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Chauvel News

Thanks for visiting! Check back here often to hear the latest news about our firm. We’ll also update you on changes in the law, how the changes could affect you, and how we can help.

Please note: The material in these articles, provided by Chauvel & Glatt, is designed to provide informative and current information as of the date of the posts. The articles should not be considered, nor are they intended to constitute, legal advice. For information on your particular circumstances, please contact Chauvel & Glatt at 650-573-9500.

In 2015, California passed a law allowing Revocable Transfer on Death Deeds. This law allows an individual during his/her lifetime to record a TOD deed which will then transfer real property to a named beneficiary upon the death of the transferor. On its face, this type of deed appears to be an easy method to avoid probate of interests in real property. 

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The Americans with Disabilities Act (the “ADA”) is a federal law that prohibits discrimination against individuals with disability.  The Unruh Civil Rights Acts is a similar corresponding California law.  These laws require businesses and places of employment to meet specific standards so that their businesses are accessible to people with disabilities.  The ADA and Unruh can apply to both property owners and tenants.

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During one’s lifetime, we often experience a change in marital status, become parents, uncles, aunts or grandparents. When these events happen, one consideration is how to take care of our loved ones when we pass. In doing so, you may have life insurance policies, 401K plans, retirement plans, and other pay on death benefits.

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Are you on the board of your HOA? Did you know homeowner and condominium associations are required to keep financial records for at least three years; and that board meeting, member meeting and committee meeting minutes dating all the way back to the beginning of 2007 must be accessible to the membership within 30 days of a request (or 15 days for committee meetings)?

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Estate Planning:  February 22, 2017

Modifications to an Irrevocable Trust

When a trustor passes away and a trust becomes irrevocable, modification or termination of the irrevocable trust is not permitted without court approval. In the event the settlor or beneficiaries wish to modify a trust, a settlor and/or beneficiaries must all consent to the modification and petition the court for approval of the modification.

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