Pasadena Law Group - Jan Copley, Attorney at Law

Pasadena Law Group - Jan Copley, Attorney at Law At the Pasadena Law Group, we believe that the most powerful planning tool to protect our clients and their assets is the human ear. By listening closely to what you are concerned about and hope to achieve, we gain the understanding necessary to design and implement a plan to meet all of your needs.

We also take the time to explain your options in clear, easy-to understand language, so that you fully understand how your plan will work and why.

Is It Legal for a California Trustee to Charge for an Accounting of the Trust?https://www.pasadenalawgroup.com/is-it-leg...
04/29/2021
Is It Legal for a California Trustee to Charge for an Accounting of the Trust? | Pasadena CA

Is It Legal for a California Trustee to Charge for an Accounting of the Trust?

https://www.pasadenalawgroup.com/is-it-legal-for-a-california-trustee-to-charge-for-an-accounting-of-the-trust/

California trustees are those individuals who have been appointed upon the creation of a trust to administer the trust. Trustees in California are eligible to charge a reasonable fee for the services they provide in this role. Circumstances will dictate what counts as reasonable. Being a trustee is....

Can a Beneficiary of My California Will Also Be a Witness?https://www.pasadenalawgroup.com/can-a-beneficiary-of-my-calif...
04/29/2021
Can a Beneficiary of My California Will Also Be a Witness? | Pasadena CA

Can a Beneficiary of My California Will Also Be a Witness?

https://www.pasadenalawgroup.com/can-a-beneficiary-of-my-california-will-also-be-a-witness/

For your will to be valid, it needs to be signed. Having a witness there to be able to attest to the circumstances of the signing process helps support the document’s validity. A witness is important especially if someone alleges that your will is invalid in the future. A witness who is also a ben...

When Can I Revoke a Living Trust in California?https://www.pasadenalawgroup.com/when-can-i-revoke-a-living-trust-in-cali...
04/29/2021
When Can I Revoke a Living Trust in California? | Pasadena CA

When Can I Revoke a Living Trust in California?

https://www.pasadenalawgroup.com/when-can-i-revoke-a-living-trust-in-california/

Most people turn to a revocable trust because of the flexibility it provides. This means that you can choose to update the terms of the existing trust or to completely revoke it and eliminate its existence. Unlike an irrevocable trust, a revocable trust exists at the very discretion of the creator a...

Without a Will, Who Gets My California Estate?https://www.pasadenalawgroup.com/without-a-will-who-gets-my-california-est...
04/22/2021
Without a Will, Who Gets My California Estate? | Pasadena CA

Without a Will, Who Gets My California Estate?

https://www.pasadenalawgroup.com/without-a-will-who-gets-my-california-estate/

If you have a properly executed will, this document speaks for you after you pass away when it comes to decisions about who gets your assets or who will serve as the guardian for your minor children. If you don’t have a will, however, these important decisions are handled by the California courts....

What You Need to Know About Valuing Assets Inside an Estatehttps://www.pasadenalawgroup.com/what-you-need-to-know-about-...
04/21/2021
What You Need to Know About Valuing Assets Inside an Estate | Pasadena CA

What You Need to Know About Valuing Assets Inside an Estate

https://www.pasadenalawgroup.com/what-you-need-to-know-about-valuing-assets-inside-an-estate/

When your estate gets settled with the support of a personal representative or executor, date of death values must be established for the assets inside that estate. While you can include appraisal records for valued items at the time you create your will, but this will need to be done again by a per...

What Is the First Step in Settling My Probated Estate?https://www.pasadenalawgroup.com/what-is-the-first-step-in-settlin...
04/21/2021
What Is the First Step in Settling My Probated Estate? | Pasadena CA

What Is the First Step in Settling My Probated Estate?

https://www.pasadenalawgroup.com/what-is-the-first-step-in-settling-my-probated-estate/

You might have questions about what your personal representative or executor would need to do when you pass away. This important person has the responsibility of ensuring that your estate goes through the probate process as quickly and as streamlined as possible. The first step in this process is to...

What to Include When Gathering Information for Your Willhttps://www.pasadenalawgroup.com/what-to-include-when-gathering-...
04/15/2021
What to Include When Gathering Information for Your Will | Pasadena CA

What to Include When Gathering Information for Your Will

https://www.pasadenalawgroup.com/what-to-include-when-gathering-information-for-your-will/

You can’t make plans for distributing your property until you’re clear about what property you own. The first step in deciding how your property will be distributed in the future is gathering information. You’ll need details associated with anyone who is named into your will, such as a propose...

