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Libby Jakes
Senior Marketing Coordinator
Tel: 619-525-3801
Fax: 619-744-5494
libby.jakes@procopio.com

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Action Sports and Apparel
10.01.2009
Better Business Tips: Employment 101 > Employers Beware: Interns Do Not Equal Free Labor [PDF]
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Appellate
10.02.2006
Winning in Mediation [PDF]
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Construction
11.01.2011
Deeper Inquiry may be Required to Determine Whether Project is Subject to Prevailing Wages [PDF]
11.01.2011
Special Fee Shifting Statute Under the California False Claims Act [PDF]
07.01.2011
Not Knowing Your Name May Get You Disciplined [PDF]
07.01.2011
Offsite Manufacturer not Required to Pay Prevailing Wage even Though its Onsite Subcontracting Work was Subject to Prevailing Wage [PDF]
07.01.2011
There Better be a Good Reason for Withholding that Money [PDF]
12.21.2010
How the False Claims Acts May Impact Your Construction Project [PDF]
09.15.2010
Terms of Agreement Can Waive a Subcontractor's Statutory Right to Prompt Payment [PDF]
09.15.2010
Procopio ESI Processing Center [PDF]
09.15.2010
Public Entities May be Held Liable for Failing to Disclose Material Information to Bidders Even without Fraudulent Intent [PDF]
08.01.2010
Before Clicking the Send Button [PDF]
06.30.2010
Changes in California's Mechanic's Lien Laws [PDF]
03.15.2010
When it Comes to Worksite Safety, You May Just Be Your Brother’s Keeper [PDF]
03.01.2010
Electronic Documents - Handle With Care [PDF]
07.21.2009
General Contractors Beware - Your subcontractors’ employees might be yours! [PDF]
07.01.2008
Solid Contracts: Negotiating construction contracts to limit or avoid financial loss or liability [PDF]
06.01.2007
Don't get burned on the boilerplate: How preconceptions can leave tenants vulnerable [PDF]
04.01.2007
Mezzanine Loans to Developers and Owners of Real Estate Projects: 10 Ways to Improve the Quality of the Equity Pledge [PDF]
03.01.2007
The Benefits of Equipment Leasing [PDF]
09.21.2006
California Land Reuse And Revitalization Act of 2004 Limits Liability For Purchasers Of Impacted Properties [PDF]
03.15.2005
Legislature Enhances Density Bonus and Other Incentives or Concessions for Developers Providing Lower-Income Housing [PDF]
01.15.2004
Negotiate or Litigate: Landlord's Dilemma When Faced With a Defaulting Tenant [PDF]
11.01.2001
Comparative Analysis of U.S. vs. Mexican Commercial Real Estate Transactions [PDF]
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Corporate and Securities


03.28.2012
Structuring and Negotiating a Convertible Note Offering [PDF]
02.14.2012
Why Your Business Will Need to Comply with California's Transparency in Supply Chains Act [PDF]
01.03.2011
Preparing for an Exit - What to Consider When Selling Your Business [PDF]
04.21.2010
Beware of Internet Matchmaking Networks in Raising Capital [PDF]
02.24.2010
The Dangers of Raising Capital Through Social Media [PDF]
07.22.2009
Key Considerations When Selling Your Privately-Held Company [PDF]
06.01.2009
The Risks of Using "Finders" to Raise Capital [PDF]
03.30.2009
FINRA Proposes a Limited Registration Category for Investment Banking Professionals [PDF]
01.23.2009
The ABCs of Investment Adviser Regulation [PDF]
10.02.2008
Investment Advisers Get No-Action Relief Supporting Payment of Finder's Fees in Connection with Investment Pools [PDF]
07.31.2008
SEC Grants No-Action Relief For Reporting Transactions on Forms 4 and 5 [PDF]
07.28.2008
Clogging the PIPEs: The SEC Cracks Down on "Death Spiral" Convertibles [PDF]
07.28.2008
How Management Suffers in Down-Round Financings [PDF]
07.28.2008
Negotiating the Buyer's Right to Terminate an Acquisition Agreement Post-Cerberus [PDF]
03.01.2008
Better Board Effectiveness [PDF]
11.01.2007
Weighing exit strategies: Both initial public offerings and acquisitions have their advantages [PDF]
