Published Articles

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2007

• Dennis Sandoval was a contributing author to the new Continuing Education of the Bar treatise “Drafting and Administering Special Needs Trust in California,” to be published in 2007.
  
  
• Dennis Sandoval authored “Look at the Tax Consequences Before You Leap into a Care Contract,” published in January 1, 2007 issue of Spidell’s Elder Client Planner.

2004

• Reports of Its Death Are Greatly Exaggerated: The State Death Tax Lives On
  Steve Hartnett, Associate Director of Education and Dennis Sandoval, Director of Education published this article in the February/March 2004 issue of Journal of Practical Estate Planning magazine. In the article, they discuss the changes in state death taxes resulting from the Economic Growth and Tax Relief Reconciliation Act of 2001. They also explain how this legislation results in the loss of a significant source of state revenue. State response to this result differs widely.

2003

• Academy Education Director, Dennis Sandoval is Published Once Again!
  Dennis Sandoval wrote an article titled "Tax-Efficient Funding of a Lifetime Special Needs Trust," that was recently published in the October 2005 issue of Estate Planning Magazine. As the article explains, numerous strategies are available to taxpayers with potential estate tax liabilities who wish to fund a special needs trust for a disabled beneficiary in a gift and/or estate tax-efficient manner.
  
  
• Code Sec.529 Plans: Estate Planning's Holy Grail?
  Associate Director of Education, Steve Hartnett Published in the September 2003, Journal of Practical Estate Planning magazine.
  
  
• Great Medicaid Without Giving Up the Farm
  Find out how a Medicaid applicant can keep his home and his eligibility in this great article Dennis Sandoval had published in the July 2003, Trust & Estates magazine.
  
  
• A Great Article on Asset Protection written by Academy Education Director, Dennis Sandoval
  There are many drafting techniques that will increase the asset protection available to trust beneficiaries. An estate planner should take advantage of these techniques when preparing a trust for a client who is concerned about creditors. To find out more read Dennis' article "Drafting Trusts for Maximum Protection From Creditors" in the June 2003, Estate Planning Journal.
  
  
• Academy Education Director, Dennis Sandoval is once again published
  Academy Education Director, Dennis Sandoval is once again published. See the "Estate Planning Magazine" December 2002 - January 2003 issue for the article entitled: "Judicial Foreclosures & Constitutional Challenges: What Every Estate Planning Attorney Needs to Know".