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2 01, 2020

California Conservatorships – What to do when a family member or loved one needs help

By |2020-01-02T12:29:00-08:00January 2nd, 2020|Estate Planning, living trust, responsibilities of trustee, trustee, Wills and Trusts|Comments Off on California Conservatorships – What to do when a family member or loved one needs help

You might get that dreaded 3am phone call.  It’s never good news. Your parent, spouse or partner has finally succumbed to dementia or another debilitating illness, or your child has been in an accident that has left them incapacitated. After getting your loved one stabilized, you are told by doctors that normal functioning may be [...]

15 11, 2019

2019 – A Vintage Year for Irrevocable Living Trusts

By |2019-11-15T09:10:22-08:00November 15th, 2019|Estate Planning, living trust, revocable trust, Wills and Trusts|Comments Off on 2019 – A Vintage Year for Irrevocable Living Trusts

Although California produces stellar wine vintages year after year, there has been relatively little production of anything new or positive for California non-grantor trusts. But the landscape has changed, the conditions are ideal, and the time is ripe. A recent crop of legislation and cases, including California’s new Uniform Trust Decanting Act and the Paula [...]

1 08, 2019

TOP 5 REASONS TO HAVE A LIVING TRUST IN CALIFORNIA

By |2019-08-01T08:27:59-08:00August 1st, 2019|Asset Protection, Estate Planning, living trust, revocable trust, trust, Wills and Trusts|Comments Off on TOP 5 REASONS TO HAVE A LIVING TRUST IN CALIFORNIA

Many of our California based clients have heard that having a living trust can benefit them, but often don’t understand why it is beneficial to have a living trust. Below are some of the more common ways a living trust can aid in achieving your estate planning objectives. 1. Avoid probate. Avoiding probate is a [...]

28 04, 2017

Does Your Estate Plan Account for Your Incapacity? ​Benefits of a Durable Power of Attorney

By |2017-05-04T08:28:22-08:00April 28th, 2017|Estate Planning, living trust, Succession Planning, trust, Wills and Trusts|Comments Off on Does Your Estate Plan Account for Your Incapacity? ​Benefits of a Durable Power of Attorney

A frequently overlooked part of the estate planning process is deciding who will help you manage your financial affairs if you’re ever incapacitated and unable to manage them yourself. In reality, the likelihood of you needing someone to act on your behalf at some point in time is statistically quite high; accidents happen every day. [...]

5 01, 2016

Estate Planning: Choosing Per Stirpes or Per Capita Distributions

By |2017-09-11T06:25:56-08:00January 5th, 2016|Asset Protection, Estate Planning, living trust, Wills and Trusts|Comments Off on Estate Planning: Choosing Per Stirpes or Per Capita Distributions

Per Stirpes or Per Capita Distributions While Latin may be a dead language, it remains relevant to estate planning lawyers and their clients when choosing how to prepare for the distribution of an estate through a will or living trust. “Per Stirpes” literally means “by roots or stocks; by representation” and is used interchangeably with [...]