California Legal Implications: Medi-Cal Recovery and Trust Assets A recent appellate court ruling highlights the complex and changing landscape of Medi-Cal Estate Recovery in California. In the case of *Riverside County Public... Read more »
California Legal Implications: Special Needs Trusts and Medi-Cal Payback Rules In the significant case of *Gonzalez v. City National Bank*, the California Court of Appeal clarified a critical rule regarding Special Needs... Read more »
California Legal Implications: Understanding the Standards for Mental Health Conservatorships A significant ruling in the California Court of Appeal, Second District, has clarified the burden of proof required to renew a mental... Read more »
California Legal Implications: Powers of Appointment Can Override Trustee Duties In the complex world of California estate planning, the distinction between a trustee’s duties and a beneficiary’s rights is crucial. A recent... Read more »
California Legal Implications: Don’t Let Someone Else Decide Your Family’s Future A recent news story highlights the uncertainty faced by professional athletes, even those with multi-year contracts. According to a report from... Read more »
California Legal Implications: Why a “Broken Medal” Estate Plan Can Shatter Your Family’s Future A recent story from the Winter Olympics highlights an important lesson for California families, though it has nothing... Read more »
California Legal Implications: Protecting Children Amidst Family Conflict and Public Scrutiny Recent tabloid reports surrounding celebrities Stefon Diggs and Cardi B, which detail significant spending amidst personal drama, offer an important, if... Read more »
California Legal Implications: Responding to Unexpected Tragedy with Proactive Estate Planning The recent tragic death of a Stockton mother, Lupita Ontiveros, following a dune buggy accident serves as a heartbreaking reminder that... Read more »
California Legal Implications: The Duty of an Administrator and the Consequences of Mismanagement A recent California appellate court decision, *Sapp v. Rogers*, provides a stark reminder of the immense harm that can... Read more »
California Legal Implications: Why Foreign Documents Complicate California Probate and How to Avoid It A recent California appellate court decision, *Estate of Herzog*, serves as a critical reminder of the complexities that... Read more »