Insights & Analysis


Troy Ortiz Troy Ortiz

Financing a Business: Evaluating Your Options

Business financing can fuel growth or provide stability in challenging times. From personal savings and SBA loans to crowdfunding and angel investors, explore how each option fits your goals—and the legal issues to consider before taking on funding.

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Troy Ortiz Troy Ortiz

Affidavits of Change of Trustee in California

An affidavit of change of trustee formally documents that a new trustee has taken over management of a trust. In California, it’s a key step to confirm authority, clear title to real property, and avoid disputes with financial institutions or beneficiaries.

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Troy Ortiz Troy Ortiz

Noncompete Agreements: How Solid Is Yours?

Noncompete agreements are a common tool for protecting your business, but they are often misunderstood and misused. Enforceability depends on several factors—including the scope, duration, and legitimate business interests at stake. Learn how to avoid common pitfalls and ensure your agreement provides the protection your company needs without running afoul of state laws or public policy.

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Troy Ortiz Troy Ortiz

Considerations Before Owning a Business with Your Spouse

Running a business with your spouse can be deeply rewarding—but also complex. Married couples who co-own a business should clearly define roles, document agreements, and understand the tax treatment of their chosen entity. From partnership and LLC structures to buy-sell agreements and community property rules, setting up the right legal foundation helps protect both your marriage and your business.

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Troy Ortiz Troy Ortiz

Should My Business Use Arbitration Clauses?

Arbitration clauses can help businesses avoid costly public lawsuits, but they aren’t always the cheapest or fairest option. Learn when arbitration provisions make sense, where they are commonly used, and how to draft enforceable agreements that protect your company.

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Troy Ortiz Troy Ortiz

Recent Amendments to California Civil Code Section 1950.5: What Landlords and Tenants Need to Know

California’s Civil Code § 1950.5 has been overhauled. Starting July 2024, most landlords cannot charge more than one month’s rent as a security deposit. New requirements for inspections, documentation, and photographs will continue phasing in through 2025—strengthening protections for tenants and increasing compliance obligations for landlords.

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