Can Grandparents Use a 529 Plan to Pass on Educational Support?https://www.pasadenalawgroup.com/can-grandparents-use-a-5...
04/15/2021
Can Grandparents Use a 529 Plan to Pass on Educational Support? | Pasadena CA

Can Grandparents Use a 529 Plan to Pass on Educational Support?

https://www.pasadenalawgroup.com/can-grandparents-use-a-529-plan-to-pass-on-educational-support/

Contributions to a 529 college savings accounts might be a popular avenue for grandparents to use to provide support and inspiration to their grandchildren. These college savings account can be used as a way to reduce potential estate taxes, transfer wealth, and support a loved one’s educational g...

What Kinds of Property Cannot Be Left Within a Will?https://www.pasadenalawgroup.com/what-kinds-of-property-cannot-be-le...
04/08/2021
What Kinds of Property Cannot Be Left Within a Will? | Pasadena CA

What Kinds of Property Cannot Be Left Within a Will?

https://www.pasadenalawgroup.com/what-kinds-of-property-cannot-be-left-within-a-will/

Wills are the cornerstones of most estate plans because they are inexpensive and simple ways to address the vast majority of people’s estate planning needs. However, a will cannot help you accomplish everything in the estate planning process and there are some things that you should consult with a...

Three Art Collection Considerations for Estate Planninghttps://www.pasadenalawgroup.com/three-art-collection-considerati...
04/07/2021
Three Art Collection Considerations for Estate Planning | Pasadena CA

Three Art Collection Considerations for Estate Planning

https://www.pasadenalawgroup.com/three-art-collection-considerations-for-estate-planning/

Many people have personal collections about which they are very passionate. These could include stamps, coins, art, or even other items that have a significant sentimental or monetary value. Regardless of the total overall dollar value of the collection, it should be thoughtfully incorporated into y...

Should I Move My Business Interests into a Living Trust?https://www.pasadenalawgroup.com/should-i-move-my-business-inter...
04/07/2021
Should I Move My Business Interests into a Living Trust? | Pasadena CA

Should I Move My Business Interests into a Living Trust?

https://www.pasadenalawgroup.com/should-i-move-my-business-interests-into-a-living-trust/

If you own a business, it must be thought of as a unique aspect of your estate plan. With the help of our Pasadena business succession planning lawyer, we can help you see how the company impacts your individual plan. Tying up the matters of an open small business during probate can be catastrophic....

Can I Include a Letter to My Survivors in My Will?https://www.pasadenalawgroup.com/can-i-include-a-letter-to-my-survivor...
04/01/2021
Can I Include a Letter to My Survivors in My Will? | Pasadena CA

Can I Include a Letter to My Survivors in My Will?

https://www.pasadenalawgroup.com/can-i-include-a-letter-to-my-survivors-in-my-will/

Your will is a formal legal document that is read and accepted to probate when you pass away. It details important instructions about what you want to happen with your estate, such as who will receive assets you have left behind and who should be appointed as executor of your estate or guardian of y...

Study Finds that Millennials Spurred to Create Wills During Pandemichttps://www.pasadenalawgroup.com/study-finds-that-mi...
03/25/2021
Study Finds that Millennials Spurred to Create Wills During Pandemic | Pasadena CA

Study Finds that Millennials Spurred to Create Wills During Pandemic

https://www.pasadenalawgroup.com/study-finds-that-millennials-spurred-to-create-wills-during-pandemic/

The pandemic made many people take a hard look at their career path, personal residence, financial savings, and estate plans. Many people who had no plan in place before took steps forward to protect their interests in the event of sudden incapacity or death. No matter your age, you could benefit fr...

Family Businesses Can Be Exposed Without Succession Planninghttps://www.pasadenalawgroup.com/family-businesses-can-be-ex...
03/25/2021
Family Businesses Can Be Exposed Without Succession Planning | Pasadena CA

Family Businesses Can Be Exposed Without Succession Planning

https://www.pasadenalawgroup.com/family-businesses-can-be-exposed-without-succession-planning/

One of the most significant drivers of economic growth in the United States is the strength of family businesses. Unfortunately, however, the number of family businesses that are survived by second or third-generation owners decline significantly. One contribution to this is the fact that many famil...

What Is a Conditional Inheritance in California?https://www.pasadenalawgroup.com/what-is-a-conditional-inheritance-in-ca...
03/17/2021
What Is a Conditional Inheritance in California? | Pasadena CA

What Is a Conditional Inheritance in California?

https://www.pasadenalawgroup.com/what-is-a-conditional-inheritance-in-california/

One of the best things about creating a comprehensive estate plan is that you get to decide what it looks like and what is passed on to beneficiaries. You can also use more advanced estate planning techniques like trusts to exert more control over the conditions in which your loved ones can inherit....

