The “estate” you own comprises much more than just real estate (land). Whether you have a modest income or sizeable assets, understanding the full scope of your estate is essential for planning purposes. Let’s delve into the various components of an estate with guidance from a knowledgeable Santa Clara County estate lawyer. Key Components of […]

Special Needs Trusts (SNTs) are designed to provide supplemental support to individuals with disabilities without jeopardizing their eligibility for government assistance, such as Medi-Cal or Supplemental Security Income (SSI). However, there are certain expenses that an SNT should not cover. Understanding these can prevent unintentional complications and preserve the trust’s integrity. Let’s dive deeper with […]

Designing a trust is a significant move in estate planning, one that provides flexibility and potential tax advantages. Central to the operation of any trust is the Trustee, responsible for managing and distributing the trust’s assets as per its terms. Given this responsibility, how financially knowledgeable should a Trustee be? Let’s uncover the answer with […]

“I’ll get to it later.” It’s a phrase many of us have uttered, especially when it comes to tasks that feel overwhelming or too distant to be pressing. Estate planning, for many, falls into this category. But as any experienced Santa Clara will lawyer will emphasize, in the world of wills and trusts, all too […]