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In: Living Trust

Your Living Trust is a Private, Confidential Document
January 19, 2017

Under California Law, your Living Trust is a private document. Unlike a Will, the Living Trust is not filed and made…

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NEW Medi-Cal Laws
January 12, 2017

Effective 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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Utilize a Living Trust as Asset Protection from Medi-Cal Claims
September 14, 2016

In a new law to go into effect January 1, 2017, a Living Trust may be utilized to protect assets from…

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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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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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Living Trust Contests in California
January 23, 2015

In a recent California case, the California No Contest provisions in a Living Trust were tested. In Balian v. Balian decided…

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