01.01.2007
Maximizing Business Value: Planning Ahead For Future Liquidity Events [PDF]
09.01.2006
Internal Control Audits: How Small Public Companies Should Respond To SOX [PDF]
05.12.2005
Board of Advisors: Key Tool For Successful Companies [PDF]
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Emerging Growth and Technology
06.25.2005
Competition and Royalty Issues in Technology Licensing [PDF]
06.25.2005
The New Federal Spam Law: You're Likely Not In Compliance [PDF]
09.01.2003
Biotechnology Leasing: Special Issues in Leasing Laboratory Space [PDF]
06.19.2000
Silicon Valley South: The Explosion of Intellectual Property Practices in San Diego [PDF]
08.30.1996
Contractual Uncertainty in Multimedia Products [PDF]
08.30.1996
New California Law Regarding Online Transactions [PDF]
03.12.1996
Advertising Rules on the Web [PDF]
03.12.1996
Who Owns The Web Site -- The Developer Or The Owner? [PDF]
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Environmental and Land Use


02.23.2012
Draft Guidelines to Streamline CEQA Review of Infill Projects: Is the Bar Too High? [PDF]
04.12.2010
New General Permit for Stormwater Discharges from Construction Sites and Recent Case Law Involve Industrial Sites Impose Effluent Limits on Stormwater Discharges [PDF]
04.17.2009
Corporate Risk from the Changing Climate [PDF]
04.09.2009
The New EPA Administration Moves Toward National Greenhouse Gas Emissions Reporting System [PDF]
09.29.2008
Climate Change: The Early Days [PDF]
08.01.2008
Global Impact - Anticipating California’s global warming legislation [PDF]
07.01.2008
Climate change regulations affect business owners [PDF]
06.06.2008
Climate Change: Treaties, Legislation, Due Diligence and Litigation Update [PDF]
06.01.2008
Go Green - Reaping the Benefits of Green Workplace Practices [PDF]
04.01.2007
Storm Warning: Requirement For Stormwater Permits May Affect All Businesses [PDF]
09.21.2006
California Land Reuse And Revitalization Act of 2004 Limits Liability For Purchasers Of Impacted Properties [PDF]
09.21.2006
EPA's Proposed "All Appropriate Inquiry" Rule [PDF]
04.01.2006
Environmental Hazards and Jurisdiction on Tribal Lands [PDF]
06.27.2005
California's Ban on Point and Non-Point Discharges of into Areas of Special Biological Significance [PDF]
06.27.2005
California's Ocean Plan Ban on Waste Discharges into Areas of Special Biological Significance (ASBS) [PDF]
06.27.2005
Presentation: The Role of Economic Considerations in Stormwater Permits [PDF]
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Finance, Restructuring and Bankruptcy
03.23.2009
Good News for Real Estate Investors? [PDF]
03.03.2009
Good News for Real Estate Investors? U.S. Treasury Begins Releasing Details of Financial Stability Plan [PDF]
12.01.2008
Don't Blame This Mess on Title 11 [PDF]
12.01.2007
Bankruptcy-Related Litigation: Protecting Secured and Unsecured Creditors From Financial Loss [PDF]
03.01.2007
The Benefits of Equipment Leasing [PDF]
06.23.2005
California Finance Lenders Law - Which Financing Transactions Trigger the Licensing Requirements? [PDF]
12.01.2004
California Legislature Passes Law Exempting Commercial Bridge Loans Made by Venture Capital Companies to Operating Companies from California Finance Lenders Law [PDF]
10.10.2002
Revised Article 9 of the Uniform Commercial Code - An Update and Look Ahead [PDF]
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Franchising


08.01.2007
Good News For Franchisors [PDF]
02.01.2007
Strategic Licensing Of Intellectual Property: How Licensing Can Be A Competitive Advantage In Your Business [PDF]
06.27.2005
Licensing: The Least You Need To Know [PDF]
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Government and Public Affairs
03.06.2012
County of San Diego to Reduce Public Transportation Fees [PDF]
01.01.2010
The Ralph M. Brown Act and Related Statutes [PDF]
01.01.2009
Compilation of Selected Laws and Regulations Applicable to Charter Schools [PDF]
