In: Trust
U.S. v. Harris
August 23, 2017In a recent case that reached the United States Ninth Circuit Court of Appeals, the Court ruled that assets in Third-Party…
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Trust Protector Provisions – Frequently Asked Questions
June 2, 20171. What are Trust Protector Provisions? Trust Protector Provisions are optional provisions that can be included in your Trust. I created…
Read MorePerpetuating “Conflict of Interest” by Financial Companies – Revisited
February 9, 2017Note: Please see my blog posted On August 1, 2016 for original article. President Trump signed an executive order which will…
Read MoreYour Living Trust is a Private, Confidential Document
January 19, 2017Under California Law, your Living Trust is a private document. Unlike a Will, the Living Trust is not filed and made…
Read MoreNEW Medi-Cal Laws
January 12, 2017Effective January 1, 2017 Medi-Cal Recovery (SB 833) For Medi-Cal recipients who die on or after January 1, 2017, there are…
Read MoreContractual Theft
August 1, 2016As indicated in an article I wrote on May 3, 2016 regarding the withholding of death benefits by insurance companies, there…
Read MoreWills May Create Scam Targets
June 9, 2016Unlike Living Trusts, all Wills must be filed in California. Wills not only identify beneficiaries, but also the assets and property…
Read MoreLiving Trust Schedules of Assets Ultimately Important
May 3, 2016If you saw 60 Minutes on CBS Sunday night you had to be astounded by the absolute greed and thievery of…
Read MoreWhy Living Trusts are Failing in California
October 27, 2015Have you ever heard of a situation in which a son or daughter lost their inheritance in a divorce, lawsuit or…
Read MoreLiving Trust and Estate Planning Hypothets Based on Actual Family Issues
September 29, 2015Estate Planning with Minor Children: Mick and Mona have 3 minor children ages 12, 10 and 8. Mick and Mona have…
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