Trustee Fees as Part of Special Needs Planning in Santa Clara

In order to ensure proper use of funds, Santa Clara special needs planning lawyers help their clients choose a trustee.  This person is put in charge of the special needs trust, and instead of providing money directly to the beneficiary (the child with special needs), the trustee will usually pay directly from the trust to […]

Make Your Estate Plan Go Further with a Stretch IRA

One of the important things to discuss with your San Francisco Bay Area estate planning lawyer is the topic of your IRA.  Because estate planning lawyers work so extensively with these plans, they can usually offer insight into how best to utilize them.  For many people, the IRA will be left to their beneficiaries, and […]

Bay Area Will and Trust Lawyer: Joan Rivers’ Estate Included a Pet Trust

When a celebrity passes away, Bay Area will and trust lawyers often watch for news of their affairs, hoping that the celebrity in question had a great estate plan in place.  With the recent loss of comedian Joan Rivers, it was reassuring to see that she had planned well for her loved ones, including her […]

How Medicare and Medi-Cal Work for Long-Term and Short-Term Care

One of the most common issues that Santa Clara elder law attorneys deal with is how to help clients when it comes to both short-term and long-term care.  Folks are living longer than they ever have before, due to advances in both health care and technology.  Certainly, this is what people have been hoping would […]

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