San Jose Estate Law Blog

2015-05-18 SCCEPC Recent Dev. Materials

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...

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...

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...

Continuing Education of the Bar (CEB), San Francisco, CA (1/23/15)

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...

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...

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...

Most probate proceedings are managed by California's Independent Administration of Estates Act, which enables the executor to administer the will without permission from the court. However, if probate is required, either an executor or a party not named will seek the...

Having acquired a substantial amount of funds from various start-ups, a man who is a passionate advocate of animal rights bought a large tract of land where he cares for abandoned and injured animals. Concerned about what will happen to his favorite dog, the man...