Introducing Our New Asset Protection Plan

At The Dahl Law Group, we’ve spent years helping you create robust estate plans to secure your legacy and ensure your wishes are honored. However, as we continue to reflect on how to best protect the wealth and assets you've worked so hard to accumulate, we realized there’s more we can do. That's why we are excited to introduce our new Asset Protection Plan. Who Can Benefit from Our Asset Protection Plan? Before Read More

How to Take Advantage of a Charitable Deduction in Your Revocable Living Trust

Charitable giving is an honorable undertaking that many Californians commit to in their lifetimes. Providing necessary funding for critical causes in our communities and around the world allows for the betterment of the world we live in, which is precisely why there are tax benefits to such a commitment. Structuring your charitable contributions in a way that allows you to take advantage of available charitable tax Read More

Supreme Court’s Chevron Decision Could Result in Increased Litigation and Regulatory Uncertainty

In a landmark decision, the Supreme Court of the United States has overruled the longstanding Chevron doctrine. This is a monumental decision with far-reaching implications that has captured the attention of American businesses, politicians, government officials, and the public. There are a number of nuanced impacts, but one of the most notable impacts is the immediate questions raised about regulatory compliance and Read More

What is the Uniform Voidable Transactions Act?

Asset protection strategies require keen attention to detail and an understanding of the complex laws that govern these strategies. One critical strategy employed by savvy business owners and individuals is transferring assets into trusts, LLCs, or to other people and entities in order to avoid certain liabilities against them. However, these transfers must be legitimate and structured properly to avoid penalties Read More

2024 Northern California Super Lawyers Rising Stars®

Dahl Law Group congratulates Tyler Q. Dahl on being named to the 2024 Northern California Super Lawyers Rising Stars® list! Attorneys are recognized for proficiency and achievements in their respective practice areas. The Rising Stars list implements a rigorous selection process in which only 2.5% of lawyers in the region are recognized. The annual Rising Stars selection is made using a patented multiphase process Read More

What is a Domestic Asset Protection Trust, and In What States Can You Set Them Up?

At Dahl Law Group, our experienced team of attorneys works closely with Northern and Southern California business owners and their families to ensure they're empowered to make sound financial decisions. A key element of this is proper estate and succession planning. Exploring all available options to avoid unnecessary tax liabilities while protecting your legacy and all that you've worked for is crucial for Read More

Are Retirement Accounts Protected From Lawsuits?

If you’re facing an expensive lawsuit without a fund set aside to account for creditor costs, it’s natural to wonder where the money will come from. You’ve worked hard to build up assets and save for retirement, but will those retirement accounts be exposed to creditors should other assets and funds not cover it? Certain assets are able to easily be liquidated to cover these events, but does it even make sense to Read More

What is a Series LLC, and Does California Recognize Them?

When structuring your businesses, making sound, tax-efficient decisions about where and how you structure entities is critical. Choosing the right entity type and forming it in the appropriate state allows California business owners and entrepreneurs to maximize the benefits from their hard-earned money and legacy. A Series LLC is one of many business structures that offers certain unique advantages for asset Read More

When You May Need to Designate Your Trust as the Beneficiary of a Retirement Account

On the blog last month, we broke down why it’s important to be careful designating a trust as the beneficiary of a retirement account. There are numerous financial factors at play that make such a move unfeasible in most circumstances. But, as with most things, there are exceptions to be aware of. At Dahl Law Group, we take great care in equipping our clients in Northern and Southern California with the best possible Read More

Business Owners Face a “Now or Never” Moment on Expanded Estate Tax Exemption

There is a major opportunity for savvy business owners and high-net-worth individuals in California right now. As we’ve noted before, the current estate and gift tax exemption is at a historic high, a product of Trump-era tax reforms. At present, individuals are able to gift up to $13.61 million in their lifetime while married couples have a lifetime limit of $27.22 million. This establishes the upper limit that the Read More