Month: August 2024

I recently was contacted by a potential client asking me to set up a Miller Trust for them.  I have to admit that I did not know what they were talking about but discovered that was for good reason since California does not allow Miller Trusts otherwise known as...

I often have potential clients come to me asking for ways to protect their assets.  They are sometimes under the impression that their family trust provides a layer of protection in a way that a business or irrevocable trust protects assets, and that is just not the...

I don’t have one and I have never advised a client to get one, but I recently listened to a news report about “do not resuscitate” or “DNR” tattoos and I was fascinated.  The report was not specific to California but there has been discussion about whether such a...