Philip M Hawes
Attorney & Counselor


Appendix of Resources and Links . . . .

Many articles, resources and links are referenced on the pages of this web site. This is an index of these internal resources together with links to information and resources outside of this site that you may find helpful. This is a living page: I will regularly new materials to deepen your knowledge in the areas of law that I practice and noteworthy current topics..

All titles listed below are linked to pdf documents or web sites (url) addresses. Simply click on the title to activate the link. Please let me know if you find any broken or missing links. Thank you.


Introduction:
The Initial Consultation
One Lawyer, One Client

Estate Planning:
Wills v. Trusts
Living Trusts Q & A
Outline of a Simple Trust
Funding Your Trust
Trust Funding Thoughts
Estate Planning Checklist
California TOD Deeds
The Role of Capital Gains Tax in Estate Planning - Look back at A-B Trusts

Asset Protection:
Business Entities Comparison
LLCs for Commercial Real Estate
LLC Formation
Cal. Form LLC-1

Probate:
Essential Probate Workflow
Probate Checklist



Estate Administration:
Overview of Estate Administration
Things Trustees Must Know
A Trustee Guide
Managing Someone Else’s Money, by CFPB
Compensation for Trustees and Executors
Understanding and Using Powers of Attorney

Elder Law:
Death With Dignity (Right to Die)
Helping People Living Alone with Dementia and No Resources

Incapacity Planning:
Advance Health Care Directives
Conservatorship Basics
Capacity Issues of Lawyers (ABA)
New Medi-Cal Recovery Rules (2017)

Special Needs Planning:
CalABLE Accounts
Compare ABLE with Special Needs Trusts (2018 NAELA)

Tax Resources:
The Affordable Care Act (2015) and Taxes
IRC §199A – (New) Deduction for pass-through business income (2017 Tax Act)

Internal Revenue Service
IRS forms and publications (current and prior years)
Exemptions, standard deductions, tax rates
Extensions to file and/or pay

Franchise Tax Board
FTB forms and publications (current and prior years)
Exemptions, standard deduction, tax rates
Extensions: extension to file is automatic to October 15th, but you should file FTB 3519 with payment of what you think you owe to avoid/minimize interest and penalties on late payments

Also, look into e-filing your returns to get your refund sooner. E-file is an IRS provider with an easy to follow website.

Locate a recognized tax return preparer in your area.

Nonprofit Organizations: