Newsletter

Gifting Your Estate

GIFTING In planning their estates, people have a wide variety of reasons for selecting particular beneficiaries and determining the amounts they want those beneficiaries to receive and the manner in which they want the beneficiaries to receive their inheritances. This newsletter explores gifting issues. BENEFICIARIES vs. HEIRS AT LAW Under California law, beneficiaries and heirs [..]

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Gifting to Beneficiaries and Heirs at Law

In planning their estates, people have a wide variety of reasons for selecting particular beneficiaries and determining the amounts they want those beneficiaries to receive and the manner in which they want the beneficiaries to receive their inheritances. This newsletter explores gifting issues. BENEFICIARIES vs. HEIRS AT LAW Under California law, beneficiaries and heirs at [..]

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Preditor Protection

As people age, the ability to resist undue influence decreases. Predators use undue influence to overcome a persons own natural inclinations and imposes the predators wishes on senior adults that results in an involuntary estate plan, contrary to the persons long held wishes. Undue influence deprives a person of the right to be the one [..]

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A Tale of Two Deaths

A Tale of Two Deaths I have experienced the death of two people with whom I had a close relationship.  One occurred almost fifteen years ago, and one occurred last month.  Although there were some interesting similarities between the two events, there were also significant differences. My husband’s was the first death.  He had never [..]

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Children Have a Difficult Job as Trustee

Through the years I have advised many individuals, Private Professional Fiduciaries, and corporate Trust Officers on the administration of living trusts after the death of the grantor.  The job of a Trustee is a high calling and should not be undertaken lightly.  This newsletter highlights some of the difficulties encountered by children who are named [..]

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New Beneficiary Deed for California Property

As of January 1, 2016, owners of California real estate can create a revocable Transfer on Death (TOD) Deed to give their house away at their death without probate. This deed must be recorded in the county where the real property is located within a certain period of time or else it is not effective [..]

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CA Adopts End of Life Option Act

Gov. Jerry Brown signed California Senate Bill 128 on October 5, 2015. It will take effect sometime in 2016, barring referendum efforts. WHO QUALIFIES? An adult who is age 18 years or older who has a terminal disease. A terminal disease is defined under the bill as an incurable and irreversible disease that has been [..]

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Compassion for the Caregiver

The vast majority of my clients state in their estate plans that they wish to remain at home in case they become incapacitated or otherwise unable to care for themselves. They prefer to be at home where they have familiar surroundings. The decision to remain at home usually means that one or more caregivers must [..]

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