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Health Care
09.01.2007
Taking Control: Managing Health Care Costs through System Knowledge and Support [PDF]
07.25.2005
Wireless Health Combines San Diego Tech Firms [PDF]
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Intellectual Property
07.08.2009
When Staying Connected Online Crosses the Line [PDF]
04.07.2009
The Increasing Value of Trademarks on the Internet [PDF]
03.17.2009
Don't Be a Victim of Brand Identity Theft on the Web [PDF]
02.02.2009
Copyright Law: The least you need to know [PDF]
01.20.2009
Patent Marking and the SaaS Business Model [PDF]
04.01.2008
Protect Your Brands [PDF]
04.01.2008
Protect Your Business' Brand and Products, Avoid Knockoffs [PDF]
12.01.2007
Protection of Intangible Assets [PDF]
10.01.2007
Business Method Patents: Protecting Your Firm's Inventions [PDF]
02.01.2007
Strategic Licensing Of Intellectual Property: How Licensing Can Be A Competitive Advantage In Your Business [PDF]
10.01.2006
Patent Trolls: Beware Of Licensing And Patent Complications [PDF]
08.01.2005
How to Comply with the Spam Law [PDF]
07.25.2005
Wireless Health Combines San Diego Tech Firms [PDF]
06.27.2005
Licensing: The Least You Need To Know [PDF]
06.27.2005
Trade Secret Protection - A Primer [PDF]
06.25.2005
Competition and Royalty Issues in Technology Licensing [PDF]
01.01.2001
'I Need an NDA, Any NDA, Quick!' -- WRONG! [PDF]
06.19.2000
Silicon Valley South: The Explosion of Intellectual Property Practices in San Diego [PDF]
04.03.2000
Patenting of "Business Method" [PDF]
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International Law
09.20.2010
Proposed Guidance on FBARs & Foreign Persons [PDF]
04.21.2010
What Happens in Mexico is Taxed in the US [PDF]
01.22.2010
International Planning for Foreign Nationals [PDF]
09.01.2009
Inversiones en Deuda Privada en los EU [PDF]
09.01.2009
Inversiones Inmobiliarias en los EU [PDF]
06.02.2008
Mexico's New Tax on Cash Deposits and its Creditability Under IRC Section 901 [PDF]
02.06.2008
Coming to America: The "Throwback Tax's" Ugly Head - The Non-Resident Alien Cum Resident as Beneficiary of Accumulated Income [PDF]
01.01.2008
Doing Business in Mexico [PDF]
11.02.2007
Surprise! You have a Foreign Trust [PDF]
10.11.2007
Forms Of Doing Business In Mexico Compared To The U.S. [PDF]
10.01.2007
So, You Want to Advertise and Sell Your Mexican Residential Real Estate Project in the United States - Now What? [PDF]
06.15.2007
I grandi miti fiscali sugli investimenti di stranieri in immobili statunitensi [PDF]
12.01.2006
Foreign Taxes: How International Joint Ventures Can Open The Door For Tax Violations [PDF]
08.15.2006
What Happens In Mexico . . . Has To Be Reported To The IRS! Mexican Residential Trusts and the Reporting Requirements Under IRC Section 6048 [PDF]
04.18.2006
Mexican Residential Trusts and the Reporting Requirements of Section 6048 [PDF]
12.01.2005
The Great Myth in Pre-Immigration Tax Planning - Why Section 679(a)(4) Does not Apply to Subtitle B (U.S. Estate, Gift and Generation Skipping Transfer Taxes) [PDF]
07.01.2005
Foreign Persons with Certain Visas and their California Employers Beware: Non-Conformity of Federal and California Employment Tax Rules [PDF]
06.29.2005
The 10 Most Relevant 2007 Mexican Tax Reforms [PDF]
06.28.2005
How Do You Say "FIRPTA" In Spanish? A Comparative International Tax Analysis For Foreign Investors Of U.S. & Mexican Real Estate [PDF]
06.05.2005
Investing in Mexican Real Estate - FAQs [PDF]
04.25.2005
Oops - The Accidental Inversion: The Scope of Section 7874 - To Certain In-Bound International Transactions Not Intended by Congress to be a "Corporate Inversion" [PDF]
05.27.2004
U.S. International Tax and Legal Implications of Maquiladora Operations [PDF]
04.01.2004
Why Regulation 301.7701(b)-1(b) and the Definition of "Lawful Permanent Resident" Must Address Non-U.S. Citizens Who Have Left and Permanently Reside Outside the United States [PDF]
09.09.2003
