Decoding Trust Clauses in California: A Guide to Understanding Common Trust Provisions Navigating the world of estate planning can be a labyrinth of legal jargon and complex clauses, especially if you’re unfamiliar with legal jargon meaning, common trust provisions, or the [...]
Government assistance programs like Medi-Cal, Social Security Disability Insurance (SSDI), and Section 8 housing are essential safety nets for individuals with disabilities or low incomes. Yet navigating the income limits for Medi-Cal, SSDI, and Section 8 housing benefits can be a [...]
Demystifying the Legal Jargon Behind AB Trusts and Understanding Their Role in Estate Planning If you've been exploring the world of estate planning, you might have stumbled upon terms like "AB split" or "AB trust" and wondered what they mean. The [...]
Estate planning is not just a legal formality; it’s a way to ensure that your family is well taken care of after you’re gone. When mental health challenges are part of the equation, estate planning takes on an added layer of [...]
You may have a disabled child who's turning 18. And you've heard from others, maybe other parents, your child might qualify for a benefit called Supplemental Security Income, or “SSI.” What is that? And how can your child qualify? How can [...]
If you're a parent and a homeowner in California, Proposition 19, which is now law as of February 2021, will likely affect you. Since Proposition 19 went into effect, I've been hearing from parents trying to navigate new rules and protect [...]
http://www.youtube.com/watch?v=wyxN2Zozolw What is a special needs trust? Who is eligible for one? What are the different types of special needs trusts? Who can help you create one? In this guide, I will talk about the special needs trust (SNT) and [...]
A lot of clients asked me, “What can I use a special needs trust for? What distributions are OK? And which ones are prohibited?” In this post, we're going to be talking about special needs trust restrictions, including what you can [...]
How can you protect your child’s inheritance? One really powerful tool is using a dynasty trust. In this article, I’m going to explain all about dynasty trusts: Why they're not just for the super-wealthy anymore How they protect your children's inheritance [...]
When the trust creator dies, the successor trustee must handle the trust administration. As the trust successor, you'll have specific tasks to perform. And you may be wondering: do you need a trust administration attorney for this process? My answer: Yes. There are many [...]