In: Blog
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…
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…
Read More
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 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 More