American Top 40 host and Scooby Doo voice, Casey Kasem suffered from Parkinson’s disease in his later years. This January, he passed away under tragic and somewhat dubious circumstances, which may have been prevented had a conservatorship been established. In 2013, his children filed for...Read More
As more and more of our society become seniors, caring for an elderly loved one is becoming a challenge in more of our lives. The simple truth is that there is no easy way to ensure a smooth management of their care and financial well...Read More
Elder Law Part 1: Estate Planning While the mansion in the photo is indeed elderly (circa 1700), and many would no doubt call it an “estate,” Elder Law as it relates to estate planning isn’t always about large homes, or even elder persons. The term “Elder...Read More
What happens when a billionaire decides to leave everything to a new, young wife? A healthy dose of Chaos – and legal fees- are likely not far behind. New Orleans Saints owner and 87 year old billionaire Tom Benson changed his mind last year and decided...Read More
When you hear the word “estate” you might think of vast gardens, lush green lawns, and a giant house in the center. But the truth is, if you own even the smallest of houses in the San Francisco Bay Area, you have an estate. California...Read More
Elder Law in California- MediCal Long Term Care Throughout my experience as an Elder Law Attorney in Contra Costa County, I have seen families needlessly spend thousands of dollars (if not more) on long-term care because of misinformation and/or misconceptions about MediCal and their eligibility. If someone in...Read More
Under a federal law that is not widely known, states are allowed to seize assets of Medi-Cal beneficiaries when they pass. Under the federal law, states are required to reclaim nursing home costs, but reclaiming other medical expenses is optional. California claims both. This fact is...Read More
In my last Conservatorship blog post, we discussed the role of a Conservatorship and the differences between a Conservatorship of the Person and the Conservatorship of the Estate. Today, I want to generally discuss the question of “how.” How does one go about obtaining a...Read More
What do you do if a friend or family member created a Trust, but forgot to fund it before passing away? If you have evidence that the friend or family member intended to fund the Trust, you bring a Heggstad petition (derived from the 1993...Read More
For assisting a friend or family member with mental capacity issues, there are two main ways to help them. One way is to have them sign documents such as a Durable Power Of Attorney or Advanced Health Care Directive. When somebody signs these documents, they...Read More
Often times, elder people want their adult children to assist them in the paying of their bills. This tends to be in situations where the elderly person has enough capacity to express their desire for help, but not enough capacity to manage complicated finances. There...Read More
Dealing with the passing of a loved one can be very difficult. It is sometimes challenging during this emotional time to determine whether a Probate proceeding is necessary. The Probate process is designed to collect assets and distribute them pursuant to a Will. The Probate process...Read More
Executing a Trust can be one of the most important estate planning decisions any person or family can make. Funding a Trust changes ownership of assets in ways that allows for ease of management and transfer upon the passing of the people involved in the...Read More
