Elder Law & Estate Planning Articles — Page 2 of 33
California Trust Administration
A Trustee’s Step-by-Step Guide for Northern California Families The death of a trust settlor triggers immediate legal responsibility. Successor trustees step into a fiduciary role governed…
Avoiding Probate in California
How Proper Planning Can Protect Your Family and Your Home If you own real estate in California, proper estate planning is one of the most important steps you can take to protect your…
What Is Trust Administration?
Trust Administration After a Death: What Trustees Need to Know When a loved one passes away, families are often left with more questions than answers. If you have been named as a trustee,…
Remote Elder-Law and Estate Planning Services
Remote Elder-Law and Estate Planning Services: Now Available Statewide As part of my continuing commitment to serve older adults, families, trustees, and successor trustees throughout…
2026 Medi-Cal Tsunami
As an asset protection attorney in California, I help families safeguard the nest eggs they spent decades building. For years, the biggest threat to that wealth hasn’t come from a stock…
Helping Your Aging Parents
Why You Should Appoint a Co-Trustee Before Memory Fails Dear Clients and Friends, We often realize in hindsight the precise moment when a small issue became a serious problem. We say that…
California Trust Administration: Navigating the Labyrinth
When a loved one passes away, the grief is often compounded by the complex legal landscape that follows. For many families in California, this journey includes navigating the intricacies of…
Medi-Cal Changes Starting January 1, 2026
The Medi-Cal rules for skilled nursing care are undergoing a significant change. We are writing to provide this important update on the reinstatement of asset limits. Unfortunately, these…
Dementia Care: Planning for Peace
Planning for Peace of Mind: A Guide to Navigating the Financial and Emotional Demands of Dementia Care A diagnosis of Alzheimer’s or another form of dementia is a life-altering event.…
Special Needs Trust Planning
All About Special Needs Trust Planning Navigating life with a loved one who has special needs brings unique joys and challenges. As a family, you’re constantly planning for their health,…
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