In: Living Trust
Your 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 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…
Read MoreWhy Estate Planning With A Living Trust Is Critical For Minor Children
March 31, 2015Talk about a costly minefield for young adults failing to utilize a Living Trust in California. It happens quite frequently because…
Read MoreElder Law Issues
February 19, 20151. Golden Rules of Dementia The NAELA Bulletin reported the five golden rules which lowers the risk of developing dementia and…
Read MoreLiving Trust Contests in California
January 23, 2015In a recent California case, the California No Contest provisions in a Living Trust were tested. In Balian v. Balian decided…
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