In: Blog
Financial Durable Powers of Attorney: Potential Opportunity for Theft
December 13, 2017Financial Durable Powers of Attorney – We all need well drafted financial powers of attorney for potential incapacity. But your agent…
Read MoreDoes the Trust Die with the Decedent?
November 1, 2017Successor Trustee Successor Trustee – We have had numerous calls by Successor Trustees after a parent/client dies. The Successor Trustee (usually the…
Read MoreIRAs Now a Creditor Target
October 11, 2017Inherited IRA In light of the recent U.S. Supreme Court case of Clark v. Rameker, creditors will begin to zero in…
Read MoreThe Importance of Family Care Contracts
September 20, 2017Family Care Contracts: Many can agree that the best people to take care of our loved ones are the ones closest…
Read MoreU.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…
Read MoreCourt Action To The Rescue
August 9, 2017It is rare when I feel that Court action is necessary for estate planning objectives, but this is one instance when…
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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…
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