Robinson v. Gutierrez: California Caregiver Gifts, Care Custodian Rules, and the Presumption of Undue Influence – California Legal Guide | CPT Law

Robinson v. Gutierrez: California Caregiver Gifts, Care Custodian Rules, and the Presumption of Undue Influence – California Legal Guide | CPT Law

California Legal Implications: The Care Custodian Presumption A recent California appellate court decision, Robinson v. Gutierrez, has clarified strict rules regarding gifts left to caregivers in estate plans. In this case, a... Read more »
Gonzalez v. City National Bank: Special Needs Trust “Payback” Rules and What Medi-Cal Recovery Can Mean for California Families – California Legal Guide | CPT Law

Gonzalez v. City National Bank: Special Needs Trust “Payback” Rules and What Medi-Cal Recovery Can Mean for California Families – California Legal Guide | CPT Law

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 »

New IRA Rules Every First-Time Homebuyer Should Know Going Into 2026

If you’re planning to buy your first home in 2026, getting your finances in order is a critical step.  As you move through the closing process and settle in, it’s also important... Read more »
Washington seeks to reset ground-floor retail rules for residential buildings

Washington seeks to reset ground-floor retail rules for residential buildings

A fight over ground-floor retail mandates could become one of the most consequential zoning debates of 2026, with Washington state lawmakers moving to curb mandatory storefronts in new residential buildings. A bill... Read more »
Maryland Eyes Fewer Rules and Missing Middle Policies To Close 100,000-Home Gap

Maryland Eyes Fewer Rules and Missing Middle Policies To Close 100,000-Home Gap

Maryland doesn’t need to dig up its rural areas to solve its decade and a half of sluggish homebuilding, leaders say. Members of Maryland’s Senate Committee on Education, Energy, and the Environment... Read more »
How California Estate Planning Attorneys Navigate Complex Ethical Rules: A Guide for Seniors and Families

How California Estate Planning Attorneys Navigate Complex Ethical Rules: A Guide for Seniors and Families

For seniors planning their legacy, families managing estate transitions, and anyone seeking trustworthy legal guidance in California When you’re preparing advance healthcare directives, creating a living will, or establishing a comprehensive estate... Read more »
How the New Medi-Cal Asset Transfer Rules Impact Your Long-Term Care Planning in 2026

How the New Medi-Cal Asset Transfer Rules Impact Your Long-Term Care Planning in 2026

If you or a loved one may need nursing home care or assisted living in California, understanding the new Medi-Cal asset transfer rules is critical to protecting your family’s financial security. The... Read more »
What Executors Need to Know When Death Occurs During Divorce: A Guide to Navigating California’s Complex Probate Rules

What Executors Need to Know When Death Occurs During Divorce: A Guide to Navigating California’s Complex Probate Rules

If you’ve been named as an executor or personal representative for someone who died during a pending divorce, you’re facing one of the most complex scenarios in California probate law. This guide... Read more »
HUD tightens rules for FHA appraiser roster

HUD tightens rules for FHA appraiser roster

Changes apply to all FHA-insured single-family forward mortgages and reverse mortgages. At its core, HUD is tightening the connection between an appraiser’s state license and their ability to perform FHA work, while... Read more »
NRMLA backs New Jersey bill clarifying reverse mortgage rules

NRMLA backs New Jersey bill clarifying reverse mortgage rules

The letter was signed by NRMLA President Steve Irwin. “We commend the sponsors for introducing this bill as it provides necessary clarity and common-sense regulatory relief that directly supports the core function... Read more »