What to do when your client didn't "Check the Box"? [PDF]
08.26.2003
The High Risks of Commercial Transactions in Mexico [PDF]
10.09.2002
Summary of Mexican Visas for Business Purposes [PDF]
03.01.2002
Legal and Practical Issues Involved with Maquiladora Financing [PDF]
12.21.2000
Summary of the U.S. Foreign Corrupt Practices Act [PDF]
02.04.1999
Basic Issues for Foreign Corporations Doing Business in California [PDF]
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Labor and Employment
04.16.2012
The California Supreme Court Gives Employers Some Long-Awaited Guidance on Meal and Rest Periods in Brinker - Welcome to the "Duty to Relieve" [PDF]
12.07.2011
New Changes in the Law Affecting Employers: January 1, 2012 [PDF]
10.06.2011
National Labor Relations Board to Require Posting of Notice of Employee Rights [PDF]
08.24.2011
Are Your Employment Agreements Up To Date? [PDF]
03.28.2011
Court of Appeal Takes Expansive Approach In Applying California’s Prevailing Wage Law to Private Development Projects Receiving Bond Financing [PDF]
12.21.2010
Recent Developments in Federal Employment Law Expand Employee Rights [PDF]
07.21.2009
General Contractors Beware - Your subcontractors’ employees might be yours! [PDF]
03.06.2009
New employment laws require immediate action [PDF]
08.29.2008
Megan's Law Loophole Gives Predators an Advantage [PDF]
02.01.2008
Sexual Harassment: Taking Proactive Steps to Deter and Defend Costly Litigation [PDF]
08.01.2007
Attorney-Client Confidentiality: How To Assure The Confidentiality Of Your Company's Legal Records [PDF]
11.01.2006
Gelfo v. Lockheed Martin: How A New Ruling On Disabilities Affects California Businesses [PDF]
07.01.2005
Foreign Persons with Certain Visas and their California Employers Beware: Non-Conformity of Federal and California Employment Tax Rules [PDF]
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Licensing
03.02.2010
A How To on Apparel Licensing [PDF]
12.01.2009
Issues to Consider in Apparel Licensing [PDF]
02.01.2007
Strategic Licensing Of Intellectual Property: How Licensing Can Be A Competitive Advantage In Your Business [PDF]
10.01.2006
Patent Trolls: Beware Of Licensing And Patent Complications [PDF]
06.27.2005
Licensing: The Least You Need To Know [PDF]
06.25.2005
Competition and Royalty Issues in Technology Licensing [PDF]
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Litigation
12.01.2011
Is it Better to Seek Forgiveness Versus Ask for Permission? [PDF]
12.01.2011
Whether to Settle or Go to Trial? - The Client's Decision [PDF]
12.01.2007
Bankruptcy-Related Litigation: Protecting Secured and Unsecured Ceditors From Financial Loss [PDF]
07.01.2007
Managing Litigation Costs: How to Make a Difference on the Bottom Line [PDF]
08.30.1996
The Importance of Agreements For Trial Products and Services [PDF]
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Native American Law


04.01.2006
Environmental Hazards and Jurisdiction on Tribal Lands [PDF]
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Patent Prosecution and Counseling


01.20.2009
Patent Marking and the SaaS Business Model [PDF]
12.01.2007
Protection of Intangible Assets [PDF]
10.01.2007
Business Method Patents: Protecting Your Firm's Inventions [PDF]
10.01.2006
Patent Trolls: Beware Of Licensing And Patent Complications [PDF]
06.27.2005
Patent Protection - A Primer [PDF]
04.03.2000
Patenting of "Business Method" [PDF]
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Public Agencies and Charter Schools
12.07.2011
New Changes in the Law Affecting Public Employers: January 1, 2012 [PDF]
02.01.2011
Putting the Finger on the Parent Trigger Law to Improve Local Schools [PDF]
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Real Estate
03.02.2011
City of San Diego Considers Sweeping New 'Abandoned Property Ordinance' [PDF]
01.01.2011
Changes to the ACORD 25 Certificate of Insurance [PDF]
03.23.2009
Good News for Real Estate Investors? [PDF]
03.03.2009
