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How to Plan Your Trust


You’ve probably heard of a Trust, with regard to estate planning. But if you’re like most people, you also don’t know exactly how a Trust works, or what its function…

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What Are Your Responsibilities as a Trustee?


If you’re named as successor Trustee for someone, what happens next? What are you supposed to do? The role of a Trustee is essentially to manage the Trust. You will…

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The Difference Between a Will and a Trust


As an estate planning attorney, I’m often asked about the difference between a Will and a Trust. This is a good question, because we want you to choose the option…

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Qualifying for VA Benefits


For those who have served in our military during wartime, benefits are available through the US Department of Veterans Affairs. You (or your loved one) might need these benefits to…

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How Can You Include Your Pets in Your Estate Plan?


Pet lovers making an estate plan often ask how they can provide for the future care of their pet. This is a natural question since a pet can be an…

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Special Needs Trusts


When an individual is receiving government benefits due to a disability, that person might be in need of a special needs trust. When we say “benefits”, we mean things like…

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Selecting a Trustee


As you establish a trust, you will proceed through a list of questions that help you to structure the trust appropriately. One of the most important of those questions will…

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Qualifying for Medi-Cal Benefits


Most of us don’t like to think about it, but there might come a time in the future when we need to move into a nursing care facility. Knowing that…

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How to Fund Your Trust


Once you’ve established your trust, now you must go about the process of getting your property into the trust. This transfer must be conducted in a very specific way, or…

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