Elder Law & Estate Planning Articles — Page 3 of 33
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,…
Avoid Probate for Your Home
Protecting Your Family’s Legacy: Avoiding Probate for Your Home Avoid Probate: A Common Concern, A Simple Solution Imagine this: You receive a call, a difficult one, informing you of a…
Important Medi-Cal Update
Protecting Your Medi-Cal Assets for Skilled Nursing Care in California Understanding the Medi-Cal Skilled Nursing Asset Test – What California Residents Should Know for Long-Term Care As…
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