The Special Needs Trust is to keep people from getting kicked off needs based programs like Medi-Cal and others. If you don't need Medi-Cal any...

Age does to some degree. You cannot do some kinds of Special Needs Trusts if you are too old. You would have to use a Pooled Trust, which is a...

Can my grandmother gift her home to my mother and then to me? Can we do this by feb. 11th to beat the deadline for prop 19?

Don’t gift away large assets! This is all about your tax basis in the asset. The tax basis is the amount the IRS uses to figure out your profit...

It depends on how the deed was written. If it specifies Joint Tenants with Rights of Survivorship" then you are all set. The survivor gets it...

Or mom could change the deed to be a transfer on death deed. Then the transfer to you upon her death would be an executed and done deal, recorded...

Elderly mother in law, just had a pretty bad stroke, can she still create living trust? Competency comes and goes.

It sounds like it is too late. If she has low income, does she also have low assets? Probate if your assets are under $165,000 is just one piece...

Without estate planning, will my property automatically pass to my loved ones?

Not automatically. If you have assets more than $165,000 or any real estate then your estate will go through the Probate Court for a year or...

You can put those instructions in your Will, but I would also execute an Advance Health Care Directive and put those instructions in there too; the...

This is not my usual practice of law, but here are the notes I have: If the inheritor is a resident of another state or someone who is not an...

You might not want to do this. If you or your husband ever wind up in a nursing home then this property interest will count against you if you...