A Domestic Asset Protection Trust (DAPT) is a useful tool for California real estate investors who want to shield their assets, but it’s important to note that the state of California does not recognize DAPTs. This raises the question: How can you utilize a DAPT to protect your California real estate portfolio? The answer lies in leveraging the laws of states that do permit DAPTs, allowing you to create a structure Read More

When Jason and Sarah Thompson* started their small business a decade ago, they never imagined it would grow to generate $1.8 million in revenue annually. Along with their thriving company, they had wisely invested in three rental properties across California and had settled into their dream home with their sons, Alex, 19, and Ryan, 17. Life was good, but Jason and Sarah couldn't shake the feeling that their success Read More

Establishing a Business Continuity Plan (BCP) is essential for any business owner who plans to ensure the longevity of their enterprise. A BCP is a proactive strategy that prepares your business and its employees to quickly address and move past potential risks that could otherwise disrupt operations. In California, where the business landscape is dynamic and often full of its own challenges, having a thorough Read More

F Reorganizations are increasing in popularity in the mergers and acquisitions market. If you’ve participated in the sale or acquisition of an S-corporation recently, then you’ve likely encountered this growing concept. Understanding what an F Reorganization is and how it benefits your corporation is critical as you look to get the most value from your M&A transaction while keeping tax liabilities low. What is F Read More

Previously, we discussed what a Domestic Asset Protection Trust (DAPT) is, what its limitations are and if DAPTs are not recognized in California. Diving deeper, it’s important to understand why the State does not recognize DAPTs in California estate plans — and which states do. Why Doesn’t California Recognize Domestic Asset Protection Trusts? A DAPT is a type of irrevocable trust that is established with the Read More

What good is an opinion when we’re talking about taxes that revolve around hard numbers and facts? Devising a proper tax strategy is a critical element of any California business, but the layers of business tax filings are one of the biggest headaches for business owners. You need to get your tax filings right. So, how does a tax opinion help? What is a Tax Opinion? A tax opinion is an analysis of a financial Read More

Buying or acquiring businesses in California is an opportunity to expand your business footprint and create generational wealth for your family. Of course, acquiring a business also comes with additional costs and potential liabilities. Some of these can be avoided with the proper approach and legal team on your side. Acquiring individuals and entities must be aware of successor liability. When you purchase a Read More

After listening to your feedback and refining our process, we are thrilled to announce the return of our Flat Fee Billing Model at the Dahl Law Group, now improved for an even better client experience! We are excited to reintroduce this service, ensuring you receive the highest quality legal work with the utmost transparency and value. Why We're Bringing It Back Our Flat Fee Billing Model was initially introduced to Read More

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