Special Needs Trusts in San Bernadino

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    Special Needs Trusts in San Bernadino

    The benefits of a forming trust in San Bernadino are many. For more information on living trusts, please click here.  However, a living trust is not for every San Bernadino resident and in some instances, a special needs trust might be the best trust for you and/or your family, especially if you have a sick or disabled family member. If this is the case for you, speak with your San Bernadino wills and trust lawyer about a special needs trust. Used to hold assets for a person with a physical or mental disability or with chronic illness, the goal of [...]

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    Should I Create a Living Trust?

    Many San Bernadino residents don’t like to talk or think about it, but planning for your family after your death is an important issue. If you want to protect your possessions, including your money, during your lifetime and after it and make sure that each person you care about gets exactly what you want them to, you need to consider speaking with a San Bernadino estate planning lawyer. There are several options for protecting your family’s finances and property during and after your lifetime, and those include a will or a trust. A trust is an arrangement under which one [...]

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    How to Contest a Will in San Bernadino

    When a loved one or family member passes away, those left behind often have serious doubts about the validity of the deceased’s will.  Sometimes this is because they believe they were supposed to receive something, or more than what they did, and they believe that a third person cheated them out of what was supposed to be theirs. If you are interested in challenging the validity of a person’s last will and testament know that it is not easy, as the California courts want to make sure that the deceased’s wishes are honored and that a greedy family member is [...]

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    Who Should I Ask to be the Executor of My Will?

    You are in the process of drawing up your will or trust, with the help of an experienced Southern California wills and trust lawyer when the big question arises: Who do you choose as the executor of your estate? After all, this is the person or institution responsible for administering your estate through probate. Probably the most important thing is that you pick someone who is financially responsible, stable, and trustworthy. This person will be tasked with protecting the estate property, preparing an inventory of the property, paying valid claims against the estate (including taxes), representing the estate in claims against [...]

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    Elder Abuse: When A Caregiver Takes Advantage

    As we have discussed in other posts, elder abuse happens throughout Los Angeles and Southern California.  Elder abuse can take many forms, and does not necessarily describe a mean person pushing an older person around.  A common form of elder abuse occurs at the hands of the elder’s caregiver and can be very subtle. A caregiver is a person who provides help to another person in need.  Often that person is hired by the elderly individual or his / her family. The caregiver often spends a large amount with the elderly person, and a close emotional bond can form. Many [...]

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    Co-Trustees in a Trust Administration

    o why not have two Trustees manage your Trust estate, or better yet a two-headed Trustee. There can be strength in numbers.  And many Trusts are administered with skill and grace with two Trustees at the helm.  But not every partnership is successful.  When a two-headed Trustee decides to argue with itself, disaster abounds. Sometimes writing a will or trust can become much more complicated than intended.  It is always important to have an experienced wills and trust lawyer guide you through the will-writing process so that you can feel safe knowing that your written will or trust reads as [...]