Legal News

The Elder Law and Trustee Advisory: Long Term Care Insurance and Filial Support for Parents
June 26, 2013

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HOT TOPIC: What is Your Long Term Care Plan?
May 16, 2013

According to various sources, 60% of us will require some form of long term care during our lifetime. Another 50% of…

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What To Do Before And After The Death Of A Spouse Or Parent
April 26, 2013

A Step By Step Approach Part I When it comes to taking care of estate planning business, most clients are paralyzed…

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Client Alert! Notifying The DMV
October 11, 2012

If you are acting as an agent under a Healthcare Durable Power of Attorney (DPA) or Advanced Health Care Directive (AHCD),…

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UDPA Changes In The Law
October 11, 2012

1) Uniform Durable Powers of Attorney (UDPA) Changes in California Law The following are recent legislative changes under the Uniform Statutory…

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Client Alert!! Filial Support Laws Beginning To Groundswell
July 25, 2012

Pull up a chair, you’re gonna need it. North Dakota has now actively joined the ranks of states who are resurrecting…

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Financial Tricks And Traps In VA And Medical Planning With Trusts And Annuities
July 20, 2012

Part 1 The VA pension benefits for vets and spouses are a valuable source of funding for assisted living and home…

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The Necessity Of A Living Trust Review
April 17, 2012

Life changes. Times change. People change. Law changes. Because of these realistic facts, our documents must be updated. The child initially…

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Utilizing Trusts As IRA Beneficiaries – Avoiding The Tax Traps
March 13, 2012

The IRS has become more stringent on Trusts as beneficiaries of IRAs in allowing payouts over a beneficiary’s life expectancy. If…

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Tax Attorney’s Tips To Minimize Taxes
January 1, 2012

Capital Gains Tax on Appreciated Assets Although the housing market has declined or leveled off for most of San Diego County,…

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