Under California rules unless you are on one of the few programs that give you Medi-Cal coverage without any means or asset test you have a...

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I am a widow, I would like to get married again. I have a house and living trust. Does my second husband has right on assets?

There are several tricky parts that have to be navigated in order to protect your assets. 1. You need to protect them from your new husband...

Do I need an attorney specializing in real estate or trust administration/inheritance law?

First, you haven't mentioned whether you are going through a probate proceeding or whether your father had a living trust which is now being...

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International inheritance taxation

We regularly work with international inheritance and wealth transfer issues. The planning can be very simple or very complex depending on an...

Do I need a new living trust?

If your trust was recently done and well done - only an amendment should be necessary, that being said, old trusts often do need to be 'restated'...

I am interested in estate planning and/or establishing living trust. I have a home and several rental properties.

Choosing the right attorney can be challenging. It is important that you meet with a qualified estate planning and perhaps tax attorney not a high...

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Does medicare have a pain threshold rule/law before medicare will pay hospice?

Hospice is a Medicare benefit that is often invoked too late to serve its purpose. If an individual is suffering from and injury disease or...

What happens when a disabled person receiving Medicaid inherits a home along with his 4 siblings?

In the Medicaid planning arena each state is different and I understand that Ohio has some unique rules. I am only licensed in California and am...

Can the IRS or an ex-spouse go after my income and assets if I marry someone who owes back taxes and has outstanding judgments?

In California community property is liable to either spouse's debts. To avoid this liability you need to destroy the existence of community...

A trust is the ideal tool to use to protect your home from Medicaid recovery. How the initial home transfer is treated varies greatly state to...