Many online businesses offer wills and trusts through an automated process. The online process generally consists of a fillable questionnaire that, once answered generates an estate plan without the assistance of an estate planning attorney. A good estate plan...
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Estate Planning in California: What is a Trustee?
If you are considering estate planning in California you likely have a lot of questions. This is normal, you should have a lot of questions. Estate planning in California does not have to be stressful or worrisome. With the assistance of a knowledgeable and...
Planning Your Estate: What is an executor?
You may be planning your estate or you may have been a named executor of someone's estate. Either way, you likely have questions about what an executor is and what their responsibilities are. The following is intended to be a brief overview of what an executor is and...
California Lawmakers Consider Right-to-Die Legislation
A cancer patient and five doctors filed suit in February to attempt to exempt physicians from suit and criminal charges if they help terminally ill patients end their lives. Currently, California has a ban on assisted suicide, but this suit would change that. They...
What The Kwok! I Killed My Client’s Title Insurance
2015-05-15 Title Insurance
Developments Affecting Trusts, Estates, and Conservatorships
2015-05-18 SCCEPC Recent Dev. Materials
How Do I Get Funds into a Trust?
When you put assets into a trust, you are "funding" the trust. The trustee will actually own the asset on behalf of the trust once the asset is placed into the trust.When using deeds and other documentation to transfer funds and property into the trust, the document...
Local Senior Scam Stopper Seminar Offers Great Tips
On January 23, 2015, Contra Costa County Deputy District Attorney Ken McCormick held a "Senior Scam Stopper" seminar at the De Valle Acalanes Adult Education Center. The seminar was a joint effort between Assemblywoman Susan A. Bonilla and the Contractors State...
Elderly Livermore Resident with Dementia Swindled by Bank Employee
Linda Magel's father died last year; he suffered from early-on set Alzheimer's disease and ultimately died from cancer. But it wasn't until about a month after his death that Linda realized that something was terribly wrong with her father's finances. She discovered...
Estate Planning Year in Review
Continuing Education of the Bar (CEB), San Francisco, CA (1/23/15)