Trust Planning

Recent Articles
Modifying or Terminating a Trust
You can modify or end some types of trusts anytime, but other types may never be changed. ... Read more

A Special Needs Trust Can Help You Qualify for Other Benefits
Government programs such as Medicaid and Social Security help low-income disabled persons access essential medical and caregiver services. Ownership of even modest amounts of property or income can disqualify you from such programs. To address this problem, you can set up a special trust to preserve ... Read more

Charitable Trusts Are Generally Irrevocable
If you want your estate plan to include some of your favorite charities, there are generally two types of charitable trusts to consider. Each type of charitable trust has unique characteristics and, depending on which one you choose, you may even see some immediate tax savings. Most Charitable Trusts ... Read more

Managing Trust Taxes
Depending on how trust documents are drafted, trust income can be taxable to beneficiaries, to you, to the trust, or to a combination of all three. Maybe you want to pay the tax so your beneficiaries don't have to. Maybe you prefer that the trust pay them separately. When creating your trust, you have ... Read more

When Is a Revocable Trust a Good Idea?
One type of trust that is commonly used by estate planning lawyers is the revocable living trust, which allows you to retain control over your personal assets. However, revocable living trusts aren't for everyone. In some cases, the disadvantages can outweigh the benefits. A Revocable Living Trust Gives ... Read more

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Trusts And Estates Questions

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No, unfortunately you will have to commence an action in partition in order to resolve this. A private investigator would be cheaper

You are asking to many complicated questions to be answered in writing. If you want to call me, then I will try to answer your questions.

If you sister is competent and understands what she is doing, she should execute another POA now and name your two sons along with you as her POA. That way, if something happens to you or her health g ...Read more

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Naming a Trust as Beneficiary of an IRA

For many individuals, an IRA is a significant asset and an important part of their estate plan. Upon death, IRAs are distributed according to the beneficiary designation form. A mistake on the benefic ... Read more

Trustee Fees in California

Here you can find Part 1 and Part 2 of this article.  In most cases, a trustee does not need to obtain a court order before paying himself — he simply pays himself for the work performed. A ... Read more

Compensation of Executors in California (Part 2)

This second of three posts (Here you can find Part 1 and Part 3)  on fiduciary compensation in California focuses on the compensation of executors, or “personal representatives,” of a ... Read more

Fiduciary Compensation in California (Part 1)

This series of three posts examines fiduciary compensation in California. (Here is Part 2 and Part 3)  Fiduciaries in California are generally entitled to compensation for their efforts. (By &#82 ... Read more

California Powers of Attorney for Financial Affairs

A power of attorney for financial affairs (sometimes called a power of attorney for business) is an important component of an estate plan. A power of attorney is a written instrument by which one pers ... Read more

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