When your trust is properly funded, assets are titled in the name of the trust. That means your home, for example, would be titled as “John and Jane Smith, Trustees of the Smith Family Trust.” At your death, the successor trustee follows your written instructions without needing court approval.
Category Archives: Probates
22
Apr
Apr
Losing a loved one is a deeply personal and challenging experience. Amidst the grief, the legal process of probate can feel overwhelming and complex. As a probate attorney here in Walnut Creek, Contra Costa County, CA, I understand the emotional weight you carry. What’s more, I get the need for clear, compassionate guidance through this […]
07
Feb
Feb
Are Probate Court Records Public In California? In California probates, the public has access to probate court records. Contact the probate court clerk in any county where an attorney filed probate. Request to view the filed documents. For a fee, you can even obtain copies of filed documents from the clerk. Also, the last will […]
Elder Law Attorney Walnut Creek, Probates, Walnut Creek Medi-Cal Qualification
Probate of Your Home: The “Heggstad” Petition
14
Dec
Dec
Transfer your home to a Revocable Living Trust (RLT) for several reasons. First, doing so will prevent probate of your home when you die. Another reason is that, as of January 1, 2017, if you die after collecting Medi-Cal, the state cannot pursue recovery against your home if it is in your RLT. In this […]
02
Dec
Dec
Probate Timeline In California, where Walnut Creek Elder Law is located, probate proceedings typically take about a year to complete. The probate timeline may require even more time, depending on the assets and complexities of the case.
19
Jan
Jan
With married decedents with a domestic partner, ask this: Did they have children? In such a case, all assets pass to the surviving spouse or domestic partner.
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.
aid & attendance benefit, Alzheimer's Care, Alzheimer's Disease, Alzheimer's Medi-Cal, Baby Boomer Estate Planning, Brentwood Elder Law Atorney, Brentwood Senior Law Attorney, Concord Elder Law Attorney, Concord Medi-Cal Attorney, elder law, Estate Planning Attorney Concord CA, Estate Planning for Baby Boomers, Estate Planning in California, Hospice Care, Medi-Cal Attorney Brentwood, Medi-Cal Attorney Walnut Creek CA, Medi-Cal Planning & Qualification, Medi-Cal Planning Concord, Medi-Cal Qualification, Nursing Home Attorney Brentwood, Nursing Home Attorney Walnut Creek, nursing homes, Pleasant Hill Elder Law Attorney, Probate & Trust Administration, Probate Attorney Contra Costa County, Probates, Probates with Real Estate, Qualification for VA Aid & Attendance, Senior Law Attorney, senior law walnut creek, VA Aid and Attendance Concord CA, VA Attorney Walnut creek, VA Planning Attorney Concord, Veteran's Benefits, walnut creek, Walnut Creek Elder Law, Walnut Creek Medi-Cal Qualification
Baby Boomers Predict The Future!
Baby Boomers Predict The Future! Wouldn’t it be nice to be able to predict the future for us Baby Boomers, and start planning for it! But we do know certain things about our future … On average, 10,000 people are turning age 65 every day. It is predicted that at least 70% of people over […]
aid and attendance, Alzheimer's Care, Alzheimer's Disease, Alzheimer's Disease Antioch, Alzheimer's Medi-Cal, CA Attorney Asset Protection, Concord Elder Law Attorney, Concord Medi-Cal Attorney, Concord Nursing Home Attorney, Concord Senior Law Attorney, Concord VA Attorney, elder law, Elder Law Attorney Contra Costa, elder law attorney Pleasant Hill, Elder Law Attorney Walnut Creek, Elder Law Estate Planning, Estate Planning in California, Hospice Care, Medi-Cal attorney, Medi-Cal Attorney Concord, Medi-Cal Attorney Pleasant Hill CA, Medi-Cal eligibility Concord CA, Medi-Cal Planning & Qualification, Medi-Cal Planning Concord, Nursing Home Attorney, Nursing Home Attorney Walnut Creek, nursing home costs, nursing homes, parkinson's disease, Pay Nursing Home Cost Concord, Pleasant Hill Elder Law Attorney, Pleasant Hill Senior Law Attorney, Probate & Trust Administration, Probate Attorney Contra Costa County, Probates, Probates with Real Estate, Qualification for VA Aid & Attendance, senior law, Senior Law Attorney, senior law walnut creek, VA Qualification Concord, Veteran's Benefits, walnut creek, Walnut Creek Elder Law, Walnut Creek Medi-Cal Qualification
Getting Your Ducks In A Row Before a Crisis Occurs
You should get your ducks in a row long before a crisis occurs, especially where your health and finances are concerned. Many of our clients come to see us when a crisis is occurring. For instance, their spouse or loved one is in the hospital or has just entered a skilled nursing facility. At this […]
- 1
- 2