WEBINARS & BLOGS
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- After Death Actions
- Asset Protection
- Estate Planning Basics
- Financial Planning & Investing
- Incapacity Long Term Care
- Minors Special Needs Guardianship
- Prop 13 & Prop 19 Property Taxes
- Retirement Accounts
- Spouses Divorce Blended Families
- Tax Planning, Estate Taxes, Charitable Trusts
Aging Parents – How to Talk to Them About Estate Planning
What’s the best way to bring up the subject of estate planning with parents? Broaching the subject of estate planning with our aging parents can ...
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CalABLE ACCOUNTS: WHAT YOU NEED TO KNOW
What is a CalABLE account? Why doesn’t the CalABLE program affect MediCal eligibility? California Estate Planning Attorney explains how a CalABLE Savings Account and a ...
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Appointment Of Guardian For Minor Child: Parents’ Responsibilities
What is Legal Guardianship of a minor? How do I appoint a Legal Guardian for my minor children? How does Probate Court for minors work? ...
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Letting Your Family Go to Probate
Worried your family will go to probate? What are the problems with probate? What happens when your family ends up in probate court? What if ...
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Consider A Trust Bank for Trust Administration
What is a trust bank? Should I consider a trust bank to administer my trust? Should I name a trust bank in my living trust? ...
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EDUCATION SAVINGS PLAN STRATEGIES YOU MIGHT NOT KNOW ABOUT: 529 PLANS
What is a 529 Education Savings Plan and what are the benefits? How do tax-advantaged 529 plans help me save for my child’s college education? ...
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Should I Settle On My Inheritance?
Should I sign an Inheritance Settlement Agreement? How does Estate Distribution to Beneficiaries work if a Trust is ambiguous or outdated? What are the responsibilities ...
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Important Case Discussion: Pratt v. Ferguson and Spendthrift Provisions
CunninghamLegal Discussion of Pratt v. Ferguson and Spendthrift Provisions When writing a trust that contains a spendthrift provision, a client should consider using a trust ...
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Out of the Box – What happens when property is not titled in your trust?
Putting all appropriate assets into a Trust is important, but what happens in Trust Administration when assets have been left out? by James L. Cunningham ...
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Major Changes for Medi-Cal Estate Recovery in SB 833
SB 833 Brought Important Changes to Medi-Cal Recovery Law by CunninghamLegal – The Living Trust Lawyers Major changes to Medi-Cal estate recovery laws came on ...
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Planning for Incapacity
What are the basic steps in planning for the incapacity of an elderly person? by CunninghamLegal, Estate, Trust & Tax Planning in California Planning for ...
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Medi-Cal Recovery Claims: Watch Out for Your Personal Residence
Many people are unaware that Medi-Cal can go after the property of a recipient after they die with a Medi-Cal recovery claim. Use of a ...
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Possible Indicators Of Elder Financial Abuse
CunninghamLegal provides a comprehensive set of legal services around elder care and elder law. Please click here to learn more. It is a common ...
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