Category Archives: Wills And Trusts
Now that I Am the Conservator of my Grandmother in California, May I Sign a Trust or Will for Her or Do I Need a Substituted Judgment Petition for That?
Yes, in California the conservator must obtain court authority prior to signing…
Vacant Family House Dilemma (2 of 2)
Now That I Am Managing My Mom’s Assets as Trustee of Her…
Now That I Am Managing My Mom’s Assets as Trustee of Her Trust in California, What Do I Do About Her Family House that Now Is Vacant? (Part 1 of 2)
This issue often arises in California in many different contexts including: When…
How Does a California Trust Get “Under Court Supervision” (Part 1 of 2)?
Many of us have learned that in California having a trust is…
What Are the Different Types of Special Needs Trusts in California, and How Do They Work? (Basic Special Needs Trusts (Part 2 of 2))
A California special needs trust (or supplemental needs trust) holds assets for…
How to Manage Finances with a Power of Attorney
A power of attorney for financial management or asset management is a…
My Trust is Signed. What Do I Do Now?
You were very responsible, you hired an attorney, and your trust is…
Great Tips About Types of California Trusts
There are many types of California trusts designed to accomplish all types…
Is There More than One Type of Will in California?
A will is a document that provides for transfer (or distribution) of…
Understand Your Estate Planning Options
Allow us to guide and advise you to plan your estate or to carry out the estate of another. Failing to address these responsibilities can leave your family in a very challenging place. To meet directly with us to discuss your estate planning, conservatorship, probate, trust, or elder law concerns, please call 310-375-3350 or fill out our consultation form.
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