For the first time in twelve years, federal employees have a chance to add or increase their group life insurance with no medical exam or health questions asked, but only during the month of September. FEGLI-eligible employees may also elect additional coverage on the...
Serving The Bay Area And All Of California For More Than A Decade
Month: September 2019
Markowski-Leach Scholarship for Bay Area LGBTQ Leaders
JKZ LLP is proud to support the Markowski-Leach Scholarship for Bay Area LGBTQ Leaders. The scholarships are awarded to applicants whose leadership potential is evident regardless of their chosen field of study or financial need. “The Markowski-Leach Scholarship fund...
Important Tax Considerations in Foreclosures, Short Sales, and Deeds-in-Lieu of Foreclosure
By Yulissa Zulaica How do you determine capital gains? Capital Gains or losses = Amount Realized (AR) – Adjusted Basis (AB) How do you determine whether there is income from cancellation of debt from a foreclosure, deed in lieu of foreclosure or short sale?...
JKZ LLP supports Reimagine’s End of Life 2019 Festival
“Reimagine End of Life is a week exploring big questions about life and death. Join the entire Bay Area in a community-wide conversation. Reimagine’s purpose as a nonprofit organization is to host a public conversation that transforms our approach to life. 10 Days:...
Automatic Temporary Restraining Orders: Prohibitions on Estate Planning Actions during a Divorce Proceeding
When a spouse or domestic partner commences a proceeding in court to dissolve a marriage or domestic partnership, four temporary restraining orders (or “TROs”) automatically take effect, which prohibit either party, upon service of summons, from certain actions until...
Upside Down Real Estate- What Are The Options?
By Yulissa Zulaica and Deb L. Kinney In this ever changing economy, many never expected to find themselves in such a financial quagmire. Investing in real property has always been the ‘smart’ thing to do. For those who purchased homes in the last few years and paid...
Legal Basics for LGBT Elders
The National Center for Lesbian Rights (NCLR) offers an excellent manual for LGBT Elders. This manual is written for LGBT people, and will also be useful for the people who care for or assist you. LGBT elders are often invisible within America’s fast-growing aging...
Social Security Retirement and Survivor Benefits – Myths and Realities
70% of the country relies upon social security for a major source of income in retirement. There are Social security lifetime benefits — like retirement benefits– and social security survivor benefits usually when one loses a spouse. Social security Retirement income...
Even “Strong-Willed” People Can Be Vulnerable to Undue Influence or Financial Elder Abuse
It is becoming increasingly urgent for our legal system to provide adequate remedies for undue influence and elder abuse. Historically, courts have found influence or abuse improper enough to invalidate a transaction (like a gift) or a document (like an alleged...
Creating a Safe Harbor for African American LGBT Elders
By JKZ LLP Attorney, Daniel Redman, and Imani Woody Lesbian, gay, bisexual and transgender (LGBT) elders come from every community, and providing inclusive services for people in this population requires taking into account their race, class, gender, disability,...