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Jonathan Purcell

Jonathan Purcell

  • Bankruptcy, Estate Planning, Tax Law ...
  • California
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Practice Areas
  • Bankruptcy
  • Estate Planning
  • Tax Law
  • Real Estate Law
Fees
  • Free Consultation
  • Credit Cards Accepted
Jurisdictions Admitted to Practice
California
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US District Court, Northern District of California
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US Tax Court
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Languages
  • Chinese: Spoken
  • English: Spoken, Written
Education
University of California Hastings College of the Law
J.D. (2000) | Tax, Estate Planning, Intellectual Property, Business
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Honors: Tax Law Concentration
Activities: Symposium Editor, COMM/ENT Law Review
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Professional Associations
State Bar of California  # 215307
Member
Current
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Websites & Blogs
Website
Estate Planning & Tax Law | Probate | Trust Administration | Taxation | Real Estate
Blog
NorCal Tax Law | Asset Transactions | Asset Protection
Blog
Petaluma Estate Planning Law | Probate | Trust Administration | Taxation | Real Estate
Legal Answers
15 Questions Answered

Q. My mother wants to gift my wife and I her house. She has under 1 million in assets. What are the tax considerations
A: There is a requirement to report gifts more than $15,000 per year on form 709. The tax will be levied only if at the time of death, the combination of all lifetime gifts and donor's decedent estate, exceeds the the gift and estate tax exemption, then in effect, currently $11.58 million. Jonathan Purcell is a California Attorney. This posting does not create any attorney-client relationship. The information presented here is general in nature and is not intended nor should be construed as legal advice for any particular case or client. For specific advice about your particular situation, please consult with your own attorney. This posting is not intended to constitute an advertisement or a solicitation
Q. My mother and father are both alive but ailing. If my father passes away before my mother when is his/their will read?
A: Most modern estate plans use a trust instead of will to transfer assets at death. Jonathan Purcell is a California Attorney. This posting does not create any attorney-client relationship. The information presented here is general in nature and is not intended nor should be construed as legal advice for any particular case or client. For specific advice about your particular situation, please consult with your own attorney. This posting is not intended to constitute an advertisement or a solicitation.
Q. Elderly parents have 6 year old will and trust. Will a holographic codicil be o.k. in California to make changes?
A: If parents intend to replace the executor and trustee, it is a good idea to review all documents beforehand. A change in the trustee will minimally require an amendment to the trust. Jonathan Purcell is a California Attorney. This posting does not create any attorney-client relationship. The information presented here is general in nature and is not intended nor should be construed as legal advice for any particular case or client. For specific advice about your particular situation, please consult with your own attorney. This posting is not intended to constitute an advertisement or a solicitation.
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Contact & Map
NorCal Tax Law
40 FOURTH ST. STE. 211
PETALUMA, CA 94952
Telephone: (707) 694-7213
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