• WHAT WE DO
    • TRUSTS & ESTATES
    • TAX PLANNING
    • BUSINESS
    • REAL ESTATE
  • WHO WE ARE
    • OUR TEAM
    • OUR VALUES
  • WHERE WE ARE
  • COMMUNITY
    • RESOURCES
  • JOIN US
CMDB logo
  • WHAT WE DO
    • TRUSTS & ESTATES
    • TAX PLANNING
    • BUSINESS
    • REAL ESTATE
  • WHO WE ARE
    • OUR TEAM
    • OUR VALUES
  • WHERE WE ARE
  • COMMUNITY
    • RESOURCES
  • JOIN US

RESOURCES

ESTATE PLANNING

California Advance Health Care Directive
California Uniform Statutory Form Durable Power of Attorney
Nomination of Guardian
Requirements of a Handwritten Will
Unclaimed Property

TAX PLANNING

Tax Tables
Applicable Federal Rates

CHARITABLE GIVING

GuideStar
Planned Giving Resources

BUSINESS

Minutes of Annual Meeting of Shareholders
Minutes of Annual Meeting of Directors
Statement of Action of Shareholders in Lieu of Meeting
Statement of Action of Directors in Lieu of Meeting
Checklist of Actions Requiring Shareholder Approval
Checklist of Actions Requiring Director Approval
Statement of Information for California LLC
Statement of Information for California Corporation

REAL ESTATE

California State Board of Equalization – Property Tax Resources
Los Angeles County Property Tax Portal
Ventura County Assessor – Property Tax Savings
Los Angeles County Department of Regional Planning
Ventura County Planning Division

PASADENA

131 N. El Molino Ave., Suite 350 • Pasadena, California 91101
626.395.0860  •  info@cmdblaw.com

WESTLAKE VILLAGE

2659 Townsgate Rd., Suite 103 • Westlake Village, California 91361
805.379.2176  •  info@cmdblaw.com

CONNECT WITH US

© 2018 Calleton, Merritt, De Francisco & Bannon, LLP