Good News for Real Estate Investors? U.S. Treasury Begins Releasing Details of Financial Stability Plan [PDF]
10.01.2007
So, You Want to Advertise and Sell Your Mexican Residential Real Estate Project in the United States - Now What? [PDF]
06.01.2007
Don't get burned on the boilerplate: How preconceptions can leave tenants vulnerable [PDF]
05.01.2007
Land Assembly in a Changing Environment of Eminent Domain [PDF]
04.01.2007
Mezzanine Loans to Developers and Owners of Real Estate Projects: 10 Ways to Improve the Quality of the Equity Pledge [PDF]
09.21.2006
California Land Reuse And Revitalization Act of 2004 Limits Liability For Purchasers Of Impacted Properties [PDF]
06.05.2005
Investing in Mexican Real Estate - FAQs [PDF]
03.15.2005
Legislature Enhances Density Bonus and Other Incentives or Concessions for Developers Providing Lower-Income Housing [PDF]
01.15.2004
Negotiate or Litigate: Landlord's Dilemma When Faced With a Defaulting Tenant [PDF]
10.09.2003
U.S. Tax Implications of Foreign Investment in U.S. Real Estate [PDF]
09.01.2003
Biotechnology Leasing: Special Issues in Leasing Laboratory Space [PDF]
11.01.2001
Comparative Analysis of U.S. vs. Mexican Commercial Real Estate Transactions [PDF]
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Sustainability and Climate Change
04.17.2009
Corporate Risk from the Changing Climate [PDF]
04.09.2009
The New EPA Administration Moves Toward National Greenhouse Gas Emissions Reporting System [PDF]
09.29.2008
Climate Change: The Early Days [PDF]
08.01.2008
Global Impact - Anticipating California’s global warming legislation [PDF]
07.01.2008
Climate change regulations affect business owners [PDF]
06.06.2008
Climate Change: Treaties, Legislation, Due Diligence and Litigation Update [PDF]
06.01.2008
Go Green - Reaping the Benefits of Green Workplace Practices [PDF]
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Tax
11.28.2011
Using Profits Interest to Compensate Key Employees [PDF]
11.01.2011
Foreign Bank Account Reports - 2011 Regulations Extend Rules to Many Unaware Persons [PDF]
07.01.2011
IRS Provides more Sensible Offer in its Increased Enforcement of Off-Shore Accounts and Assets of U.S. Taxpayers Residing Overseas [PDF]
05.01.2011
U.S. Tax Treaties and Section 6114: Why a Taxpayer's Failure to "Take" a Treaty Position Does Not Deny Treaty Benefits [PDF]
04.01.2011
The 2011 Offshore Voluntary Disclosure Initiative: How it Works and Who May Benefit [PDF]
02.25.2011
Limited Window of Opportunity to Avoid Tax Penalties (“Get Home Free Ticket”) [PDF]
02.15.2011
IRS Announces Last Chance Offshore Voluntary Disclosure Initiative [PDF]
02.01.2011
Overview of U.S. Interest Income, Exempt from U.S. Income Taxation for the Foreign Investor ("Portfolio Interest") [PDF]
11.24.2010
FATCA of the HIRE Act Crashes Head on into the "Twilight Zone" [PDF]
03.18.2010
Corporate Officers and Directors Beware - Do Not Borrow Employee Payroll Taxes to Pay Business Expenses [PDF]
03.09.2010
Key Changes in Federal Estate and Gift Tax (and California No Contest) Law [PDF]
01.27.2010
Planning for Individual Taxpayers in Anticipation of a Higher Tax Rate Environment [PDF]
11.18.2009
Current Trends, Government Focus and Penalties for Informational Reporting- FBARs, IRS Forms 5471, 8865, 8858, 8806, 8854, 3520, 3520-A, etc [PDF]
09.04.2009
Impuestos Aguafiestas!! [PDF]
09.01.2009
Inversiones en Deuda Privada en los EU [PDF]
09.01.2009
Inversiones Inmobiliarias en los EU [PDF]
03.12.2009
Procopio Tax Alert [PDF]
10.10.2008
Final Section 409A Amendment Deadline is December 31, 2008 [PDF]
06.02.2008
Mexico's New Tax on Cash Deposits and its Creditability Under IRC Section 901 [PDF]
02.06.2008
Coming to America: The "Throwback Tax's" Ugly Head - The Non-Resident Alien Cum Resident as Beneficiary of Accumulated Income [PDF]
11.02.2007
Surprise! You have a Foreign Trust [PDF]
10.31.2007
Tax Relief for Fire Victims [PDF]
12.01.2006
Foreign Taxes: How International Joint Ventures Can Open The Door For Tax Violations [PDF]
