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New and Noteworthy

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Consider a Close Corporation

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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

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CarePartners Initiative

Mary Piasta Keynotes Upcoming CarePartners Initiative Program

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:

  1. Power of Attorney
  2. Advance Directives
  3. Estate Planning
  4. Putting Together a Care Team
  5. Thoughts on Skilled Nursing and Hospital Stays

Caregivers traverse an unknown terrain of new responsibilities. Come learn how foundational legal documents … Read More

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Do you want to take your career in a new direction?

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Do you want to take your career in a new direction?

What sets us apart from the competition? Everything. We are a community-based law firm focused on the business of law from the perspective of those we serve. We use our knowledge of the law to build a better world starting right here, right now. For more than 100 years, our firm has enhanced and enriched Sonoma and the surrounding community one individual and one business at a time. Our practice includes business, estate planning, real estate, and employment law, meeting personal and business needs with an emphasis on family-owned

… Read More
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Local Law Firm Sonoma Law Partners PC Accelerates Growth with Employment Lawyers Wright & Supple

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SONOMA, CA – February 6, 2023 – The combination of two local law firms, Sonoma Law Partners PC (SLP) and Wright & Supple (W&S) expands SLP’s services to include employment law counsel through a joint effort that redefines collaboration. SLP partners Mary Piasta and Tony Valluzzo continue to reinvent the law firm business model, working with W&S, a women-owned employment law firm led by Mary Wright and Oriet Cohen-Supple. As transformational change continues to rock the legal industry, this innovative approach offers clients the legal services they need across the full spectrum of business and employment law, while controlling costs … Read More

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Omitting Heirs (Disinheritance)

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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

Probate of WillWine Country has its beauty, including the many people who flock here to live. It is becoming more common for non-citizens to take up abodes here. This goes back to the founding of Sonoma heavily influenced by international residents. For those interested in a delightful historic recap consider viewing the documentary the Call of the Valley.

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

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Legacy & Succession

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Thomas A. Haeuser (retired)

ex-Partner Thomas A. Haeuser (retired) takes on new role as SLP advisor and community leader

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 

two ladies talkingOur year-end checklist provides useful tips for year-round check-ups.

Top 5 Year-end Business Compliance Checklist

  1. Performance and Operations ‒ I have discussed and mapped out performance and operations with management and legal counsel.  Yes  No
  2. Entity Structure/Governing Instruments ‒ I have reviewed my business entity structure and updated articles of organization/incorporation, operating agreement, bylaws, partnership, or other agreements as needed.  Yes  No
  3. I am up to date on all corporate formalities for California corporations to maintain my personal liability protection.  Yes  No
  4. I have finalized my year-end accounting and closed the books for the calendar or fiscal year
… Read More
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Proposition 19 Impacts Family Winery Legacy

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grapes on the vineA recent legacy case illustrates how Proposition 19 impacts grandparents wishing to leave their family vineyard property to their granddaughter.

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

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Estate Planning Top 10 Checklist

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Estate Planning

SLP-Social-MediaWe can work with you to review your business, real estate, and family holdings for tax issues to craft and maintain your succession plan for life, and what comes after.

Top 10 Year-end Estate Planning Checklist

  1. Personal Status ‒ My health, wealth, and chosen decision-makers are still the same  Yes  No
  2. Legal Guardians ‒ The legal guardians I’ve selected for my minor children are up to date and consistent with my wishes?  Yes  No
  3. Legal Documents ‒ I have my legal documents in place including a power of attorney, health care directive, will and (when needed) trust  Yes 
… Read More