San Jose, CA
Family Lawyer at San Jose, CA
Practice Areas: Family, Estate Planning, Mediation
Recall that gifts to caregivers are generally prohibited by law under California Probate Code section 21350. (See blog: Gifts to Caregivers Prohibited noting what activities constitute caregiving).How...
See Full GuideJoint Assets Does your former spouse have access to any jointly owned assets, such as bank accounts, investments or real estate? Retirement Plans Is your former spouse still the designated beneficiar...
See Full GuideA trustee is a person who is responsible for managing the trust assets. Many individuals choose to name themselves as the trustee of the trust so they can exercise control over the trust during their...
See Full Guidef you are trying to decide what estate planning instruments you need in order to meet your goals and to avoid the cost of probate, you might want to look into the revocable trust. A revocable trust ...
See Full GuideAn estate planning attorney can help you develop a plan that maximizes your assets and helps you take advantage of the estate and gift tax system. If you are considering leaving an asset to someone ...
See Full GuideEarlier this month, new federal regulations pertaining to hospital visitation became effective. These regulations require hospitals receiving federal Medicare or Medicaid money to have written visitat...
See Full GuideGeneral Overview of 2011 Tax Changes The Tax Relief, Unemployment Reauthorization, and Job Creation Act of 2010 (TRA) was signed into law on December 17, 2010. The TRA applies to the years 2011 and 201...
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