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December 2018 Archives

The duties of a trust executor

Trusts are estate planning documents that allow for the distribution of assets after the death of the trust maker. In most cases, trusts have provisions calling for assets to be distributed to specific people, but the trust cannot do the distributing itself. Rather, that is the realm of the trust's executor. People who make trusts in California will appoint an executor as part of the process. The executor of a trust has a number of responsibilities, including managing the trust, filing probate and tax documents, making distributions and accounting for changes in circumstance.

A deteriorating mental condition can be disabling

The Social Security Disability list of impairments sets forth medical conditions that, if met by a disability claimant, generally qualify that person for disability benefits. Categorized by bodily system or function, the list includes mental disorders among the disabling conditions. One problem is that most California claimants suffer from conditions that do not precisely match up with the list's requirements. If that is the case, medical records must be evaluated to gain more specific information about the claimant's condition.

High court to hear SSDI arguments

The Supreme Court is set to hear arguments in a case that addresses an important part of the Social Security Disability Insurance hearing process. The issue in the case, which is relevant in Social Security actions in California and across the U.S., is whether a vocational expert's opinion can be relied upon if the expert does not provide the data that led to his or her opinion.

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