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The danger of conservatorships: Exploitation of the elderly

The danger of conservatorships: Exploitation of the elderly

As California residents age, their families may find it necessary to take over their decision-making. This is where…
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The LLC as the Entity of Choice

Traditionally, small businesses have operated as corporations in order to provide the liability shield that they offer.  However,…
Yes, trust litigation against an irrevocable trust is possible

Yes, trust litigation against an irrevocable trust is possible

Problems can arise even with the best-laid plans. This includes irrevocable trusts, which by their nature, cannot be…
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Four Documents to Empower Your Life and Death

In our complicated world, we plow through a lot of paperwork. From taxes, to buying or selling a…
Do you have legal standing and grounds to contest a trust?

Do you have legal standing and grounds to contest a trust?

Before a loved one passed away, he or she may have created an estate plan that involved the…
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Estate Planning Under Tax Cuts and Jobs Act (the “ACT”) Passed Effective 2018

The ACT provides for many new income and estate tax features.  The purpose of this brief article is…
Did you know there are different type of conservatorships?

Did you know there are different type of conservatorships?

One of the most difficult things that many California families experience is reaching the realization that a loved…
Taking measures to watch the trustee of a special needs trust

Taking measures to watch the trustee of a special needs trust

Being the parent of an adult child with special needs can be a challenge at times. Providing for…
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Don’t Procrastinate Your Estate Planning

“I’m not afraid of death; I just don’t want to be there when it happens.” Like Woody Allen,…
Poor accounting procedures can lead to trust litigation

Poor accounting procedures can lead to trust litigation

As a beneficiary, it is not necessary to be an accountant to understand when something just is not…