Month: April 2024

A new topic in my conversations with proposed conservators is whether a supported decision-making agreement is an option in lieu of filing to be appointed a conservator.  As of 2024, the Confidential Supplemental Information form – one of the many court filings for a...

I represent a lot of trustees of special needs trusts (SNT) including court supervised first-party SNTs.  My clients who are trustees of first-party SNTs that have been established through a court process have to report every penny that comes and every penny that...

Introduction: Navigating through the legal procedures after the passing of a loved one can be overwhelming, especially when it comes to managing their estate. In California, two primary avenues for estate settlement are trust administration and probate. Both serve the...