients as to assets both now and in the future. Presently, the California Probate … Read More

Here are some of the ideas we’re working on to enhance our legal counsel for the families and small businesses upon which Sonoma is based, and for those among us who need our help.
1. TechForward Sonoma—stay tuned for video featuring an online Sonoma History
Tour
2. CarePartners Initiative—elevating elder care and support
3. Sonoma History and Local Artist Retrospective—open-door office visits for a glimpse of Sonoma history past and present coming soon
4. Celebrate Diversity—collaborating with community members to highlight different cultures and ways of life, starting with Ana Escobar’s family recipe below.
Cumulatively, these ideas forge a new … Read More


Here are some of the ideas we’re working on to enhance our legal counsel for the families and small businesses upon which Sonoma is based, and for those among us who need our help.

As a practice serving the legacies of families and their businesses, numerous tools need to be at-the-ready to fit the situation. When it comes to an intimate family business owned by two individuals, there is a particular corporate structure that may be considered: the Close Corporation.
Many think of them as a partnership dressed as a corporation. A close corporation refers to a corporation under Corporations Codes Section 158 and 300(b). In general, this type of corporation involves situations with few shareholders. It is ideal for situations where the owners prefer flexibility, preferring to streamline the usual formalities of … Read More

Five Common Legal Issues Caregivers May Face
In her upcoming keynote address at the CarePartners Initiative Forum on May 6, 2023, SLP partner Mary Piasta combines her estate planning experience with a passion for protecting what matters most to provide a comprehensive overview of the most common legal issues that caregivers caring for older adults with dementia need to consider:






Sometimes an estate goal is to effectively omit someone from the parade of beneficiaries. This type of disinheritance must be done properly to minimize the risk of litigation and maximize distributions to intended beneficiaries.
In 2010, California law added hoops to make disinheritance more difficult to withstand a contest. This law does require specific language in a bequest. California law presumes that direct heirs (children and spouses) will be provided for in one’s estate planning. That said, California, unlike Napoleonic countries does not require this type of gift.
In California, one cannot simply omit them from their Will and/or Trust. … Read More

The question arises, how does living in the US impact the ability and strategies with estate planning? This is not an easy answer. Often factors relating to citizenship goals can drive a response. These couple with the laws of the citizenship country. For … Read More

Thomas A. Haeuser (retired)

We are proud and pleased to announce that our long-time partner Thomas Haeuser (retired) will be taking on a new role at the firm in the new year. Effective January 1 2022, Tom will continue to serve in an advisory capacity, taking a step back from active practice to focus on community activities. Those around town already know Tom for his presence on the Plaza and his unflagging efforts to make our town and the surrounding community a special place for … Read More
Business Compliance

Top 5 Year-end Business Compliance Checklist

Change in the Law
Effective February 16, 2021, Prop. 19 modified the reassessment exclusion for parents and grandparents wishing to pass down their property to their children or grandchildren who were not going to live there, leaving certain estates vulnerable.
What About the Exclusion Limits?
Prior to Prop. 19, primary residences of unlimited value could be transferred avoiding reassessment up to an additional $1 million of assessed value. This also had zero requirement that the child lives at that property. … Read More
Estate Planning

Top 10 Year-end Estate Planning Checklist
Prop 19 & Entities: Legal Update and Estate Planning Strategy


Sonoma Law Partners PC is pleased to announce that Sonoma Magazine has named partner Anthony R. Valluzzo for inclusion in its list of 2021 “Lawyers of Distinction” in the category of business law.
Sonoma Magazine’s inaugural “Lawyers of Distinction” list recognizes the county’s top legal practitioners. Candidates who live or work in the greater Sonoma five-county region were peer-recommended. A third-party research firm conducted the peer nominating and vetting process, ensuring its independence and authenticity. Inclusion in the list is based on the opinions of responding … Read More


The firm focuses on estate … Read More
Fiduciary originates from Latin fidere, which means “to trust.”
Join the discussion between lawyer Mary Piasta and Lori Beth Merrill of Sonoma Law Partners PC as they discuss the things you want to know about fiduciaries, what they are, how they are regulated, and how they can help loved ones.
In case you missed it…
Click here to view the video courtesy of Vintage House Sonoma… Read More
An upcoming Seminar on April 16 at Vintage House.
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, outlining the estate planning tools that can ensure your welfare stays out of the hands of the courts. He will discuss how to empower those you trust to make decisions on … Read More
The December relief package created a second draw for businesses that have exhausted 

These sort of things are what is referred to as ‘intellectual properties’ and if you have a will or estate plan that includes directives for your business you might think more about protecting these aspects to your business or endeavor.
Under the law, in the broadest sense an intellectual property is an abstract item such a concept, ideas or formula and so on. To protect things … Read More
Recently as marriage equality and identity classifications have been critiqued more closely by the LGBTQ community, here’s some info about name changes.
Basically it’s not that difficult.
Anybody can change their name legally. Just make sure it is not to commit fraud or make a false identity.
The simplest and most common is when people marry.
Today’s customs and attitudes about marriage lets women keep a “maiden name” or allows for a hyphenated name.
Hyphenated names are used in England. Historically, it has been part of the class or caste-system in English society. Hyphenated names were passed down as a … Read More
by Mary Piasta

For example, one entrepreneur went through bankruptcy four times in his life and left a legacy including a private foundation. For others it means wiping the slate clean to rebuild their wealth.
Historically speaking bankruptcy was a way to depart from the English precedent … Read More