A new ruling addresses whether a donor advised fund may satisfy charitable pledges by the... [Read more...]
Sager Family Shows Perils of Blended Families
Blended families require special planning. Communication of those plans is key to keep frictions to... [Read more...]
Asset Protection Attorney Recommends Using Trusts
Asset protection can be a very big concern for some Californians, especially those who own... [Read more...]
Types of Trusts to Consider for Your Special Needs Planning
Trusts are very valuable estate planning tools that provide a way to hold and manage... [Read more...]
Basics of Estate Planning: Choosing a Roth or Traditional IRA (or 401k)
Please enjoy the following blog of my friend and colleague Steve Hartnett, J.D., LL.M. (Tax), Director... [Read more...]
What Happens If I Don’t Need My Medi-Cal Trust?
We often recommend Medi-Cal planning as an important component of estate planning. They also suggest... [Read more...]
Basics of Estate Planning: Estate Planning for Major Life Events
This is another in a series of blogs on the basics of estate planning by... [Read more...]
What Do Elder Law Attorneys Charge for Their Services?
In many cases, elder law attorneys will charge an hourly fee for an initial consultation.Any... [Read more...]
Basics of Estate Planning: Privacy and Estate Planning
Privacy is important, especially in today’s world. Learn how estate planning can enhance or reduce... [Read more...]
Basics of Conservatorship
In California, there is a legal distinction between a conservatorship and a guardianship. Although both... [Read more...]
The Benefits of a Living Trust for Medi-Cal Planning
It is a common misconception that any type of living trust can protect your assets... [Read more...]
Irrevocable Medi-Cal Trusts Can Help With Your Medi-Cal Planning
When it comes to the potential need for long-term care, our Medi-Cal lawyers recommend creating... [Read more...]
