The documents we create for you might be “just pieces of paper,” but they are worth a great deal more than that.
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The Value of a Letter of Intent for Your Special Needs Child
Writing a letter of intent (LOI) for your special needs child can help bring them family continuity and comfort after you are gone.
Empowering the Disabled with a Special Needs Trust
The law used to be that a disabled person had to rely on others to create a trust, to keep government benefits.
How to Plan for Special Needs Children in California
Estate planning requires specialized planning when you have a child with special needs. Looking to the future as to how your child will be able to function in the world as they age is particularly tricky to assess.
The Benefits of a Special Needs Trust Planning
Special needs trusts are a class of trusts made specifically for the benefit of those with physical and/or mental disabilities.
Understanding Special Needs Trusts in California
Trusts are certainly not the most perspicuous of legal inventions, but they can be a critical part of special needs planning.
Estate Planning Things to Be Aware of During a Crisis…like COVID-19
The COVID19 worldwide health crisis has brought our nation to a level of emergency status that has impacted us all on a personal level.
Estate Planning For Chronic Illness
On behalf of The Elder and Disability Law Firm, APC posted in trusts & trust administration on Monday, July 15, 2019. One of the many important legal documents California residents who are chronically ill should have in their estate plan is a living will. This document allows individuals to expressly state their health care preferences. In addition to addressing decisions regarding end of life care, it can state whether individuals have certain religious beliefs that would affect the hea....
Using A Trust
On behalf of The Elder and Disability Law Firm, APC posted in trusts & trust administration on Monday, July 8, 2019. When developing their estate plans, California residents should strongly consider using a trust. One type of trust solution, the revocable, or living, trust, is often chosen. A revocable trust can be easily amended, which can be beneficial t...
Big News On Trust Taxation
By Esther Wang of The Elder and Disability Law Firm, APC posted in blog on Monday, July 1, 2019. Few of us feel delight when we hear the term "tax code". However, there has been some recent excitement in the area of trust taxation and administration that we all should direct our attention to. Trust income, like an individual's income, will be taxed in states with in...