Generally, a durable power of attorney for property management is recognized as a good alternative... [Read more...]
Separate Property and Trusts Versus Prenuptial Agreements
I am frequently asked if creating a living trust prior to marriage will protect the... [Read more...]
Actions by Someone Holding a Fraudulent Power of Attorney
I was recently asked what someone should do when they suspect that the co-owner of... [Read more...]
Compelling a Conservatorship
I am frequently asked the question of how and when do family members draw a... [Read more...]
Prolonged Trust Administration
I was recently asked what the ramifications are for a trustee unduly prolonging a trust... [Read more...]
Preventing Fraudulent Changes in a Trust Document
I was recently asked how to prevent someone from fraudulently changing the terms of a... [Read more...]
Veteran’s Administration Special Pension Programs
I was recently asked an in-depth question regarding a spouse qualifying for VA benefits. I... [Read more...]
Changing Title of Assets into the Trust Name
As an estate planning attorney I am often confronted with situations where the person who... [Read more...]
How The New Estate Tax Exclusion Affects Your Estate Plan
To read this article, follow the link below to our website Law Firm News section... [Read more...]
Cross Purchase ILIT Example
Facts: Partner A and Partner B are partners in an LLC treated for income tax... [Read more...]
Can the Government Go After Assets in a Trust to Recover Medicare or Medi-Cal Benefits?
I was recently asked the above question and wanted to share the answer on my... [Read more...]
Aggregate Theory Community Property Agreement
Why is it important to have a contract between spouses implementing the aggregate theory of... [Read more...]
