In: Blog
NEW 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 MoreUtilize a Living Trust as Asset Protection from Medi-Cal Claims
September 14, 2016In a new law to go into effect January 1, 2017, a Living Trust may be utilized to protect assets from…
Read MorePowers of Attorney Update
September 6, 2016Time and time again we see cases of inadequate powers of attorney which fail to provide sufficient authority to act. These…
Read MorePerpetuating “Conflict of Interest” by Financial Companies
August 1, 2016As a member of the National Academy of Elder Law Attorneys (NAELA), we were alerted to a new regulatory law being…
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 MoreNew California Law: Transfer on Death (TOD) Deed
April 4, 2016New California Law: Transfer on Death (TOD) Deed ALERT: New California Law Avoiding Living Trust Arrangements Could Cause More Attorney Fees…
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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