Duck_Logo SLP

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

Duck_Logo SLP

Firm Announcement

anthony valluzzoSLP Partner Tony Valluzzo Named to 2021 “Lawyers of Distinction” List by Sonoma Magazine

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

Duck_Logo SLP

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

Videos

Instagram Feed

Duck_Logo SLP

SLP’s Tom Haeuser Steps Up to FISH Board of Directors and Sonoma County Library Commission

thomas haeuserSONOMA, CA – July 26, 2021 – Prominent business and estate planning law firm Sonoma Law Partners PC is pleased to announce that Tom Haeuser (retired), name partner and Certified Specialist in Estate Planning, Trust & Probate Law, has stepped up his roles in two vital community service organizations, Friends Helping Friends (FISH) and the Sonoma County Library Commission. Tom was recently selected President of the FISH Board of Directors, continuing his longstanding affiliation with an organization that has been lending a helping hand to neighbors in need for 50 years. Tom also accepted an appointment to serve a 3-year … Read More

Duck_Logo SLP

Sonoma Law Firm Sonoma Law Partners PC in Growth Mode – Adds Staff for Concierge Services

Sonoma_Law_Home_outside_viewSONOMA, Calif. – May, 2021 – Reinventing the law firm business model, SLP lawyers return to the basics of legal services with an emphasis on lawyers and staff working together to offer a concierge service experience. The addition of staffers Lori Beth Merrill and Penny Martin underscores SLP’s long-standing reputation for working seamlessly with clients. Committed to providing the ‘white glove’ treatment . Penny’s adept management of client-attorney interactions and communications and Lori Beth’s background as a real estate appraiser complement the legal services offered by SLP’s two partners, Anthony R. Valluzzo, and Mary Piasta.

The firm focuses on estate … Read More

femme project

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

Duck_Logo SLP

Virtual Fiduciary Presentation

Fiduciary originates from Latin fidere, which means “to trust.”

YoutubeJoin 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

Duck_Logo SLP

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

Duck_Logo SLP

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

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

Duck_Logo SLP

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