Court rules and requirements regarding probate procedure overwhelm people. However, probate courts often respond to these rules differently. Accordingly, the following information covers generalities about California probate. Please refrain from referring to them as a treatise. These guidelines offer an idea about what many probate courts require. Seek the advice of counsel before filing any […]
Author Archives: Walnut Creek Elder Law
california, Estate Planning Attorney, Estate Planning Attorney Walnut Creek CA, Probates
California Probate Costs
02
Dec
Dec
How much does probate cost in California? Filing a petition in probate court requires costs and fees. For example, out-of-pocket costs include the fee for filing the petition with the court. Other costs include publication fees and probate referee fees. Also, consider additional charges such as courier fees, court appearance fees, certified copies of court […]
estate planning attorney, Probate Attorney Walnut Creek, Probates, Walnut Creek Probate Attorney
What to Gather for a Probate Attorney
20
Oct
Oct
To prepare to meet with your probate attorney, gather documents and information regarding the decedent. So, the earlier you take these steps; the sooner probate proceedings will begin. After the county issues a death certificate, bring it with you. Thus, if they have not issued a death certificate, know the decedent’s date of death.
estate planning attorney, Probate, Probate & Trust Administration, Probate Attorney, Uncategorized, Walnut Creek Probate Attorney
What is Probate Court?
09
Oct
Oct
Assets held in “Joint Tenancy” should not require a probate. For instance, the title can be held by two individuals “as joint tenants.”
Estate Planning Attorney, Probate, Probate & Trust Administration, Trust Attorney Walnut Creek
When Is A Probate of Real Property Required?
17
Sep
Sep
Probate Matters. If title is by two people as joint tenants, and one dies, there will be no probate on the first death.
16
Jun
Jun
Medi-Cal is alive and well in California, and we are experienced in implementing the current regulations and requirements.
24
Apr
Apr
Let me first say that we hope all of you are doing well and keeping safe. Existing clients and prospects are calling, asking for help them NOW, in light of the present health crisis. Our answer is a resounding, “Yes we can!” Callers express their desire to complete estate planning documents as soon as possible. […]
Baby Boomer Estate Planning, Estate Planning Attorney, Walnut Creek
Caring for the Vulnerable in the COVID-19 Pandemic
10
Apr
Apr
Experts agree that “older adults” face the highest risk of infection and death relative to the coronavirus pandemic. But just who qualifies as “older?” According to the Centers for Disease Control & Prevention (CDC), “older” means anyone who is currently 65 years of age or older. In fact, 8 out of 10 COVID-19 associated deaths […]
Alzheimer's Care, Alzheimer's Disease, Walnut Creek
How to Choose an Assisted-Living Facility for a Loved One with Dementia
19
Feb
Feb
As an elder law attorney with many clients in assisted living facilities, I have visited many such locations. Over the years, I have discovered the important points to consider when choosing such a facility for someone who suffers from dementia. Dementia requires very specific considerations. So, take the following into account when selecting the facility:
Seminars, Workshops
Free Zoom Workshop: “When the Diagnosis is Dementia” Wednesday, December 11 at 10 a.m.
24
Jan
Jan
Wednesday, December 11, 2024 from 10 a.m. – 11 a.m. on Zoom. Registration is free but necessary since space is limited.