Thanks to a new law passed in Congress last month, disabled individuals will no longer have to choose between saving a small nest egg for future care expenses or preserving long-term eligibility for low-income benefits such as Medi-Cal or Supplemental Social Security Insurance (SSI). Under the Achieving a Better Life Experience (ABLE) Act, individuals with […]

A growing number of people in California are realizing that they can have more of a say in how their estates are used after they have departed, and the use of incentive trusts has increased as a result.  Parents, especially, are directing their trusts lawyers to add guidelines and stipulations that need to be met […]

To be fair, a huge part of a Santa Clara estate planning lawyer’s job is to help parents determine how best to take care of their children once they are gone.  In the case of minor children, this might revolve around choosing legal guardians, setting up educational trusts, and making sure there is someone to […]

The choice about whether or not to hire a Santa Clara elder lawyer is one that is not to be taken lightly.  Unfortunately, it’s a topic that can cause a lot of anxiety both for the senior and for his or her adult children.  There are multiple reasons that it’s an uncomfortable conversation to have. […]

If your business is past its start-up phase, it’s not too early to think about business succession planning.  You may expect to be continuing in business for decades, but unexpected events can arise, and even if they don’t, a long-established plan is more likely to go smoothly when you eventually leave your business. Succession planning […]

Will and trust administration is an interesting aspect of estate planning law, and one that has a really important impact on the beneficiaries of an estate.  Generally speaking, a lawyer in Bay Area who does will and trust administration will offer a variety of services. Administration with a Will When the deceased has left behind […]

Who can get married and who can’t is an issue that estate and tax lawyers in Santa Clara are following closely. Beyond social and religious meaning, marriage brings with it certain rights and benefits. A person’s marital status affects so many legal aspects of life, all the way through who will inherit property after death. […]

We’ve pretty much all heard about “bucket lists,” but that term can take on a little bit of a different meaning when you’re a Bay Area estate planning lawyer.  We deal with the reality every day that life is fleeting, and it’s our goal to help clients to maximize what they are able to leave […]

As an elder lawyer in Menlo Park with considerable experience, certain questions are asked over and over again.  One area that sometimes requires explanation is the difference between conservatorships and powers of attorney. Conservatorships for Elders Conservatorships come into play when an adult experiences some sort of issue that leads to a mental disability.  Elder […]

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 […]