08.15.2006
What Happens In Mexico . . . Has To Be Reported To The IRS! Mexican Residential Trusts and the Reporting Requirements Under IRC Section 6048 [PDF]
04.18.2006
Mexican Residential Trusts and the Reporting Requirements of Section 6048 [PDF]
03.03.2006
California LLC Gross Receipts Fee is Unconstitutional [PDF]
12.01.2005
The Great Myth in Pre-Immigration Tax Planning - Why Section 679(a)(4) Does not Apply to Subtitle B (U.S. Estate, Gift and Generation Skipping Transfer Taxes) [PDF]
11.03.2005
International Tax Update: American Jobs Creation Act of 2004 and Other New Developments [PDF]
06.29.2005
The 10 Most Relevant 2007 Mexican Tax Reforms [PDF]
06.28.2005
How Do You Say "FIRPTA" In Spanish? A Comparative International Tax Analysis For Foreign Investors Of U.S. & Mexican Real Estate [PDF]
11.11.2004
The Boogey Man - Informational Reporting of International Transactions and the Hefty Penalty Provisions [PDF]
10.01.2004
Mexico’s New Proposal for International Tax Anti-Deferral Rules [PDF]
05.28.2004
Why Section 2104 Must Address When Partnership Interests Owned by Foreign Investors are (and are not) Subject to United States Estate Tax [PDF]
05.27.2004
U.S. International Tax and Legal Implications of Maquiladora Operations [PDF]
04.01.2004
Why Regulation 301.7701(b)-1(b) and the Definition of "Lawful Permanent Resident" Must Address Non-U.S. Citizens Who Have Left and Permanently Reside Outside the United States [PDF]
10.09.2003
U.S. Tax Implications of Foreign Investment in U.S. Real Estate [PDF]
09.09.2003
What to do when your client didn't "Check the Box"? [PDF]
08.26.2003
IRS Reporting Requirements for Foreign Partnerships [PDF]
08.26.2003
U.S. Estate Planning FAQs [PDF]
07.16.2003
Advanced Solutions For Transferring Wealth When Interest Rates are Low: Grantor-Retained Annuity Trusts and Charitable Lead Annuity Trusts [PDF]
03.05.2003
Explanation of Individual Taxpayer Identification Numbers ("ITINs") and Procopio's ITIN Services for Non-Resident Aliens [PDF]
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Trade Secrets
06.27.2005
Trade Secret Protection - A Primer [PDF]
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Trademarks and Copyrights
03.28.2012
What do Michael Jordan and Jeremy Lin Have in Common? Trademark Filing Tips - First to File and Chinese Equivalents (3/5/12, 3/8/12) [PDF]
03.02.2012
Chinese Authorities Seize Apple iPad [PDF]
02.16.2012
Trademark Filing In China - Little Tips, Big Differences [PDF]
10.17.2011
Protect Your USA Brand and Products, Avoid Knockoffs and Infringements [PDF]
07.01.2010
Counterfeit-Shmounterfeit...I Don't See a Problem Here! [PDF]
07.08.2009
When Staying Connected Online Crosses the Line [PDF]
04.07.2009
The Increasing Value of Trademarks on the Internet [PDF]
03.17.2009
Don't Be a Victim of Brand Identity Theft on the Web [PDF]
02.02.2009
Copyright Law: The least you need to know [PDF]
04.01.2008
Protect Your Brands [PDF]
04.01.2008
Protect Your Business' Brand and Products, Avoid Knockoffs [PDF]
06.27.2005
Copyright Protection - A Primer [PDF]
06.27.2005
Trademark Protection - A Primer [PDF]
06.25.2005
Making a Name - Distinctive and Distinguishable Trademarks [PDF]
08.26.2003
Overview of Trademark Registration Process in Central and South America [PDF]
03.12.1996
Copyright Protection on the Web [PDF]
03.12.1996
Trademark Law and Internet Domain Names [PDF]
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Trusts, Estates, and Probates
01.01.2011
Foreign Individuals and the U.S. Estate Tax (Similar to an Inheritance Tax) [PDF]
12.29.2010
The "2010 Act" and what it Means For Your Estate Planning [PDF]
03.09.2010
Key Changes in Federal Estate and Gift Tax (and California No Contest) Law [PDF]
05.01.2007
Estate Planning For Executives [PDF]
04.18.2006
Mexican Residential Trusts and the Reporting Requirements of Section 6048 [PDF]
08.26.2003
U.S. Estate Planning FAQs [PDF]
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