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Posts

Blog

  • Cares Act - 23 March 2023
  • Secure Act - 23 March 2023

Uncategorized

  • California Trust Laws & Regulations - 8 February 2025
  • Should I make my Trust the beneficiary of my retirement accounts? - 7 February 2025
  • What is the difference between a Physician’s Order on Life Sustaining Treatment (POLST, more commonly known as a “Do Not Resuscitate – DNR”) and an Advanced Health Care Directive? - 7 February 2025
  • Understanding Advanced Health Care Directives in California - 7 February 2025
  • Do You Need a Revocable Living Trust in California? - 7 February 2025
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  • Home
  • About Us
  • Practice Areas
    • Estate Planning
      • Key Objectives of Estate Planning
      • Wills
        • Types of Wills
        • Key Components
        • Legal Considerations
      • Living Trusts
        • Irrevocable Trust
        • Charitable Trust
        • Special Needs Trust
        • Asset Protection Trust
      • Financial Power of Attorney
      • Medical Power of Attorney
      • Advanced Healthcare Directive
      • Beneficiary Designations
      • Guardianship Designations
      • Specialized Planning
      • Legal & Financial Professionals
    • Estate Administration
      • Executor / Trustee Responsibilities
      • Asset Distribution
      • Debt Settlement in Probate
    • What is Probate
      • Legal Framework
      • Types of Probate
      • The Probate Process
      • Executor / Administrator Responsibilities
      • Assets Subject to Probate
      • Assets That Bypass Probate
      • Costs & Fees
      • Probate Alternatives
      • Challenges & Disputes
      • Estate Taxes & Liabilities
      • Duration & Timelines
      • Special Considerations
    • Trust Litigation
      • Parties Involved
      • Contestation
      • Challenging a Trust
      • Trust Laws & Regulations
      • Trustee Obligations and Duties
      • Litigation Procedures
      • Alternatives to Litigation
      • Statute of Limitations
      • Notable Litigation Cases
    • Guardianship
      • Legal & Procedural Aspects
    • Conservatorship
      • Legal & Procedural Aspects
    • Elder Protection
      • Safeguarding Benefits
      • Elder Rights & Advocacy
      • Healthcare Decision-Making
      • Real Estate & Housing Issues
  • Contact Us
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