Our disabled population is at risk of losing state funded benefits if they receive an unexpected inheritance or settlement funds. Proper estate planning can help preserve both the benefits and the inheritance or settlement funds. Additionally, the enactment of the... Read more
What I really mean: SET UP YOUR LIVING TRUST TODAY! The California legislature has passed a new bill that prohibits the California Department of Healthcare Services (DHS) from making a Medi-Cal recovery claim or Medi-Cal recovery lien against assets that... Read more
Introduction It is essential that the scope of fiduciary duties be understood as it pertains to individuals who have been appointed to act as a Trustee. The role of fiduciary has an old and valued place in our society and... Read more
A trust is inherently an investment vehicle and the trustee has a duty to invest all trust funds as soon as possible. In making such investments, the trustee is potentially subject to the broad prudent investor standard pertaining to trustees... Read more
This article looks at how you build an inheritance firewall to optimize wealth for your future generations to come. For many of us, our home is our most valuable asset. We save money to purchase our home and then we... Read more
Anyone who is appointed and acts as Trustee may quickly learn that there is potential liability lurking around every corner.   Serving as a Trustee can be a thankless job. Here are some special problems that a Trustee should be aware... Read more
With everyone buying and selling on the internet, estate plans are now available for purchase online. Some are so cheap it makes going to see an estate planning attorney a joke. Why would you? Why would you pay more if... Read more
This section applies to probate litigation cases filed in Orange and Los Angeles counties. The timelines below are roughly the same for both counties, though Orange County does seem to move a bit more quickly than Los Angeles County. •          ... Read more
Litigation can be a long, difficult and emotional process. Probate litigation in particular, given the general fact that it is usually family members litigating against one another. It is useful to have an idea of what to expect at the... Read more
Do you wear your seat belt every time you get in a car? Sure you do! Do you have smoke alarms in your home? You probably do! So do you plan to avoid having bad things happen to you too... Read more
