Special Needs Trusts in California: The Mistake That Can Cost Your Family Everything

Special Needs Trusts in California: The Mistake That Can Cost Your Family Everything

By Dustin MacFarlane, California State Bar Certified Specialist in Estate Planning, Trust & Probate Law Sacramento, California Quick Answer: Should I Leave Money Directly to My Disabled Child? No. Under California and... Read more »
Special Needs Trusts in California: The Mistake That Can Cost Your Family Everything

Dynasty Trusts in California: How to Protect Family Wealth for Generations

By Dustin MacFarlane, California State Bar Certified Specialist in Estate Planning, Trust & Probate Law Sacramento, California PRIMARY KEYWORDS: California dynasty trust, estate planning Sacramento, irrevocable trust California, generational wealth planning California... Read more »
Special Needs Trusts in California: The Mistake That Can Cost Your Family Everything

Qualified Personal Residence Trusts in California: The Smart Strategy That Can Backfire

By Dustin MacFarlane, California State Bar Certified Specialist in Estate Planning, Trust & Probate Law Sacramento, California PRIMARY KEYWORDS: California QPRT, Qualified Personal Residence Trust California, estate planning Sacramento, irrevocable trust California,... Read more »

Permanent Trusts in California: The “Set It and Forget It” Myth

By Dustin MacFarlane, Estate Planning Attorney Sacramento, California Quick Answer: Are Permanent Trusts “Set It and Forget It”? No. Permanent trusts (also called irrevocable trusts or dynasty trusts) require precise drafting, ongoing... Read more »
Riverside County Public Guardian v. Snukst: Medi-Cal Recovery From Revocable Trusts for Deaths Before 2017 (California) – California Legal Guide | CPT Law

Riverside County Public Guardian v. Snukst: Medi-Cal Recovery From Revocable Trusts for Deaths Before 2017 (California) – California Legal Guide | CPT Law

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 »
Stefon Diggs, Cardi B, and High-Profile Family Planning: What California Parents Can Learn About Trusts, Support, and Privacy – California Legal Guide | CPT Law

Stefon Diggs, Cardi B, and High-Profile Family Planning: What California Parents Can Learn About Trusts, Support, and Privacy – California Legal Guide | CPT Law

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 »
6 Essential Revocable Trusts Every California Resident Should Know About: A Complete Guide to Estate Planning

6 Essential Revocable Trusts Every California Resident Should Know About: A Complete Guide to Estate Planning

Who This Guide Is For If you’re a California resident managing assets in the Golden State, you’re likely concerned about protecting your family’s financial future while navigating California’s complex probate system. Whether... Read more »
Benefits of Hiring a Real Estate Agent Certified in Probate and Trusts

Benefits of Hiring a Real Estate Agent Certified in Probate and Trusts

Navigating the real estate market can be challenging, especially when dealing with properties involved in probate or trusts. While traditional real estate agents are well-versed in general real estate transactions, there are... Read more »
Is Real Estate Investment Trusts a Good Career Path in 2024?

Is Real Estate Investment Trusts a Good Career Path in 2024?

If you are looking for a rewarding and lucrative career path in the real estate sector, you might want to consider working in Real Estate Investment Trusts (REITs). REITs are companies that... Read more »
Trusts Vs. Inheritance: Which Is Right For You?

Trusts Vs. Inheritance: Which Is Right For You?

Trust and inheritance may seem like the same option, but they’re completely different from one another. Inheritance means assets that will be inherited by the heirs of the deceased person typically through... Read more »