Special Needs Trust

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The Role of Extrinsic Evidence in Winning Contested Heggstad Petitions

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The Role of Extrinsic Evidence in Winning Contested Heggstad Petitions

Heggstad petitions often require extrinsic evidence to demonstrate the intent of the grantor. It is important to have an experienced Heggstad attorney help you navigate complex CA rules of probate, evidence and civil procedure.

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Navigating California's Proposition 19: How an Estate Plan Can Help

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Navigating California's Proposition 19: How an Estate Plan Can Help

Proposition 19 makes significant changes to California's property tax laws and affects homeowners. It is important to have an experienced estate planning attorney help you understand how Proposition 19 may affect your estate plan.

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Special Needs Trust Estate Planning in California: Why It's Important

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Special Needs Trust Estate Planning in California: Why It's Important

With a special needs trust, you can be sure your loved one is in good hands. This article discusses some of the top reasons to set up a special needs trust, and touches on how to set one up in California.

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Top 7 Reasons Why Every Californian Should Have an Estate Plan

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Top 7 Reasons Why Every Californian Should Have an Estate Plan

Estate planning in California is a great way to avoid probate and save on taxes. An estate plan can also help your protect your assets, maintain privacy, provide for loved ones with special needs and more.

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The Costs of Probate in California vs. Trust Set Up and Administration

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The Costs of Probate in California vs. Trust Set Up and Administration

In this blog post, we will explore the costs of probate in California and compare them to the costs of trust set up and trust administration.

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Estate Planning: What You Need to Know, Part 3

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Estate Planning: What You Need to Know, Part 3

In this third blog post of our five-part series on the basics of estate planning, we’ll learn more about designing a clear path to success for your children with your estate plan --- who this planning involves, what it will accomplish, when and why we should be doing it in the first place, and how we can bring our plans to life.