New Medi-Cal Recovery Rules for 2017

As those of you who have been to my seminars know, when a person has received Medi-Cal benefits, that person’s estate may be subject to Medi-Cal Recovery. That means the state can recover for the costs of certain services it paid for during the person’s lifetime. As of January 1, 2017, the rules regarding what services are recoverable […]

A Dynasty Trust in the Bay Area Can Help Leave Your Assets to Your Grandchildren – Not the Government!

A lot of people complain about high taxes. Looking at what the government takes from your weekly paycheck can be frustrating. But it could be worse. Even people who don’t complain about taxes (there are a few) and understand it takes money to run the government would complain if they understood that it is possible […]

How to Do a Tax-Free Roth Conversion

Most people are familiar with the two types of IRAs, Traditional and Roth. Briefly: traditional IRAs are both tax-deductible (you don’t pay income tax on the money that’s contributed, up to an annual limit) and tax deferred (you don’t pay taxes on the earnings inside the IRA), but you pay income tax on all the […]

A New Kind of Deed

It’s not often that a new kind of deed comes along, but one is coming to California next year.  It’s called a Revocable Transfer on Death Deed, it was passed in the California legislature this year, and it will become effective January 1, 2016. The basic idea is that, like the Pay On Death (POD) […]

How a Santa Clara Estate Planning Lawyer Can Help Protect Your Assets

There’s a fairly constant drive that Santa Clara estate planning lawyers see in our society to continually acquire assets.  After all, that’s one of the ways we accumulate wealth, which we then ask the estate planning lawyer to help us pass on.  Simply gathering more and more assets isn’t always the best approach to building […]

Home Improvement Contracts

If you’re looking to improve your home, at some point you will be working with a contractor.  Many people are understandably nervous about entering into a construction contract.  It’s an often expensive, and almost always disruptive, project to get involved in, and people share horror stories of the terrible contractors who overcharged them or left […]

Silicon Valley Asset Protection Lawyer: How To Shield Your Wealth From Creditors and Judgments

In today’s litigious society, just about everyone needs some level of asset protection planning.  Unfortunately, more and more people are using the legal system to deprive others of their life’s work. Whether you’re involved in a car accident, a mistake on the job, a business relationship gone sour, or you simply face unexpected financial difficulties […]

Physicians Should Consider Asset Protection Planning With a Silicon Valley Estate Planning Attorney

As medical malpractice claims continue to rise in the US, more physicians than ever are turning to asset protection strategies to help them avoid financial catastrophe in the face of a malpractice lawsuit. While nearly every physician is at risk for a lawsuit, there are some doctors who experience legal claims more than most.  Three […]

Menlo Park Asset Protection Lawyer Explains How to Shield Your Investment Properties Using Multiple LLC’s

As an asset protection lawyer in Menlo Park, I find that it often makes sense to advise clients to create multiple LLCs when they own more than one investment property. While it might seem more convenient to simply set up one LLC for all of your properties, you can maximize your asset protection by putting […]

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Seven Steps to Handling Your Loved One's

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Hope For Caregivers: ABCs of Long-Term Care and Legal Planning

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