Month: September 2024

The issue of in-laws comes up quite often when I advise clients about estate planning.  Most of the time it is a discussion that a client does not want their son-in-law or daughter-in-law to receive anything from their trust. And sometimes it is a client wanting to...

I recently met with a client who needed to establish a conservatorship for their child.  The child was diagnosed with a mental illness before turning 18 years old.  I told my client that I needed to do a little research because I was not sure if we had to file for a...

It’s my birthday month, obviously September is one of the best months, for that reason, but it also, growing up on the east coast, was the start of a new school year and the change of the seasons.  The weather got colder, leaves started to fall and sweaters were...

It can be frustrating to a Conservator when they attempt to marshal an asset held by a financial institution in another state and that institution does not recognize their California Letters of Conservatorship.  I had this happen recently when my client tried to have...