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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 How does Estate Distribution to Beneficiaries work if a Trust is ambiguous or outdated?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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