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...
San Jose Estate Law Blog
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
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...
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...
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)
Why You Should Plan Ahead to Avoid Financial Elder Abuse
Estate planning is vital because as elderly individuals age, many become ill or lose mental capability, which makes them vulnerable to San Jose elder financial abuse.There are 40.3 million people in the United States today who are aged 65 and older. The U.S. Census...
California Probate Court
Probate is the legal process involved in administering the estates of deceased persons. The process is supervised by the probate court, which protects the interests of persons involved in probate court matters. The probate court appoints a personal representative to...
Estate Planning and Gift Tax
A gift tax is a tax that a person must pay to the federal government when he or she gives a gift at a value above the exempt amount. The exempt amount in 2012 was $13,000. There is no California State gift tax. Certain gifts, such as gifts to a charity and gifts to a...

