Estate PlanninG
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Blog Posts in 2018

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  • What is Collaborative Practice for Estate Planning?
    What is Collaborative Practice for Estate Planning?

    Collaborative Practice is a family oriented, team approach focused toward preventing and resolving current or future family conflicts surrounding care for elderly parents, preparing an estate plan or ...

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  • Another Option in Trust Administration Disputes -- Collaborative Practice for Estate Planning and Trust Administration
    Another Option in Trust Administration Disputes -- Collaborative Practice for Estate Planning and Trust Administration

    Collaborative Practice for Estate Planning and Trust Administration provides the means of resolving familial conflicts without involving the legal system and protracted litigation. Instead, these ...

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  • Introduction to Parental Protection Trusts
    Introduction to Parental Protection Trusts

    Following is information on a new estate planning tool that will address the long-term care needs and legacy planning of families. The Parental Protection Trust (PPT) allows children of elderly ...

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  • How to Get into a Skilled Nursing Facility
    How to Get into a Skilled Nursing Facility

    If you or an elder you know are interested in getting into a Skilled Nursing Facilities (SNF), it is likely because of the wide range of services SNFs provide that exceed what regular nursing homes or ...

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  • The Able Accounts for Special Needs Individuals
    The Able Accounts for Special Needs Individuals

    Individuals who will be eligible for the CalABLE program have even more reason to look forward to its launch later this year following the passage of CA Senate Bill 218 last October. Signed in 2014 by ...

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