Stay informed on new developments in estate and trust law.

If you have questions about how changes in the law affect your estate planning, please contact us to schedule a consultation.

 

APRIL 2018:

Medi-Cal and the Family Home      
Want to protect your home from Medi-Cal recovery? SB 833 offers some new options.

Should Mom Set Up a Joint Account?      
What to do when your elderly parent needs help paying bills. 

 

JANUARY 2018:

Rise (and Sunset) in the Estate Tax Exemption
Implications of the new estate tax law on estate planning

The Fate of Your Digital Assets
Facebook photos and Gmail messages are just some of your digital assets.
What happens to them when you die?

Parents, Kids, and Inheritance of Real Property
Making the most of the parent-child reassessment exclusion 

 

DECEMBER 2015:

Revocable Transfer on Death Deeds

The End of Life Option Act

 

SEPTEMBER 2015:

Property Insurance for Real Property in Trust

Title Insurance for Real Property in Trust