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By: Jack Stephens

Contractual Theft
August 1, 2016

As indicated in an article I wrote on May 3, 2016 regarding the withholding of death benefits by insurance companies, there…

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Wills May Create Scam Targets
June 9, 2016

Unlike Living Trusts, all Wills must be filed in California. Wills not only identify beneficiaries, but also the assets and property…

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Living Trust Schedules of Assets Ultimately Important
May 3, 2016

If you saw 60 Minutes on CBS Sunday night you had to be astounded by the absolute greed and thievery of…

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New California Law: Transfer on Death (TOD) Deed
April 4, 2016

New California Law: Transfer on Death (TOD) Deed  ALERT: New California Law Avoiding Living Trust Arrangements Could Cause More Attorney Fees…

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Why Living Trusts are Failing in California
October 27, 2015

Have you ever heard of a situation in which a son or daughter lost their inheritance in a divorce, lawsuit or…

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Living Trust and Estate Planning Hypothets Based on Actual Family Issues
September 29, 2015

Estate Planning with Minor Children: Mick and Mona have 3 minor children ages 12, 10 and 8. Mick and Mona have…

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Why Estate Planning With A Living Trust Is Critical For Minor Children
March 31, 2015

Talk about a costly minefield for young adults- failing to utilize a Living Trust in California. It happens quite frequently because…

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Pet Trusts in California
February 20, 2015

I. Authority for Pet Trusts in California – Probate Code Section 15212 The Code Provision authorizes the following: Funds to benefit…

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Elder Law Issues
February 19, 2015

1. Golden Rules of Dementia The NAELA Bulletin reported the five golden rules which lowers the risk of developing dementia and…

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Intentional Infliction of Emotion Distress by Trustee
January 23, 2015

Attention all of you Trustees of Living Trusts and children beneficiaries of the Trust- This case is a wake-up call. You…

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