Law Office of Michael R. Weinstein, APC

Law Office of Michael R. Weinstein, APC Proficient Santa Ana Attorney Guides Clients in Estate Matters
Serving Santa Ana Since 2000

New IRS Ruling: Can’t Modify A Trust To Add A Tax Reimbursement Clause
06/28/2024

New IRS Ruling: Can’t Modify A Trust To Add A Tax Reimbursement Clause

A new IRS ruling, CCA 202352018, holds that if you modify a trust to add a tax reimbursement clause the beneficiaries will be deemed to have made a gift.

Smartphones, Email, Other Digital Assets And Your Estate Plan
06/27/2024

Smartphones, Email, Other Digital Assets And Your Estate Plan

Details about smart phones, online accounts and more need to be part of your estate plan to avoid big problems for your loved ones.

What Are the 401(k) Beneficiary Rules?
06/25/2024

What Are the 401(k) Beneficiary Rules?

You can designate a wide range of heirs to inherit your 401(k). In this guide, we’ll explain the rules you need to know.

A patchwork of state AI laws is creating 'a mess' for US businesses
06/24/2024

A patchwork of state AI laws is creating 'a mess' for US businesses

The laws governing artificial intelligence are increasingly different depending on where you are in the US, a mounting source of confusion for businesses racing to capitalize on the rise of AI.

5 Things to Consider Before Becoming an Estate Executor
06/20/2024

5 Things to Consider Before Becoming an Estate Executor

Taking on the role of estate executor may be more work than you anticipate. There are several things to consider before you agree and you have some options.

What Happens if You Die Without a Will?
06/18/2024

What Happens if You Die Without a Will?

An elder law attorney explains the importance of a last will and testament, beneficiary designations and other critical estate planning issues.

How to register a business
06/17/2024

How to register a business

While it may sound daunting, registering your business entity is simpler than you may think. Read on to learn how to register a business with state and local agencies.

What Happens If a Spouse Dies?
06/13/2024

What Happens If a Spouse Dies?

Estate planning determines who inherits an IRA, 401(k), or other retirement accounts.

How To Make A Living Will in 2024: Your Complete Guide
06/11/2024

How To Make A Living Will in 2024: Your Complete Guide

A living will is a legal document that you create in order to make your wishes on medical care known. It's also called an advance directive and it is a very important document because it can ensure your wishes are respected in case you become incapacitated and questions arise about what kinds of

FTC bans most noncompete agreements between employers and workers
06/10/2024

FTC bans most noncompete agreements between employers and workers

The Federal Trade Commission has voted to ban employment agreements that typically prevent workers from leaving their companies for competitors, or starting competing businesses of their own.

The Executor Checklist: 7 Tasks Before They Die
06/06/2024

The Executor Checklist: 7 Tasks Before They Die

You'll both have greater peace of mind if you get together and plan for the responsibilities you'll face when the time comes.

Estate Planning For Singles
06/04/2024

Estate Planning For Singles

Estate planning for singles: make a will, draft a durable power-of-attorney, name an attorney-in-fact, and a health care proxy. Here's how.

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1851 E. 1st Street, Suite 850
Santa Ana, CA
92705

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Tuesday 8:30am - 4pm
Wednesday 8:30am - 4pm
Thursday 8:30am - 4pm
Friday 8:30am - 4pm

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+17142002972

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Skilled law firm also represents California businesses in formation matters, disputes and other areas

Since 2007, the Law Office of Michael R. Weinstein, APC in Santa Ana has assisted clients with the full range of estate planning concerns. As a California attorney for 20 years, I have helped many people in the community protect themselves and their beneficiaries through legally enforceable wills, trusts and other instruments. While much of my practice is focused in the area of estate planning, I also handle business formation including LLC’s, Subchapter S Corporations and C Corporations.