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This text has been translated by auto-translation. There may be a slight difference between the original text and the translation. (Original Language: 日本語)
Merritt Law
- 1900 South Norfolk St. Suite 350, San Mateo, CA, 94403 US
- TEL : +1 (650) 867-7017
- https://yukamerrittlaw.com/
Certified Specialist in Estate Planning, Trust&Probate Law by The State Bar of California
- Useful info / Professional
- 2024/11/22 (Fri)
This text has been translated by auto-translation. There may be a slight difference between the original text and the translation. (Original Language: 日本語)
Inheritance through a Living Trust
This text has been translated by auto-translation. There may be a slight difference between the original text and the translation. (Original Language: 日本語)
Have you heard of living trusts ( living trusts )?
In the United States, living trusts are frequently used in estates, the most typical being the Revocable Living Trust ( Revocable Living Trust ). Establishing a Revocable Living Trust and making your estate a trust estate generally has the following advantages
( 1 ) During your lifetime, you are free to own ・ and manage your property as you always have.
( 2 ) You can appoint a person whom you trust as Successor Trustee ( Successor Trustee ) in advance, so that if you become unable to manage your property due to illness or old age, you can leave the property to that person.
( 3 ) Upon death, the trust estate is not subject to probate ( court-supervised probate ) and can be distributed to the beneficiaries by the successor trustee or arranged to continue to be administered for the beneficiaries.
Estate planning with a living trust is the most adaptable plan because it can be prepared for a variety of situations.
Merritt Law Firm can assist you with estate planning and estate planning by creating a living trust that is carefully tailored to your unique situation. Please feel free to contact us for more information.
- Useful info / Professional
- 2024/11/19 (Tue)
This text has been translated by auto-translation. There may be a slight difference between the original text and the translation. (Original Language: 日本語)
Inheritance through a Living Trust
This text has been translated by auto-translation. There may be a slight difference between the original text and the translation. (Original Language: 日本語)
Have you heard of living trusts ( living trusts )?
In the United States, living trusts are frequently used in estates, the most typical being the Revocable Living Trust ( Revocable Living Trust ). Establishing a Revocable Living Trust and making your estate a trust estate generally has the following advantages
( 1 ) During your lifetime, you are free to own ・ and manage your property as you always have.
( 2 ) You can appoint a person whom you trust as Successor Trustee ( Successor Trustee ) in advance, so that if you become unable to manage your property due to illness or old age, you can leave the property to that person.
( 3 ) Upon death, the trust estate is not subject to probate ( court-supervised probate ) and can be distributed to the beneficiaries by the successor trustee or arranged to continue to be administered for the beneficiaries.
Estate planning with a living trust is the most adaptable plan because it can be prepared for a variety of situations.
Merritt Law Firm can assist you with estate planning and estate planning by creating a living trust that is carefully tailored to your unique situation. Please feel free to contact us for more information.
- Wanted / Professional
- 2024/11/18 (Mon)
This text has been translated by auto-translation. There may be a slight difference between the original text and the translation. (Original Language: 日本語)
Announcement of the 16th Webinar in the "Retirement Home in the U.S. ︖ or Japan ︖" Webinar Series
This text has been translated by auto-translation. There may be a slight difference between the original text and the translation. (Original Language: 日本語)
How are you all doing today, as the mornings and evenings are getting colder and you realize that we are definitely heading into winter?
December 7th (Sat.) 3:00PM PST Part 1
December 8th (Sun.) 2:00PM PST Part 2
This webinar will provide those who have finally decided to return to Japan, as last year, with the information they need to prepare and prepare. This year's webinar, as last year, will cover the necessary information for those who have finally decided to return to Japan. The webinar will be divided into 5 time frames: "more than 6 months before returning home", "within 6 months before returning home", "immediately after returning home", "within 1 year after returning home", and "after 1 year after returning home".
Examples of topics to be covered in this webinar are as follows.
• Home Sale or Rental Preparation and Process
• Exit Tax Preparation
• Japan Status Application Process ( Returning to Japan as a US Citizen )
• US Financial Asset Account Maintenance Process and Portfolio Review
• Japanese tax-saving measures to be taken while residing in the U.S.
• Management of entrusted U.S. assets to be left behind, inheritance measures
• Confirmation of remittance method to Japan
• Procedures immediately after entering Japan
• Permanent residence
• Filing your last U.S. federal tax return after abandonment
This webinar will be a round-table discussion where each expert will explain and comment on the above topics. In addition, based on the reflection of the past webinars, such as the volume of information and the fact that we are not able to answer questions efficiently and adequately after the webinar, we have divided the webinar into two parts, with the first part consisting of our commentary and the second part consisting of the second day's webinar. The first part will be our explanation and the second part will be a Q&A session based on the previous day's content. Please register as soon as possible.
Introductions ( Alphabetical Order )
Takami Hamadani, Realtor, DRE# 01383562 Compass, CA
Yuka Ohashi, Merritt, CA Attorney, Inheritance, Estate ・ Planning Specialist
Yuka Ohashi, Attorney, DRE# 01383562 Compass, CA Programming Specialists
LifeMates Labor and Social Security
Noboru Muto, CPA, CDH Accounting
Takuya Takatori, International Tax Specialist ・ Certified Public Accountant
Professor Takatori, CPA
Professor Takatori, CPA
December 7th (Sat) 3:00PM (PST) Part 1
December 8th (Sun) (Dec. 7) 2:00PM PST for Part 2
( All times Pacific Standard Time-PST )
Webinar Registration
If you wish to attend both Parts 1 and 2, please register for both sessions using the registration links below. If you wish to attend both the first and second sessions, please register at both of the following links. If you are attending only one day, please register only the day you are attending.
Note:
• Webinar recording is not available.
• No questions will be accepted in advance this time. Please ask questions during the first part of the webinar. Therefore, if you participate only in the second part of the webinar, you will not be able to submit questions.
• If you attend the first session and do not attend the second session, you will receive a summary of the Q&A session at a later date if you wish. If you do not attend both sessions, no materials will be provided.
• If you have any questions about the webinar, please contact Mr. Yamamoto at the secretariat.
Email: mark@retireinjapan.net
"Retirement in the U.S. or Japan" Part 1 of 16
https://us02web.zoom.us/webinar/ register/WN_ulUCr4c5SsC8YH0pg7nfTA#/registration
"Retirement in America︖ or Japan" Vol. 16 Part 2
https://us02web.zoom.us/ webinar/register/WN_p8OSNT27RvC22o_snEMZeg#/registration