As America ages, information and protection in the field of gerontology has become increasingly popular and important segment of the legal field. The subject encompasses a wide range of financial, health, and estate related services that arise in the Golden Years....
San Jose Estate Law Blog
What is Estate Planning?
Most people consider estate planning a legal process for the wealthy, but the fact is that everyone needs an estate directive. Regardless of wealth, everyone has certain issues that could arise in the event of a timely event. It is important that everyone is prepared...
When Does An Estate Require Probate? Navigating Difficult Concepts in Difficult Times
One of the first obstacles which must be tackled in determining when an estate needs to be probated, is understanding the basic terminology associated with estate planning. Probate is simply the system of supervision provided by the court for distributing the...
Why Do I Need an Estate Planning Attorney For An Estate Plan?
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...
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...
What The Kwok! I Killed My Client’s Title Insurance
2015-05-15 Title Insurance
Estate Planning Year in Review
Continuing Education of the Bar (CEB), San Francisco, CA (1/23/15)
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...
What Pitfalls Can an Estate Planning Attorney Help You Avoid?
The reasons for using a San Jose estate planning attorney are numerous, but the main reason is to avoid problems or legal entanglements of which you are possibly not aware.For example, one estate planning tool may be to create joint ownership of assets, which...

