Farm/Ranch Transition and Estate Planning Workshop
Are you a homeowner in California or San Luis Obispo County who wants to move back into your home because you sold your other property
- SLO: (805) 546-8785 | Paso Robles: (805) 226-4148
Menu
Are you a homeowner in California or San Luis Obispo County who wants to move back into your home because you sold your other property
Commingling funds is when one or more parties blend or mix funds from different sources into one or more accounts. In a trust administration, this can occur in a number of different ways.
Are you a homeowner in California or San Luis Obispo County who wants to move back into your home because you sold your other property
The Rancho Burro Donkey Sanctuary in Arroyo Grande is seeking helping hands for donkey care.
Please join us for the Business Operations Seminar: Farm/Ranch Transition and Estate Planning on January 26 from 9:00-10:30 A.M. presented by Eric Kalkowski, Principal of Vineyard Wealth Strategies and Attorney Victor J. Hererra of Carmel & Naccasha.
By far the most common error that individuals make when taking over the role of successor trustee is failing to reach out to an attorney so that they at least understand the basic threshold legal requirements and deadlines.
Congratulations to Tracy Morgan, a Paralegal at C&N, for being selected to serve on the 2023 Ambassador Committee for the San Luis Obispo Chamber of Commerce.
We are also very pleased to announce that Victor Herrera has been promoted as a non-equity Partner at Carmel & Naccasha LLP.
We are very pleased to announce that Jess Raynor has been promoted as a non-equity Partner at the firm.
We want to thank our friends at CIO Solutions and each of their employees for ensuring our firm can continue to protect our clients, attorneys, paralegals, and staff. We are so appreciative of your incredible work.
Are you a homeowner in California or San Luis Obispo County who wants to move back into your home because you sold your other property
Commingling funds is when one or more parties blend or mix funds from different sources into one or more accounts. In a trust administration, this can occur in a number of different ways.
Are you a homeowner in California or San Luis Obispo County who wants to move back into your home because you sold your other property
The Rancho Burro Donkey Sanctuary in Arroyo Grande is seeking helping hands for donkey care.
Please join us for the Business Operations Seminar: Farm/Ranch Transition and Estate Planning on January 26 from 9:00-10:30 A.M. presented by Eric Kalkowski, Principal of Vineyard Wealth Strategies and Attorney Victor J. Hererra of Carmel & Naccasha.
By far the most common error that individuals make when taking over the role of successor trustee is failing to reach out to an attorney so that they at least understand the basic threshold legal requirements and deadlines.
Congratulations to Tracy Morgan, a Paralegal at C&N, for being selected to serve on the 2023 Ambassador Committee for the San Luis Obispo Chamber of Commerce.
We are also very pleased to announce that Victor Herrera has been promoted as a non-equity Partner at Carmel & Naccasha LLP.
We are very pleased to announce that Jess Raynor has been promoted as a non-equity Partner at the firm.
We want to thank our friends at CIO Solutions and each of their employees for ensuring our firm can continue to protect our clients, attorneys, paralegals, and staff. We are so appreciative of your incredible work.
Recent Posts