Firm News

When you think of an entrepreneur you often think of someone creating a business from scratch.  The individual had a concept and went through the processes of setting up a business, growing a customer base, training employees, and watching their “baby” grow. However,...

In a conservatorship proceeding, the court can grant a conservatorship of the person, of the estate or both of the person and of the estate.  The conservator of the estate has management and control subject to the powers granted by the court to manage assets titled in...

Is your child’s 18th birthday looming?  Or is your child already 18 or older?  While your developmentally disabled child’s needs have not necessarily changed, their legal status has definitely changed.  They are now adults and that means that your ability as a parent...

A limited conservatorship is a protective proceeding for adults who are developmentally disabled.  The purpose of limited conservatorships is twofold: First, to provide a proceeding for developmentally disabled individuals to have assistance when their disabilities...

The short answer to this question is maybe.  It depends on the capacity level of the adult.  The question is raised when a developmentally disabled child turns 18 and is determined to be an adult and their parents no long have authority to make medical or financial...

UPDATED: CalABLE was thrilled to see that passage of the ABLE Age Adjustment Act was included in the Congressional Omnibus Spending Bill at the end of 2022. This Bill will amend the Internal Revenue Code to raise the age threshold from 26 to 46 for tax-favored ABLE...

В жизни каждого человека приходит момент, когда он начинает задумываться о будущем родных и близких, в тот момент, когда его уже не будет рядом. Зачaстую, такие мысли приходят, когда человек испытывает большие изменения в жизни, такие как: рождение ребенка,...

When I first began as an estate planning attorney, digital assets were not part of the intake process for my meetings. Flash forward a few years and I began to capture a few digital assets such as websites and social media accounts.  However, about five years ago,...

The longest serving monarch has died at 96.  Whenever someone passes, and maybe more so when someone who has lived so long has passed, it allows us to take a pause and reflect on our own lives.  What kind of legacy do we want to leave, what kind of life have we lived...

In estate planning circles, the word “probate” often comes with a starkly negative connotation. Indeed, for many people — especially those with larger estates — financial planners recommend trying to keep property out of probate whenever possible. That being said, the...