TheElder & Disability Law Firm, APC
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June 2018 Archives

About charitable remainder trusts

California residents can include various types of trusts in their estate plan to ensure that their assets are managed and distributed in accordance with their preferences. One type of trust, a charitable remainder trust, can be used as of source of income for the donor while the remaining assets are donated to the donor's favorite charities. This irrevocable trust provides a form of control and flexibility that makes it useful for estate planning, tax management and retirement purposes.

Applying for disability with limited medical records

California residents who have applied for Social Security Disability may be concerned about leaving the search for their medical records in the hands of a disability examiner. It can be unclear to many applicants what could happen if the examiner is unable to locate all of the necessary records pertaining to their cases. The answer can vary depending on the circumstances, and it can change how an applicant's case is addressed.

The benefits of professional estate planners

California residents and others who are thinking about creating an estate plan are encouraged to do so with professional help. Ideally, an individual will have an estate planner as well as an accountant or financial adviser as part of a larger team. It may also make sense to consult with an attorney as part of the process of creating a plan to transfer assets to future generations.

What to expect at a disability hearing

People living with disabilities in California often struggle to hold a job. In many cases, they opt to apply for Social Security Disability benefits. These benefits provide a monthly cash income to those who are completely disabled and who have made sufficient contributions to Social Security during their working years.

How medical records impact SSDI and SSI determinations

Permanently disabled individuals in California and other states may want a better understanding of the role that their medical records might play in determining their eligibility for Social Security Disability benefits. Claimants may be surprised to learn that it is possible to file for Social Security Disability Insurance or Supplemental Security Income without submitting any records concerning past medical history. However, a favorable determination may be more likely when the disability examiner has access to a patient's pertinent past medical treatment records.

Unique trust administration needs

We at The Elder and Disability Law Firm, APC, strive to deliver personalized trust planning assistance for individuals in Redlands, California. We are proud to offer our knowledge and guidance to assist with the trust & trust administration of a revocable trust, testamentary trust, living trust, charitable trust, or express trust. We recognize how complex the trust administration process is, and we are happy to work closely with our clients to help them meet their trust planning goals.

About pour-over wills

People in California who have estate plans centered on a trust may consider using a pour-over will in conjunction with their estate plan. This unique type of will can be useful if the grantor fails to transfer their assets in the trust over the course of their lifetime and there is no other will that specifies to whom those assets should be distributed.

Take wise steps with an unexpected inheritance

When a loved one dies in California, the beneficiary of a will needs to take a few important steps. The first step is to contact the executor or appointed administrator of the decedent's estate. It is important to ask the executor for a copy of the person's will and read the fine details.

How to react after a disability application is denied

If a California resident has had their application for disability benefits denied, it is possible to appeal the ruling. Those who have had their reconsideration appeal denied can ask for a hearing. To improve the odds of obtaining a favorable outcome in a benefits case, an applicant should provide as much information as possible about the injury. There should be enough past and current evidence to show that a disability is present.

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