Trustee

• Asset Protection
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Common Issues That Arise in Administering a Trust That Holds Real Property: Part I

Real property is often the most complicated trust asset for trustees to manage. Trustees often…

• Advanced Planning
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114: This Long-Term Housing Solution is Changing the Way Adults with Special Needs Live

• Asset Protection
• Beneficiaries
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• Digital Assets
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What Does It Mean When Someone Names You As Trustee Of Their Trust?

• Asset Protection
• Beneficiaries
• Beneficiary Designation
• Blended Family
• Care Decisions
• Decision-Making
• Estate Administration
• Estate Organizer
• Estate Organizing
• Estate Planning
• Family Care
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• Finances
• Special Needs Family
• Special Needs Planning
• Special Needs Trustee
• Wills
• Young Families

Helping Clients Replace Themselves with Special Needs Planning

For parents of special needs children, the estate plan is much more than a vehicle…

• Beneficiaries
• Beneficiary Designation
• Estate Administration
• Estate Organizer
• Estate Organizing
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• Incapacity Planning
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• Uncategorized

Rossmoor Presentation: Documents Everyone 55 & Up Should Have Completed

• Beneficiaries
• Beneficiary Designation
• Care Decisions
• Disability
• Disability Claim
• Disability Income Benefits
• Family Care
• Family Transition
• Financial Advisor
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• Special Needs Family
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• Special Needs Trustee
• Trustee
• Trusts

Whom Should We Name as Trustee of Our Child’s Special Needs Trust?

• Asset Protection
• End of Life Option
• Estate Administration
• Estate Organizer
• Estate Organizing
• Estate Planning
• Estate Recovery
• Estate Return
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• Family Care
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• Trustee
• Uncategorized

101: What Does My Family Need to Know About My Estate Plan Before it’s too Late?

• Asset Protection
• Beneficiaries
• Estate Planning
• Incapacity Planning
• Podcasts
• Trustee
• Trusts

090: Choosing a Trustee – How to Get It Right

• Beneficiaries
• Beneficiary Designation
• Current Events
• Decision-Making
• Elder Law
• Emergency Planning
• Estate Administration
• Estate Planning
• Family Care
• Family Transition
• Irrevocable Trust
• Legacy Planning
• Life Transitions
• Succession Planning
• Trust Administration
• Trustee
• Trusts

New Duties for Successor Trustees When Settlor is Incapacitated

Effective January 1, 2022, California Probate Code Sections 15800 and 16069 are amended by Assembly…

• Aging in Place
• Elder Care
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087: Driving Assessment for Seniors: Don’t Wait Until It’s Too Late