Downsizing into a Smaller Home? Now Is the Right Time to Think About Your Estate Planhttps://www.pasadenalawgroup.com/do...
03/16/2021
Downsizing into a Smaller Home? Now Is the Right Time to Think About Your Estate Plan | Pasadena CA

Downsizing into a Smaller Home? Now Is the Right Time to Think About Your Estate Plan

https://www.pasadenalawgroup.com/downsizing-into-a-smaller-home-now-is-the-right-time-to-think-about-your-estate-plan/

Are you and your spouse in a place to think about moving into a home with smaller square footage? You’re not alone- this is a common question for many people who are looking at what’s the best fit for their upcoming lifestyle needs. There are many different milestones in your life that might pro...

Have You Updated Your Estate Plan in the Past Year?https://www.pasadenalawgroup.com/have-you-updated-your-estate-plan-in...
03/10/2021
Have You Updated Your Estate Plan in the Past Year? | Pasadena CA

Have You Updated Your Estate Plan in the Past Year?

https://www.pasadenalawgroup.com/have-you-updated-your-estate-plan-in-the-past-year/

The pandemic prompted more people than ever to think about whether or not their legal and financial affairs were in a place such that another party could take over if you were to become incapacitated or pass away. Many people are now interested in thinking pragmatically about how their life would be...

Are You Falling for This Myth About Your Workplace Life Insurance Policy?https://www.pasadenalawgroup.com/are-you-fallin...
03/04/2021
Are You Falling for This Myth About Your Workplace Life Insurance Policy? | Pasadena CA

Are You Falling for This Myth About Your Workplace Life Insurance Policy?

https://www.pasadenalawgroup.com/are-you-falling-for-this-myth-about-your-workplace-life-insurance-policy/

A life insurance policy is an important component of your overall financial plan, but it also represents a key aspect of your estate planning. Because of the fact that funds tied up in your life insurance policy can be transferred relatively easy to your beneficiaries after you pass away and on a ta...

Leaving Behind an Unequal Inheritance? Here’s What to Knowhttps://www.pasadenalawgroup.com/leaving-behind-an-unequal-inh...
03/04/2021
Leaving Behind an Unequal Inheritance? Here’s What to Know | Pasadena CA

Leaving Behind an Unequal Inheritance? Here’s What to Know

https://www.pasadenalawgroup.com/leaving-behind-an-unequal-inheritance-heres-what-to-know/

It might be simpler for the vast majority of older parents to leave the exact same inheritance or asset value to each adult child. However, equality is not always the best fit. Many more people are confronting this question in light of the pandemic. You may be concerned about protecting a child who....

Five Things to Consider When Creating Your Estate Planhttps://www.pasadenalawgroup.com/five-things-to-consider-when-crea...
02/25/2021
Five Things to Consider When Creating Your Estate Plan | Pasadena CA

Five Things to Consider When Creating Your Estate Plan

https://www.pasadenalawgroup.com/five-things-to-consider-when-creating-your-estate-plan/

For the vast majority of people, estate planning does not need to be complex but the prospect of it makes it all too easy to put it off and avoid taking care of this important prospect altogether. Remember that an estate plan is not a one and done activity. It’s a set of strategies and... Read Mor...

Three Options for Gifting Assets to a Charityhttps://www.pasadenalawgroup.com/three-options-for-gifting-assets-to-a-char...
02/24/2021
Three Options for Gifting Assets to a Charity | Pasadena CA

Three Options for Gifting Assets to a Charity

https://www.pasadenalawgroup.com/three-options-for-gifting-assets-to-a-charity/

Passing on assets to a charity has many different components and reasons behind it but the underlying goal is the same: to be able to support a charitable cause or organization that you care about. There are many different estate planning tools that can be used to accomplish this and in this blog we...

Can a 529 Plan Be Used as An Estate Planning Tool?https://www.pasadenalawgroup.com/can-a-529-plan-be-used-as-an-estate-p...
02/24/2021
Can a 529 Plan Be Used as An Estate Planning Tool? | Pasadena CA

Can a 529 Plan Be Used as An Estate Planning Tool?

https://www.pasadenalawgroup.com/can-a-529-plan-be-used-as-an-estate-planning-tool/

It’s top of mind for any parent with a child in high school: finding a way to pay for college. But you can actually be much more proactive in planning ahead for your child’s college education using tools like a 529 plan. In addition to other strategies with your estate plan, you can help pass......

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155 North Lake Avenue, Suite 800
Pasadena, CA
91101

Telephone

(626) 696-3145

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Practice Areas:

* Asset Protection
* Estate Planning
* Business Planning
* Planning For Physicians
* Elder Law/Medi-Cal Planning
* California Probate
* Legal Counsel For Trustees

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